{"id":113,"date":"2025-07-15T07:16:26","date_gmt":"2025-07-15T07:16:26","guid":{"rendered":"https:\/\/inglisstephens.co.za\/?p=113"},"modified":"2025-10-16T13:49:02","modified_gmt":"2025-10-16T13:49:02","slug":"youve-set-up-a-will-what-do-you-do-now","status":"publish","type":"post","link":"https:\/\/inglisstephens.co.za\/index.php\/2025\/07\/15\/youve-set-up-a-will-what-do-you-do-now\/","title":{"rendered":"You\u2019ve Set Up a Will \u2013 What Do You Do Now?"},"content":{"rendered":"\n<h4 class=\"wp-block-heading\">You\u2019ve made one of the most important and forward-thinking decisions for your family\u2019s future. But the Estate Planning process doesn\u2019t end there. That step alone shows how much you care. But just like life, these documents shouldn\u2019t stay frozen in time and should be reviewed and updated as your life evolves.<\/h4>\n\n\n\n<p>At Inglis Stephens, we\u2019re here to walk alongside you, not just in setting up your will, but in helping you keep everything aligned with your life as it grows and changes. Think of us as your sounding board through every step of life, someone to help make sure your legacy stays protected, and your family has clarity in a time when they\u2019ll need it most.<\/p>\n\n\n\n<p>Whether you\u2019ve changed your assets, your family structure, or your long-term goals, it\u2019s vital to keep your estate plan aligned with your current reality.<\/p>\n\n\n\n<p><strong>When Should You Revisit Your Will?<\/strong><\/p>\n\n\n\n<p>We recommend reviewing your will every two years, or when life throws a big change your way; things like getting married, divorced, having children, buying or selling property, or if a beneficiary or trustee passes away are all factors that could potentially create complications.<\/p>\n\n\n\n<p><strong>What Updates Might Be Required?<\/strong><\/p>\n\n\n\n<p>Common updates include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding or removing beneficiaries<\/li>\n\n\n\n<li>Appointing new trustees, executors, and\/or guardians<\/li>\n\n\n\n<li>Including new assets or adjusting distributions<\/li>\n\n\n\n<li>Clarifying your wishes to avoid a debate<\/li>\n\n\n\n<li>Creating an Inter Vivos Trust for estate planning purposes<\/li>\n\n\n\n<li>Creating a Mortis Cause Trust for minor children<\/li>\n<\/ul>\n\n\n\n<p>We\u2019re here to help you make those changes correctly. Whether that\u2019s <strong><em><a href=\"https:\/\/inglisstephens.co.za\/index.php\/2025\/07\/15\/youve-set-up-a-will-what-do-you-do-now\/\">redrafting your will<\/a><\/em><\/strong> or formally assisting in your trust creation, we\u2019ll ensure everything is done by the book and with the least amount of fuss.<\/p>\n\n\n\n<p>A quick word of caution: handwritten edits or loose pages attached to your will might seem harmless, but they can lead to confusion, or even render your will, or portions thereof, invalid. Let\u2019s avoid that altogether.<\/p>\n\n\n\n<p><strong>Thinking Ahead<\/strong><\/p>\n\n\n\n<p>Wills aren\u2019t just about legalities &#8211; they\u2019re about care, clarity, and legacy. We can help you think through the tax or financial implications, report the estate to the <strong><em><a href=\"https:\/\/inglisstephens.co.za\/index.php\/2025\/10\/16\/understanding-the-masters-office-and-why-were-here-to-help\/\">Master of the High Court<\/a><\/em><\/strong>, South Africa when the time comes, and guide your loved ones through it all &#8211; gently and efficiently.<\/p>\n\n\n\n<p>Because when your loved ones need support, it should come from someone you trust.<\/p>\n\n\n\n<p><strong>Need a check-in?<\/strong><br>Need help with updating wills? Contact us for a free 30-minute review that might save your family weeks of stress later on. You\u2019re welcome to call, email, or even pop in for a chat, we\u2019re always here to help.<\/p>\n\n\n\n<p><strong><em>CTA: Learn More About Our Expert Fiduciary Services<\/em><\/strong><\/p>\n\n\n\n<p><a href=\"http:\/\/www.inglisstephens.co.za\">www.inglisstephens.co.za<\/a> | 021&nbsp;914 1144 | <a href=\"mailto:admin@inglisstephens.co.za\">admin@inglisstephens.co.za<\/a> | Office 106, The Village Square, Durbanville, Cape Town<\/p>\n\n\n\n<p>Trusted <strong>fiduciary services<\/strong> in Cape Town<\/p>\n\n\n\n<p><a id=\"_msocom_1\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We recommend reviewing your will every two years, or when life throws a big change your way.<\/p>\n","protected":false},"author":1,"featured_media":116,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[1],"tags":[11,10,12],"class_list":["post-113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-fiduciary-services-cape-town","tag-updating-wills-and-trusts","tag-wills-testaments"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/comments?post=113"}],"version-history":[{"count":12,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/113\/revisions"}],"predecessor-version":[{"id":302,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/113\/revisions\/302"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/media\/116"}],"wp:attachment":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/media?parent=113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/categories?post=113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/tags?post=113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}