Trust and Estate Planning
Protect what you've built. Leave clarity, certainty, and a legacy for those you leave behind.
Last Will and Testament
A valid, properly signed, and regularly reviewed will is the foundation of every estate plan.
We draft wills primarily for our existing clients, where the will forms part of a broader financial, retirement, and estate strategy.
For new clients, we focus on reviewing and correcting existing wills, ensuring they still reflect:
- Your current family structure
- Your assets
- Your intentions
- Current legislation
No one should pass away without a valid will.
No family should be left with uncertainty, conflict, or loopholes.
Trusts and Business Structures
Trusts are not for everyone.
They are most appropriate for:
- Individuals or families with estates above ±R7 million
- Business owners with operating risk
- People serious about long-term legacy planning
- Those seeking estate duty efficiency and asset protection
In our experience, the majority of trusts we implement are for business owners, particularly those with:
- Multiple businesses
- Property exposure
- Personal risk linked to trading activities
When structured correctly, trusts can:
- Protect assets against liquidation or sequestration
- Reduce estate duty over time
- Separate personal and business risk
- Preserve wealth across generations
Estate planning is not about dying.
It's about making life easier for the people you love.