Fiduciary Services

Wills & Estate Planning

Your will is one of the most important documents you’ll ever sign. It ensures your wishes are honoured, your loved ones are provided for, and your assets are distributed as you intended. Our fiduciary team takes the time to understand your unique circumstances – whether you have minor children, a blended family, a business enterprise, or specific wishes regarding your estate – and drafts clear, legally sound wills that bring peace of mind to you and certainty to your family.

Estate planning goes beyond your will. It involves carefully structuring your assets during your lifetime to ensure they are distributed according to your wishes after your death, while minimising taxes, fees, and potential legal complications. We also assist with reviewing and updating existing wills after major life events such as marriage, divorce, or the birth of a child. Without a valid will, your estate will be distributed according to the laws of intestate succession, which may not reflect your intentions.

Trusts

Trusts are a powerful legal instrument for protecting assets, supporting estate planning, and providing for loved ones – both during your lifetime and beyond. We assist with the creation, registration, amendment, administration, and dissolution of all trust types, including family trusts for long-term wealth protection, testamentary trusts for minor children or dependants, and special trusts for individuals with disabilities. Each trust is carefully structured in compliance with the Trust Property Control Act and tailored to your specific objectives. Our team ensures all trustees understand their duties and that compliance requirements are met throughout the trust’s life.

Administration of Deceased Estates

Losing a loved one is never easy, and dealing with the legal and financial responsibilities of winding up their estate can feel overwhelming. Our team offers professional, compassionate support throughout the entire administration process – from reporting the estate to the Master of the High Court and obtaining Letters of Executorship, to identifying and collecting assets, settling debts, drafting the liquidation and distribution account, and distributing inheritances to beneficiaries. We handle estates of all sizes and complexities, including those involving trusts, foreign assets, or business interests, ensuring full compliance with the Administration of Estates Act at every stage.

We also assist with curatorship applications, Mental Health Care Act administrations, and powers of attorney.