FIDUCIARY SERVICES

FIDUCIARY AND ESTATE PLANNING SERVICES AVAILABLE

We have the most competitive fee structure
  • Simple as well as complex wills
  • Testamentary trusts or inter vivos trusts
  • Safekeeping of will
  • Annual review on existing wills
  • Family trusts
  • Bewindtrusts
  • B-BBEE trusts
  • Public benefit organisation trusts
  • Secretarial as well as administrative services
  • Income on Trusts as well as expenses management
  • Trust administration
  • Compliance of legal requirements in terms of Trusts
  • Buy and Sell agreements
  • Shareholders agreements
  • Commercial and residential property agreements such as Buy and Rental contracts
  • Property transfers and Mortgage registrations
  • Ante nuptial contracts
  • Restructure of enterprises in terms of B-BBEE and black ownerships.
  • Agreement on the acquisition of shares
  • Service level agreements
  • Standard term and requirements for trade
  • Unique MOU’s for companies
  • Estate administration is not limited to the value of the estate
  • Estate administration is done as authorized, co-executors or executors.
  • Competitive executors fee
  • Client stays well informed of the estate administration process by frequent communication at specific milestones.
  • The financial adviser stays part of the administration process to benefit from any future investments that may flow from the administration process.
  • Sharing in fees as well as concession agreements between the financial adviser and client gives the financial adviser negotiation power.
  • Specialist knowledge of Estate firearms.