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“If you are facing in the right direction,
all you need to do is keep walking”

“If you are facing in the right direction, all you need to do is keep walking”

Our services

Our clients are unique and varied, each with their own specific set of circumstances or needs. The services which we offer include the following:

Drafting of Wills and Estate Planning

In drafting your Will, we will work with you to minimise estate duty and taxes, provide liquidity, ensure provision for dependents, provide for continuity and help to ensure that your assets are transferred to the heirs of your choice.

Administration of Deceased Estates

An involved process that includes the submission of the required documents to the Master of the High Court, taking inventory, collecting assets, managing the estate (paying bills, collecting outstanding debts, selling assets, sometimes arranging for the temporary running of a business), payment of taxes (dealing with SARS, submission of tax returns), winding up of the estate and distribution of assets.

Administration of Testamentary Trusts

In addition to the above, we also ensure the protection of assets bequeathed by way of a testamentary trust and ensure that interests of the beneficiaries are looked after.

Managed Account Facilities

Our Managed Account Facility offers professional management of your income and expenditure should you require assistance with your day-to-day financial affairs. This service is ideal for the elderly who cannot look after their own affairs. Family members can rest assured that all bills are paid on time and tax returns completed and submitted.

“You can’t do anything about the length of your life, but you can do something about its width and depth.”
Evan Esar