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



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 […]
April 1, 2016

Trustees of body corporate not allowed to disconnect electricity or water supply to a section as a debt collection measure

The default of levy payments is a frequent problem for the trustees of body corporates as well as the managing agent. It is the way in which the defaulting owner […]
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 […]
Contact Us
We use cookies to improve your experience on our website. By continuing to browse, you agree to our use of cookies
X