A clear first step towards putting a professionally drafted will in place.

Share the minimum information needed to request a professional will and estate-planning conversation. You decide how you may be contacted and separately choose whether your details may be shared with Sanlam Legacy.

Check eligibility and continue How your information is protected

No advice in the formNo pre-ticked consentNo marketing signup

Recruiters introduce the opportunity; they do not give legal or financial advice.

The client submits their own details and unticked consent choices.

Current screening criteria

Simple qualification, without collecting exact values.

LSM 8-10 is a recruiter targeting guide. The website does not infer or score a person's LSM.

Gauteng

The current recruiter intake is focused on adults living in Gauteng.

R900k+ household assets

The client self-confirms the threshold. Exact balances are not collected here.

One household case

A husband and wife or couple count as one client case, even if both attend.

Client-controlled consent

The client completes the form and chooses contact and referral permissions personally.

Minimum information only

Your details and choices stay under your control.

Do not submit ID numbers, account balances, will contents, beneficiary information or documents. Exact asset values are not requested.

Gauteng intake
Household threshold confirmed by the client
Recruiter attribution recorded
Separate contact and Sanlam referral choices

Important

A recruiter may share this link, but may not complete the form or choose permissions on your behalf.

Private two-step check

Request a will consultation

Step 1 of 2

About you

Full namesCellphone numberEmail addressProvince - current intake is GautengSuburb (optional)Who shared this link with you?Required so the correct recruiter can receive source credit.What prompted this check?Which best describes your will?How should this enquiry be counted?A husband and wife or couple are handled as one household client case.

What happens next

A verified meeting, not a guaranteed outcome.

Consent checked

The enquiry and optional Sanlam referral choices are recorded separately.

Meeting arranged

An authorised professional confirms availability and the scope of the conversation.

Client decides

The client remains free to ask questions, stop or decline any further process.

Are you a recruiter? Read the programme rules and download the field brief.