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



May 14, 2021

The validity of an antenuptial contract

John and Susan are getting married on the 5th of October 1993. They have chosen to get married by way of an Antenuptial Contract. John and Susan signed the contract on the […]
August 17, 2017

Antenuptial contracts: Can I get one after marriage?

Couples who are interested in an antenuptial contract often make the decision to get one before they are married. That is the ideal scenario. However, some couples may have already […]
October 26, 2016

Do I need an antenuptial contract before marriage?

An antenuptial contract is an important document that, under South African law, determines whether your marriage will exist in community of property or out of community of property, with or […]
Contact Us
We use cookies to improve your experience on our website. By continuing to browse, you agree to our use of cookies
X