Estate Planning



Our Estate Planning department is able to advise clients on appropriate measures to take to ensure the continued financial security of dependents and other family members after death.



Contact us for:

  • Ensuring that your estates planning is done rigorously
  • Ensuring that your final wishes are complied with and estate duty is minimised.
  • The formation of a testamentary trust to ensure that assets left to minor beneficiaries are well managed
  • The role and power of trustees
  • Guidance regarding implications of insolvency of your chosen beneficiaries
  • The appointment of a guardian for your minor children
  • The appointment of an executor
  • The establishing an inter vivos trust
  • Reporting of a deceased estate to the Master of the High Court
  • Obtaining the Letter of Executorship or Letter of Authority
  • Gathering and managing all the necessary reporting documentation required to wind up the estate
  • Open and managing of the estate bank account
  • Placing of the required advertisements in the local newspaper and Government Gazette
  • Drawing up the Liquidation and Distribution account and obtaining the Masters’ approval
  • Calculation and arrangement of estate duty payments to SARS
  • Finalisation and the wrapping up of the deceased estate
  • Estate planning and fiduciary services
  • Assist in providing financial security to dependants and family
  • Advice on planning taxation and independent trusteeships
  • Trust fiduciary services
  • Drafting of related planning documentation and agreements

Additional information:

Request a Consultation



March 25, 2019

Trustees’ duties and powers

All the powers of a trustee are ‘fiduciary’, which means that they must be exercised as follows: in the best interests of all the beneficiaries; only for the benefit of […]
November 6, 2018

Can trustees ban your pet in a sectional title scheme?

Problems around the ownership of pets are common amongst owners of sectional title properties, but while laws may be imposed by the trustees of the homeowners’ associations, the requirement for […]
December 1, 2016

Why is an independent trustee important?

A well-known court case, Land Bank of South Africa vs JL Parker and Two Others (the Parker case) irrevocably changed the requirements for independent trustees to be appointed and placed […]
September 21, 2016

How to register an inter-vivos trust?

In South Africa there are mainly two types of trusts that are registered. An inter-vivos trust can be created between living persons, and a testamentary trust is created in the […]
June 23, 2016

The advantages and disadvantages of trusts

Trusts have various advantages, but unfortunately there are also disadvantages. Although this is not a complete synopsis of all the pros and cons, it gives a general overview of what’s […]
September 30, 2015

Is it beneficial to create a trust?

A Trust can be described as a legal relationship which has been created by the founder, who places assets under the control of Trustees. This either happens during the founder’s […]
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