Leave your Legacy behind

DON’T JUST LEAVE A WILL, ENSURE YOUR WILL & IMPORTANT INFORMATION CAN BE FOUND

What we do

 
File4U is a secure online service that allows for the storage and retrieval of your vital documents, policies and contractual information – accessible from anywhere around the world.

Imagine the peace of mind, knowing that you and your affairs are in order, all your critical documents are centrally located and can be accessed by your family or loved ones should you no longer be able to do so yourself.

What you do has greater impact than what you say…

Stephen Covey.

Will

How it works

1. Simple registration

Simple & safe registration with PayFast. Or contact a friendly File4U agent to assist.

2. Prepare documents

Obtain as much information as possible on your Insurance Policies, Investments, Assets & Liabilities. If you prefer to email the information through, our Agents can populate the data for you on the Professional Plan. We know it's a lot of work initiailly, but we can always update your data as we go along.

3. Nominate a contact

Nominate a selected contact/ should anything happen to you. The nominated contact will receive an immediate notification asking if they accept your request. This can be a family member, friend, business associate, Executor of Estate etc

4. Reminders & Notifications

We will periodically send reminders to you and your nominated contact

File4U Includes

  • Basic Information
  • Critical Information
  • Secret Benefactiaries
  • Secretive Information
  • Financial Assets
  • Liabilities
  • Account Information
  • Ownership Information
  • Personal Belongings
  • Where To Find
  • Digital Information
  • Pets
  • What will I leave behind

    According to 2019 US Census Bureau there were 15 Miliion Widows & Widowers – 77% were woman. Most of these women had left the estate planning to their husbands.

    Losing a spouse brings a flood of emotions that can make tasks like managing financial obligations seem almost impossible.

    File4U will enable you to access the necessary information with ease and have important documents and information stored in a central hub.

    At a glance, you would be able to see if your spouse had a Last Will and Testament, funeral policy, education policy or life insurance that would ease the financial stress on you.

    Estate Planning for single or divorced parents. South Africa counts among countries with the highest numbers of children who are being raised by single and divorced mothers. File4U will enable to protect your children’s future by having a central hub for all their vital information such as guardianship agreement, trust, education or life policy.

    Why File4U?

    File4U is a secure online platform that securely stores and manages your vital documents, policies and contractual information – accessible from anywhere around the world.

  • Simple secure document
  • Accessible anywhere in the world
  • Nominated emergency/next of kin contact
  • Notifications and reminders