Wills, Estates, Trusts and Planning

Estate planning entails the legacy you would like to leave through your Will, as well as considering the establishment of Trusts and the needs of your beneficiaries, be they majors or of minor age.

Creating a comprehensive estate plan to deal with your assets and providing for your loved ones after your death is an important financial duty. You owe it to yourself and your family to plan for the distribution of your assets upon your death.

• After our death, we will leave behind an estate which requires administration and finalisation.
• How do we best ensure that our affairs are structured in the most tax and cost-efficient manner?
• How can we be sure that our loved ones and those we leave behind are best-taken care of?

• Administration and finalization of deceased estates
• Estate planning phase
• Drafting documents

A list of your assets and liabilities sets the foundation for deciding your beneficiaries, their share and what debts will be settled.

Once this is complete we move to structure your estate and begin drafting the relevant documents.

The most common misconception is that people think their estate is not large enough to warrant proper planning.

But when it comes to estate planning, size doesn’t matter. Even individuals with smaller estates can benefit from knowing their affairs are in order.

There is also the mistaken belief that estate planning is a costly exercise and a tedious process. Let us take you through our process. Let us show you how having a plan in place can benefit you and your loved ones. It’s less costly than you think.