Graaff Reinet Financial Estate Planning

Graaff Reinet Financial Estate Planning Graaff Reinet Financial Estate Planning Graaff Reinet Financial Estate Planning Graaff Reinet Financial Estate Planning Graaff Reinet Financial Estate Planning
HOME HISTORY SERVICES MANAGEMENT CONTACT US ESTATE MANAGER
 


The Estate Manager Software programme is a comprehensive yet user friendly estate management tool to brokers and clients alike. Relatively minimal experience in estate planning is needed to get the best out of this amazing planning tool.

The Estate Manager Software offers:

Real time processing and calculation of

  • Capital gains tax

  • Estate duty

  • Cash position at any specified time

  • Financial needs compared to cash position

Acts as a database enabling

  • FNA for FICA and FAIS regulations

  • Easy position review and update of client portfolio

Unlimited number of clients

Complete plan overview with the click of a button

No unnecessary changing and re-printing of documents

The Estate Manager Software was designed with the following in mind:

  • Ease of use by either client, PA’s, brokers or representatives

  • Saving the broker / representative time in setting up a comprehensive estate plan

  • No compromise in accuracy and compliance (Accepted as FNA for FICA and FAIS)

  • Less paperwork and re-printing

Many people today still believe that to do estate planning is just a way to get our affairs in order so we can die.

Estate planning has much more to do with sound financial planning that will benefit your family while they are still living than it has to do with the death and the dying.

The Estate Manager Software programme is a comprehensive yet user friendly estate management tool to brokers and clients alike.

To the broker it provides analyses in real time that are normally very time consuming while presenting information that aids with compliance and regulatory issues (FICA and FAIS).

To the client it provides the information central to planning their estate effectively without multiple visits to a broker.

Estate Manager’s ease of use is unrivalled by any other estate planning software on the market today and allows the user to do financial needs analyses and succession planning, determine children’s education financial requirements, the estate cash position, estate duty and calculate capital gains tax immediately.

Cost:

Initial cost of R2850-00 ( vat inclusive) and an annual service and maintenance fee of R570-00 (vat inclusive).

The Estate Manager software will be kept up to date with legislation with periodical updates from Huizensoft.

Additional modules will also be available on request in due course.

15 Day Free Trial

Click here to download the software for a 15 day free trial period.
 

Further enquiries regarding the Estate Manager Software can be directed to :

Andre Olivier at Tel : 049 892 2224 or
Riaan van der Westhuizen at Tel : 082 664 7908

Email : riaanvdw@outlook.com


Estate Manager also acts as a database that enables the broker / representative to comply with FICA and FAIS without having to fill out the numerous required forms after a meeting with a client.

A printout with the Complete Plan option of Estate Manager Software (See the example) contains all relevant information that is needed to draft a comprehensive and accurate will. Regularly reviewing a client’s portfolio has never been easier. By simply opening the client’s profile on Estate Manager and changing one or two details the client’s total portfolio will immediately be updated with the resultant changes.

Estate Manager Software is an essential tool for any broker or representative who wants to save time without compromising accuracy and compliance.

Below are some additional screen shots.

 

Tel : 049 892 2224

Fax : 049 892 2226

Email : mfs@midboard.co.za

© 2009 Midboard Financial Services

home  /  history  /  services  /  management  /  contact us
Graaff Reinet Financial Estate Planning resources

website design, search engine optimisation by ZAWebs Designs 

web hosting by ZAWebs Hosting

design by Mark Senekal