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Trustee & Estate Services

​We have an acute understanding of the relation between trusts and estate planning, as well as the legislation surrounding them.

This awareness allows us to maintain your entrusted interests by guiding you into the best decisions.

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Independant Trusteeship

Independent trusteeship requires a deep understanding of trust structures and estate planning. With this knowledge, we safeguard your interests, providing expert guidance to ensure your trust operates smoothly and in accordance with your long-term objectives.

Trust Registrations & Administration

Trust registration and administration require meticulous attention to detail and a solid grasp of the legal framework. With our expertise, we handle the entire process—ensuring your trust is set up correctly, administered efficiently, and aligned with your goals for the future.

Trust Deed Amendments

Trust deed amendments require careful consideration and precision to ensure they reflect your current intentions and comply with the law. We guide you through the process, making sure changes are seamlessly implemented while safeguarding your interests and objectives.

Estate Planning

By crafting tailored strategies, we ensure your wishes are honoured, taxes are minimised, and your estate is managed with care and efficiency.

Drafting of Wills, Codicils & Letter of Wishes

Drafting Wills, Codicils, and Letters of Wishes requires precision and a personal touch to ensure your intentions are clearly expressed. By creating legally sound and thoughtfully structured documents, your legacy is protected, and your loved ones are cared for according to your wishes.

Curatorships

With a focus on compliance and the individual’s best interests, our process ensures the individuals assets and well-being are safeguarded.

Deceased Estates

Administering deceased estates involves navigating a complex process during an emotional time. With meticulous attention to detail and respect for the wishes of the deceased, the process ensures assets are distributed fairly, debts are settled, and compliance with legal requirements is maintained.

Commissioning & Affidavit Services

Whether it’s certifying documents or attesting to statements, Our services provide the formal validation needed for all official matters in this regard

Testamentary, Business & Special Trusts

These are powerful tools for protecting assets and achieving specific goals. Whether preserving wealth for future generations, structuring business interests, or addressing unique circumstances, these trusts provide tailored solutions aligned with your intentions.

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Morne Janse Van Rensburg

Managing Director

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Stacy Rouchos

Trust & Estates Officer

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