We are experts in a lot of Estate Administration
Our specialised team is made up of experts and offers a range of services including drafting Wills, Estate Administration, setting up of Trusts , assisting in Trust Administration and taking on professional Trusteeships in South Africa.
We help people in solving the Drafting of Wills, Deceased Estate Administration and Trust Administration in South Africa.
Let’s make sure that your estate and succession plans are administered correctly and executed as per your wishes when you’ve passed on. Learn more about our services below.
Administration and liquidation of estates:
This involves collection of assets of the deceased – including funds at banks and pensions funds, insurance companies and investments. Advertising the estates in terms of the Act and validation of creditors Preparation of liquidation and distribution account Distribution of estates assets to beneficiaries
Child Support
Ensuring you have a valid will can make all the difference to your family when you pass away. Because a will is such an important part of estate and financial planning, it is worthwhile to get professional advice when drawing up one. Incorporating a discretionary testamentary trust in your Will can greatly enhance the value of the inheritances you leave by providing your beneficiaries with the ability to eliminate or reduce the array of taxes they may have to deal with, and at the same time simply and cost-effectively wrap up their inheritances with secure protection from the claims of creditors, spouses, etc, so their inheritances can be easily kept and passed down within the family.
Family and Business Trust
While the tax benefits of trusts have been eroded away by the new tax regulations, trusts still remain an important tool to protect your assets from events such as divorce, sequestration or insolvency. We assist with efficient structuring your assets into the trusts to ensure your intentions are achieved. We will register the family or business trust for you with the Master of High Court. We also help with all the compliance issues surrounding trusts such as administration, tax and record keeping
Dispute resolution
Sometimes disagreements are inevitable in families after the loss of key family member like a parent. What is important is for all disputing parties to find common ground and move on with life. We assist our clients with family counselling services, dispute resolution support, relationship building and reconciliation.
