SPECIALIST Executors. TRUSTED by Institutions.

The premier executor partner for South Africa’s leading insurers, financial providers, and digital platforms.

We manage the full wind-up of deceased estates with professional precision and human empathy.

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WHY HERITANCE

Scale: Built for high-volume corporate partnerships.
Speed: A 7-month target for estate finalisation (vs. industry years).
Compliance: Managed by experienced fiduciary professionals.
Clarity: Transparent reporting for partners and families.

ABOUT US

A New Standard in Fiduciary Excellence.
Since 2009, Heritance has bridged the gap between institutional requirements and family needs.

We combine tech-enabled workflows with human empathy to finalise estates significantly faster than the industry average.

OUR SERVICES

Professional Estate Administration.
Whether acting as the appointed executor or managing the full wind-up of complex estates, we handle the entire process from authority to distribution.

Estate Wind-Up

End-to-end administration for testate, intestate, and complex estates.

Executor Services

We act as the appointed executor for your client base, ensuring full regulatory compliance and seamless stakeholder communication.

CLIENTS

Silent Engine Behind Leading Brands.
We are the trusted executor partner for top insurers, advisory firms, and digital will platforms across South Africa.

TESTIMONIALS

Silent Engine Behind Leading Brands.
We are the trusted executor partner for top insurers, advisory firms, and digital will platforms across South Africa.

I am writing this letter to endorse Senior Fiduciary Specialist, Adri van der Riet and her team at Digital Estate Planning Initiatives Pty Ltd for their outstanding read more…

Wayne Smith
Director, Capstone Wealth Managers