Get it done.
Peace of mind.
Get it done.
Peace of mind.
You have a Will.
But is your paperwork ready & your wishes clear?
Estate delays are not necessarily caused by a missing Will – they are often caused by missing information and documents nobody can find.
ertha helps you close those gaps – practically and with care.
You have a Will.
But is your paperwork ready & your wishes clear?
Estate delays are not necessarily caused by a missing Will – they are often caused by missing information and documents nobody can find.
ertha helps you close those gaps – practically and with care.
THE PROBLEM WE SOLVE
If something happened to you today…
- Would your family know where everything is?
- Does your trusted person have what they need to act on your behalf?
- Are your digital accounts, documents and wishes in one accessible place?
If you’re not sure, you’re not alone. It’s the kind of task that’s easy to postpone – between the discomfort of thinking about it and not knowing where to start, it simply stays on the to-do list. ertha helps you get it done.
WHAT ERTHA DOES
ertha works through four practical areas to make sure nothing is left to chance:
WHAT ERTHA DOES
ertha works through four practical areas to make sure nothing is left to chance:
I work alongside your existing adviser & attorney – I do not replace them.
FAQ
What exactly does ertha do?
ertha helps you get the practical side of your affairs properly in order – the part that often falls between the cracks even when you have a Will and a good financial adviser. This includes consolidating your important documents, mapping your digital accounts, building a practical record of your wishes and contacts, and making sure the right people can act on your behalf if needed.
How is ertha different from my attorney or financial adviser?
Your attorney and financial adviser work at a legal and advisory level — and that work is essential. ertha works at the practical execution level alongside them, filling the gap they don’t typically cover. Think of it as making sure the groundwork is done so that everyone else, including your professional team, can do their job more effectively when the time comes.
Do I need to use all four services?
Not necessarily. Every person’s situation is different, and some people only need one or two areas addressed. During your initial consultation we’ll talk through what you have in place and what needs attention, and take it from there – without pressure and without obligation.
What is the Essential Edition of the Handover File?
For simpler or more straightforward estates, an Essential Edition of the Handover File is available. This is discussed during your initial consultation once we have a clearer picture of what your situation requires.
How long does the process take?
It depends on the complexity of your affairs and how much you’d like to talk through along the way – and that’s perfectly fine. As a general guide, a Handover File typically takes around 90 minutes. If a Document Audit is done at the same time, allow around 2.5 to 3 hours in total. We work at a pace that suits you.
Will I need to share my financial details with you?
Not unless you choose to. ertha’s work is about organisation and access – listing what exists and making sure it can be found – rather than scrutinising the detail. You are in control of what you share.
What format will my documents be in?
That’s something we discuss and decide together. Printed copies are popular and practical, but electronic versions are equally possible, or a combination of both. Whatever works best for you and the people who may need to access them.
Is my information kept confidential?
Absolutely. Your personal information is handled with complete discretion. The details of how your information is managed are covered when we work together.
Where are you based and how do we work together?
ertha is based in Gauteng. Consultations take place in person in Gauteng or online for anyone elsewhere in South Africa.
I already have a Will - do I still need ertha?
A Will is an essential foundation, but it’s only part of the picture. Estate delays are often not caused by a missing Will – they happen because information is scattered, documents can’t be found, and the people left behind don’t know where to start. ertha helps close that gap.
What does it cost?
Pricing depends on which services are most relevant to your situation. Please get in touch and we can discuss what you need and provide a quote from there.
How do I get started?
Simply book a free 15-minute call – no obligation, no pressure. We’ll talk through your situation and work out what, if anything, needs attention.
Let’s make sure you are ready.
Free. No obligation. 15 minutes.
CLIENT TESTIMONIALS
