OUR SERVICES INCLUDE
Creating a Will is one of the most intentional and important decisions you’ll ever make.
That’s why we take a thoughtful, compassionate approach to ensuring your wishes are clearly defined and your loved ones are protected.
Working alongside a registered Financial Planner, we offer a suite of estate services designed to simplify the process while meeting all legal requirements.
Our goal is to give you peace of mind, by knowing that your estate is structured, your intentions are clear, and your family won’t be left with uncertainty.
Our services include:
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Estate Planning
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Drafting of Wills
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Liquidity Review
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Administration Cost Cover
Take control of your future—because peace of mind today means protection for those you care about most.
We specialise in the administration of deceased - and insolvent deceased estates, whether in terms of the deceased's last Will, or the Intestate Succession Act.
Our service includes, but are not limited to the following:
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Reporting the estate to the Master of the High Court
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Follow up on the receipt of the Letters of Executorship
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Correspondence with all stake- holders, including SARS, debtors, creditors, heirs, etc
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Placement of legal advertisements
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Drafting of accounts and distribution of assets
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Transfer of fixed property
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Completion of outstanding Income Tax returns
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Transfer of inheritance to foreign-based beneficiaries
ESTATE
ADMINISTRATION
POWER
OF ATTORNEY
ESTATES
In the following instances, we provide estate administration services under Power of Attorney:
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Where an Executor wishes to appoint, or must appoint an Agent to assist with the Administration process and to take full responsibility for the associated duties
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Where the deceased did not have a Will and an executor needs to be appointed to finalise the administration process