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.
