Estate planning & administration Print
Estate planning forms an essential, but complex part of personal financial planning. Everyone should carefully consider the way in which their affairs are ordered in an ever-changing financial and legislative environment.

We offer a comprehensive consultancy service to assist you with estate planning, which involves trusts, wills, future planning, insurance and taxation. We take into account your personal needs and requirements within the context of your priorities and preferences.

We can:
  • Draft a will
  • Review your existing will, deeds of trust and other agreements
  • Administer your estate
  • Act as executors or as agents of nominated executors
  • Calculate your estate duty liability
  • Plan the liquidity of your estate
 

Contact Details

Tel: +27 21 405 8500 | Fax: +27 21 419 6720

Contact us