What is Fiduciary Service?

Managing family and business assets across the board can be complex and daunting, especially with legal and tax hurdles at every turn. We understand these problems, and we focus on your legacy and ensure that these matters are managed correctly.

Do I need to have A Will and have my Estate Planning reviewed?

The answer is “YES”. You may hear the word “ESTATE” and think of mansions and millions of Rands. But you don’t have to be wealthy to have a well-planned estate or an up to date will. In fact, it is important to protect whatever assets you or your family have in place.

Are you certain that your Estate Planning is correct? Up to date? Relevant to your current needs and circumstances? When was the Last time your Will was updated? Are all your children included? Do you even know if your will is kept in safe custody?

If you have answered NO to any questions above then it is imperative that you seek advice. Speak to one of our Qualified Consultants to help guide you through this process?

“Planning is bringing the future into the present so that you can do something about it now.”

A good plan is like a road map, it shows the final destination and usually the best way to get there.

Wills and Estate Planning

Why a Will?

You need a will – a legal declaration by which you name one or more persons to manage your estate and provide for the distribution of your assets after you’ve passed. This ensures that your estate can be wound up timeously and accurately so that your loved ones can be looked after post your death in the same way you looked after them while you were alive.

What happens if you don’t have a Will?