Sample preview - not a real firm.All firm details, client names and figures below are placeholder data shown to illustrate how the portal looks for a partner firm. No real client information is displayed.

    Co-branded practitioner portal preview

    What the When I Am Gone client portal looks like with your branding

    The mock-up below is a read-only snapshot of the practitioner dashboard branded for Van der Merwe Attorneys. The firm's name, short-name logo and primary colour are pulled from our co-branding config; the client and activity data shown is illustrative only.

    VDM

    Van der Merwe Attorneys

    Estate and trust practitioners · Stellenbosch

    Welcome back

    Today's overview across 4 active matters

    Active matters

    4

    Awaiting review

    1

    Ready for export

    1

    Combined estate value

    R 46 350 000

    Client matters
    Sample data
    Matter / clientStatusProgressEstate valueUpdated

    J. van der Berg

    VDM-2026-014 · Estate planning - joint

    In review

    86% complete · 9 docs

    R 12 400 0002 days ago

    M. Naidoo

    VDM-2026-021 · Will refresh + executor change

    Active

    64% complete · 5 docs

    R 4 850 0001 week ago

    S. Botha

    VDM-2026-005 · Deceased estate - Section 29 lodged

    Ready

    100% complete · 18 docs

    R 21 900 000today

    P. Khumalo

    VDM-2025-198 · Trust restructure

    Active

    41% complete · 3 docs

    R 7 200 0003 weeks ago
    Recent activity

    A. van der Merwe approved access request for S. Botha

    Today, 09:42

    L. Petersen uploaded death certificate for S. Botha

    Today, 08:15

    A. van der Merwe generated handover pack for J. van der Berg

    Yesterday, 16:03

    Client added retirement annuity for M. Naidoo

    Yesterday, 11:28

    A. van der Merwe added internal note for P. Khumalo

    2 days ago, 14:50

    Generate handover pack

    Compile a client's vault into a single PDF for estate administration. Disabled in this preview.

    What we customise for partner firms

    Firm identity

    Your name, logo and primary colour appear in the top bar and on every client-facing screen.

    Client portal

    Clients see your branding from the invitation email through to their vault dashboard.

    Handover packs

    Exported PDFs carry your firm's identity in the header and footer of every page.

    Want this preview with your firm's branding?

    We'll build a private, co-branded preview using your logo and colour for your partners to review.

    When I Am Gone is a life-file and estate-readiness platform. It is not a law firm, financial adviser, estate administrator, executor service, probate service or insurer. The platform stores information you supply and helps you keep it organised; it does not provide legal, tax or financial advice.

    When I Am Gone (Pty) Ltd ("When I Am Gone") is a registered Financial Services Provider (FSP No: 55699) providing secure digital information storage and estate-readiness tools. When I Am Gone is not a law firm or estate planning professional. For personalised legal, tax or estate planning advice, consult a qualified attorney or fiduciary practitioner. Executors and beneficiaries are responsible for verifying information and obtaining professional advice before acting.

    Will documents created using When I Am Gone must be printed, reviewed, and signed in the presence of two competent witnesses as required by the Wills Act 7 of 1953. Electronic wills are not valid under South African law. When I Am Gone does not verify will validity, witness competency, or guarantee executor or Master of the High Court acceptance.

    When I Am Gone (Pty) Ltd is responsible for its account and service administration. Private vault content uses browser encryption, while metadata and some requested services use readable or server-encrypted records. Our Privacy Policy explains purposes, providers, international transfers, retention and your rights. Account closure does not by itself confirm complete deletion. Lawfully retained records remain subject to appropriate access and use restrictions.

    You have the right to access, correct, delete, or object to processing of your personal information. Contact our Information Officer at support@wheniamgone.co.za for data subject requests. POPIA security-compromise notifications must be made as soon as reasonably possible, subject to the specific legal exceptions and permitted delays. See our Privacy Policy for full details.

    © 2026 When I Am Gone (Pty) Ltd. All rights reserved. Registered in South Africa.

    When I Am Gone is a registered Financial Services Provider | FSP No: 55699 | Regulated by the FSCA

    Administrative vault services are non-FAIS. Insurance services, where live, are financial services and are provided under the relevant authorisation, disclosures and product-provider terms. The will wizard and estate vault are software tools, not FAIS products. Insurance cover products are not yet on sale. When insurance products are offered, any remuneration will be regulated under FAIS and disclosed before any transaction. CPA and ECTA cooling-off rights apply where the transaction qualifies. The FSP licence is held by When I Am Gone alone and is never re-presented under a partner brand.

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