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



September 28, 2020

Getting this wrong might have your loved ones end up in court

I gave instructions to my attorney to prepare a Will for me as my most recent Will no longer reflected my wishes. My attorney emailed the Will to me with clear instructions as to how I should […]
April 19, 2017

Authenticating documents for use outside SA

If you need to use official South African documents in another country, it is necessary that they are legalised for use abroad. This can be for any number of reasons, such […]
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 […]
August 18, 2016

Managing disputes over a deceased relative’s estate

If someone leaves a sizeable estate behind, it may cause conflict among the possible heirs. The help of an attorney, when settling an estate after a death, can avoid unnecessary […]
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