Yes. A lawyer is not legally required to draft or execute a South African will. Formal validity depends on the testator having the required capacity and on the will being executed in accordance with the Wills Act.

Professional input can still be valuable. A will should not only satisfy the signing formalities; it should also deal properly with the testator’s estate and family circumstances and fit into the wider estate plan. Marriage in or out of community of property, minor beneficiaries, maintenance obligations, business interests, testamentary trusts, foreign assets, life policies and retirement fund benefits can all affect the outcome.

A straightforward estate may be dealt with in a relatively simple will. More complex circumstances usually benefit from professional estate planning and fiduciary input. Wealth and Legacy Group’s fiduciary team can assist with drafting, execution and review.

See also: Do you need a lawyer to make a will in South Africa? | Where is the best place to create a will?

Disclaimer: The information provided here is intended as general guidance only and does not constitute legal, tax, or financial advice. Every situation is unique, and legislation is subject to change. We invite you to reach out to our team at Wealth and Legacy Group for guidance tailored to your specific circumstances.