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.

Ensuring that your estate 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

Is bond switching the key to lower mortgage payments?

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March 26, 2025

In recent years, bond switching has become an increasingly popular choice among homeowners looking to reduce their monthly payments, access better loan