Estate Master
Estate Matters Expertise
Boedel Meester
Boedelsake Kundigheid
WHILE YOU ARE ALIVE
Your Estate Master’s approach is to unlock confident and courageous wealth decision-making processes for you and access reliable data that facilitates the lack of essential communication between the Executorship and you.
Let’s get your Estate ready
Effortlessly store all your life documents in one place.
THE ESSENCE
TO HAVE YOUR OWN ESTATE MASTER
The size of your Estate Value doesn’t matter- If you are serious about Wealth, you’ll benefit from the services of your Estate Master (EM) who empowers you with your own unique Generational-Wealth-Master-Map. The uniqueness hereof can be compared with your fingerprint.
It includes Estate Matters in Financial Awareness-making, Financial Strategy, Financial Security, Financial Freedom, Financial Abundance, and your Estate Wealth in valuation. You might have read about different wealth portfolios, such as: Spiritual Wealth, Soulicle Wealth, Physical Wealth, Social Wealth, Influential Wealth, Community Wealth, or Generational Wealth. Our guidance is based on the latter.
DOWNLOAD YOUR GENERATIONAL- WEALTH-MASTER MAP
WE HELP YOU
on your way FORWARD
The greatest wealth asset is confident and courageous decision-making. The biggest hurdle to bridge is the lack of reliable data. Ambiguous and incomplete data often cultivate grounds for inappropriate and hasty decision-making.
Your own unique Generational Wealth-Master-Map is your bridge to reliable information.
RECEIVE YOUR DECISION-MAKING DOCUMENT
HOW DO WE HELP YOU
on your way FORWARD
Your Estate Master (EM) is a professional Estate Matters expert, who shares the Insight and Wisdom of Executorships to your benefit. As expected from an expert you will enjoy professional advice with the support of reliable systems and products.
Professional System
Toolkit
The Estate Plan Master is your tool for getting reliable information. Enjoy clarity to predict and measure your decision-making. It is a stress-releasing habit.
Valuation Product
Toolkit
The Estate Master Financial Roadmap helps you calculate the liquidity of your estate and estimate how much will be left for your heirs after taxes, debt, and expenses.
ESTATE MASTER VS FINANCIAL ADVISOR
ESTATE MATTERS ARE SERIOUS MATTERS. Make no mistake – your Estate-Plan and your Legacy-Plan is not the same – but it joins together the map of your wealth for a generational succession.
Build Relationship
Your Estate Master relationship is the foundation for outstanding results in your wealth decision-making.
Develop Your Decision-making Process
Your Estate Master helps you to become more effective in confident and courageous decision-making through strengths, expectations, and coaching.
Lead Change
We embrace change and set goals that align with our stated vision.
Facts to Inspire You
Your Estate Master encourages you to minimise assumptions and seek more fact-fullness when making wealth decisions.
Think Critically
Your Estate Master assists you in gathering and evaluating the information that leads to smart decisions.
Communicate Clearly
Your Estate Master shares valuable information regularly and clearly.
Create Accountability
Your Estate Master uses accountable methods to release optimal wealth performance.
Universal Competencies
Your Estate Master uses these seven competencies as a feedback framework.
OUR ESTATE MASTERS
ESTATE MASTER
VALUES IN SUPPORT
- Curae: Take Care
- Fiducia: Confidence & Courage
- Diligentia: Accuracy & Discipline
A LIVING
PHILOSOPHY
“Each generation will reap what the former generation has sown.”
– Proverbs
“Your own unique GENERATIONAL PLAN becomes THE HERITAGE OF your WEALTH”
– Your Estate Master
CONTACT US
Phone: 083 387 3507
Email : sp@executorsroom.co.za
Beach Boulevard Road
Voor Bay, Mossel Bay
South Africa