Christo Mulder Attorneys

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Estate Planning

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.
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  • 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

Related Articles

Life partners now qualify for intestate succession

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May 25, 2022

The Constitutional Court recently confirmed the October 2020 ruling of the Western Cape High Court that section 1(1) of the Intestate Succession

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Maintenance claims from life partner’s estate

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February 22, 2022

“Should a person who has shared her home and life with her deceased partner, born and raised children with him, cared for

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Conflicts of interest in the execution of an estate

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November 24, 2021

The nomination of an executor is an important aspect of a Last Will and Testament. An executor is nominated in a Last Will and Testament and, upon death, he or she

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