SERVICES

ESTATE STRUCTURING AND LEGACY PRESERVATION

  • Organisational strategy formulation
  • Shareholder agreements development
  • Customed MOI drafting
  • Drafting of trust deeds
  • Registration of companies and trusts

TRUST ADMINISTRATION

  • We set up of trusts by developing a trust deed as an instrument
  • We prepare trustee meeting packs and the administration thereof
  • We will consolidate the trust’s accounting and file taxes with SARS
  • We will file and administer all required documentation with the Master of the High Court

ESTATE PLANNING & ADMINISTRATION 

  • We will write you a will and stored it
  • We will compile an asset and liabilities list for the estate
  • We will file for executorship with the Master of the High Courts
  • We will notify creditors and advertise the estate in the Government Gazette and local newspapers
  • We will file the deceased and estate taxes with SARS
  • We will open a liquidation and distribution estate account
  • We will distribute the estate to the heirs, legatees, or beneficiaries
  • We will sign off the estate with the Master of the High Court