How can we help you?
Will drafting
Let us help you to ensure that your final wishes and legacy are protected with precision and care through our
expert service in drafting your last will and testament.
Estate Planning
Having a comprehensive estate plan, you will ensure your family’s wealth is preserved and passed on to your loved ones effectively and in a tax-efficient manner. Securing their financial well-being and ultimately achieving your legacy goals.
Family legacy planning
The process of intentionally preparing and preserving a family’s values, wealth and traditions to be passed down through generations. It involves the strategic alignment of financial, legal and personal goals to create a comprehensive plan that ensures the family’s legacy endures and thrives.
The importance of such a plan lies in fostering unity, instilling a sense of purpose and providing a framework for successful wealth transfer, empowering your descendants to carry on the family’s heritage.
Trust Drafting
“Do I really need a Trust?” The answer to this question depends on a couple of factors, mostly relating to your history, current situation and you plan for the future. It is not necessarily a simple yes or no answer
and for that reason we first listen attentively before we draft a Trust.
independent trustee
As an independent trustee, we render support to fair and equitable decision making due to lack of personal gain or personal benefit from such a decision. Our responsibility also includes the improvement and upkeep of
all Trust record keeping. Read more about our Independent Trustee Guarantee.
Trust Administration
Establishing a Trust may be straightforward, but the comprehensive and ongoing trust administration requirements can quickly become burdensome if not managed continuously and effectively.
Therefore, the responsibilities and accountability of all Trustees should never be underestimated. Our services guarantee that your Trust consistently adheres to all legal administrative obligations, safeguarding its validity and leaving no room for doubt.
Trust accounting
As Trustee, it remains your fiduciary duty to see to it that your Trust’s financial records are up to date and that the Trust is in good standing with SARS (Tax compliant). We manage this process on your behalf by liaising with a panel of accountants who are proficient and cost effective.
independent trustee guarantee
A legal entity can not act as a Trustee if not represented by a natural person. It is most frustrating (and costly) to change the representative should that person leave the Independent Trust Company’s services.
For this reason, we guarantee your independent trustee representative for a period of at least three years.
Should, for some reason beyond our control, not be able to honor the guarantee, 50% if all independent Trustee fees will be refunded.
