MyProtector Trust
Structures


Without funding and a strategy, it's harder to maintain a
lifestyle or support future generations. Not educating heirs
on financial responsibility can lead to wasting inherited
wealth, perpetuating financial instability.

Bespoke products & services with our SA insurer partners
Get free trust deeds drafting with our products
Get massive bespoke value on all our legacy options
No administration fees that inflate insurance quotes
Get hand-holding generational-wealth family services

 





Who we are

We are a passionate team of professionals dedicated to transforming families like yours into pillars of strength and unity that endure for multiple generations. Our groundbreaking consulting services and trust policies empowers families of all income levels to come together, fostering trust, enhancing communication, and working collectively to uplift the whole family.

With years of combined expertise, we are the trailblazers and leaders in heritage planning in South Africa. Crafting and implementing your unique plan involves a dedicated team of professionals from diverse disciplines, not just a single individual.

Our team, with expertise in accounting, tax, law, investing, trusts, and insurance, will be integral not only to your planning but also to your life. One of the hallmarks of exceptional Heritage Design is selecting advisors who will collaborate seamlessly on your family's behalf, ensuring every aspect of your plan is meticulously managed and continuously optimised.

This element is critical for effectively sustaining wealth and unity from generation to generation. We are excited to meet you and embark on a journey together to unlock your family’s fullest potential and forge a legacy of lasting success and fulfillment.






Who insures & underwrites our products?













  myPRO Family Business
trusts


CUSTOMISED TRUST SOLUTIONS

MyProtector is a leader in providing customised Trust solutions for
family business owners. We focus on helping you manage all your
wealth through trusts and company structures, ensuring optimal
protection and efficiency. We include family heritage planning to equip
your family for multi-generational succession.









myPRO Heritage Preservation
trust Package
Use our whole life insurance policy to fund the creation and
preservation of a multiple-generational family trust and your
family's heritage archive. Also, fund the costs associated
with the transfer of your assets into the trust.


 









  myPRO Guardian
trust Package
Our whole life insurance policy is essential for guardians to
guarantee financial security for your beneficiaries, ensuring
that your loved ones are cared for and their future is
protected if you're not there for them.






Have you considered our multi-purpose policy? It combines the benefits of all three
individual policies into one comprehensive plan. Explore our solutions by clicking here.

     
 
PRODUCTS UNDERWRITTEN BY GUARDRISK LIFE

  
     
 

We are unwaveringly devoted to the financial well-being of our members, and our dedicated team is poised to provide expert guidance on your financial journey, empowering you to plan your life with unwavering confidence and wisdom. Our mission is to position ourselves as a premier membership organisation committed to safeguarding your distinct family legacy, founded on bespoke financial and legal principles.



Ways to apply


Here's how to obtain these solutions

Simply get a quote or submit details from this web page above to start the process
  or,
Do this on your LegalTech Platform under the 'My Services' section
  then:
When we receive the quote or submit details, we will contact you for a free initial phone consult or video conference so we can get to know you and understand what it is that you are looking to accomplish in the planning process.
Next, if you already have an estate or trust plan in place, you will email your existing planning documents to us for review at no charge.
We will then prepare a Free Insurance Quote that fits your personal objectives and gives you an full understanding of the solutions and prices for you to decide on.
Once sent to you, we will have a follow up phone or video conference consultation with you regarding changes that you would like to make as well as any changes we recommend.
If you move forward with our recommendations, we will finalise your legal documents and provide you with your policy documentation.
You can then sit back and relax, knowing that your estate or trust plan is in place and you can look forward to the future with peace of mind!
 


Note: Your quote will be done by our financial insurer partners. We do not provide financial advise, however our attorneys will provide you with education and support when you need guidance.
 
     







Company
 
Administration
 
Get in Touch
  We are the FIRST to offer a family heritage archive
with your lifestyle plans since 2000.
Our Team
Our Difference
Our Merchant Partnership
Partner Portal
Executor Portal
Governance
Contact Us

The MyProtector Membership Agreement is provided by MyProtector Group (Pty) Ltd (Reg. No 2023/725775/07). Myprotector.net myPROVAULT is a specialist cloud platform since 2003 and is wholly owned by MyProtector Group (Pty) Ltd. Disclaimer: The information provided by MyProtector is for educational and informational purposes only and should not be interpreted as personal financial, legal, or tax advice. MyProtector partners with qualified attorneys, fiduciaries, tax professionals, and financial insurance institutes to offer services and quotes to members. While members are welcome to consult with MyProtector's qualified advisors for further guidance, personal advice will only be provided through proper consultation. Quotes and services from insurance partners are provided independently, and MyProtector does not endorse any particular provider.