LET US TAKE CARE OF IT. ALL OF IT.
LET US TAKE CARE OF IT. ALL OF IT.
TRUST SERVICES
ADMINISTRATION OF DECEASED ESTATES
TRUST
SERVICES
Whether you are working towards a lasting legacy or want to protect an inheritance or generational wealth, our comprehensive services honour your unique financial requirements. We assist with:
Founding of new inter vivos trusts
Living trusts
Drafting of testamentary trusts
As part of a Will or as an additional annexure to an existing Will.
Amendments to inter vivos trusts
Life happens and therefore changes to trust deeds are sometimes essential.
Administration of testamentary & inter vivos trusts
A comprehensive service with end-to-end administration, accounting, and legal advice services.
Trustee training
Whether you are working towards a lasting legacy or want to protect an inheritance or generational wealth, our comprehensive services honour your unique financial requirements. We assist with:
Founding of new inter vivos trusts
Living trusts
Drafting of testamentary trusts
As part of a Will or as an additional annexure to an existing Will.
Amendments to inter vivos trusts
Life happens and therefore changes to trust deeds are sometimes essential.
Administration of testamentary & inter vivos trusts
A comprehensive service with end-to-end administration, accounting, and legal advice services.
Trustee training
TRUST
SERVICES
ADMINISTRATION
OF DECEASED
ESTATES
As family and friends mourn the loss of their loved one, our essential estate services provide relief and certainty to those who remain. They include:
Reporting of the death to the Master of the High Court
Assistance with completing the document pack as legally required.
Liquidation and Distribution Account (L&D)
Assisting and drafting the L&D according to legal requirements.
Full administration of the estate
As executor or agent to the executor, providing assistance from start to finish to the satisfaction of the Master of the High Court.
Includes: reporting of death; information gathering from financial institutions, debtors and creditors; legal advertisements; L&D account; opening of the estate banking account; finalisation of personal taxes including capital gains taxes; distribution and transfer of the property.
ADMINISTRATION OF DECEASED ESTATES
As family and friends mourn the loss of their loved one, our essential estate services provide relief and certainty to those who remain. They include:
Reporting of the death to the Master of the High Court
Assistance with completing the document pack as legally required.
Liquidation and Distribution Account (L&D)
Assisting and drafting the L&D according to legal requirements.
Full administration of the estate
As executor or agent to the executor, providing assistance from start to finish to the satisfaction of the Master of the High Court.
Includes: reporting of death; information gathering from financial institutions, debtors and creditors; legal advertisements; L&D account; opening of the estate banking account; finalisation of personal taxes including capital gains taxes; distribution and transfer of the property.
