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Trusts and Wills

Trusts and Wills
 
 

Formation of new trust from scratch

Free wills for you and your spouse. Unlimited free consultations with our CEO (see BOOK A CONSULTATION above to book), discussing the relevant issues, drafting and registering the trust deed. Acting as independent professional trustee for 12 whole months from date of purchase only if a Debit Order is signed covering future years. Takes 6 to 12 weeks. Not registered as a taxpayer

R11,400.00

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Available
 
 

Modification of your existing trust deed

Free wills for you and your spouse. Unlimited free consultations with our CEO (see BOOK A CONSULTATION above), discussing and addressing the relevant issues, drafting and submitting the resolution to amend the Trust Deed. Takes 6 to 12 weeks.

R11,400.00

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Available
 
 
 

Shelf Trust (Family First Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 

Shelf Trust (Keystone Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 
 

Shelf Trust (Next Time Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 

Shelf Trust (With Purpose Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 
 

Wills

One or two wills for spouses

R2,900.00

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Available
 
 

Wills and Testamentary Trust

One or two wills for spouses with testamentary trust deed to care for your minor children

R11,400.00

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Available
 
 
 

Older Shelf Trust (Building Wealth Trust)

Year: 2016

Ideal for urgent asset protection. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R25,800.00

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Available
 
 

Older Shelf Trust (Time for Property Trust)

Year: 2016

Ideal for urgent asset protection. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R25,800.00

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Available
 
 
 

Older Shelf Trust (Both Ways Winners)

Year: 2016

Ideal for urgent asset protection. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R25,800.00

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Available
 
 

Acting as independent trustee for 2019

For asset protection purposes, the only choice you have is whether to appoint our CEO or another independent professional, in which case please ensure that it is someone who specialises in trusts. If is paid in advance on 15 January each year by signed Debit Order, this discounted fee of R3 870 applies. If, however, a Debit Order is not signed, the full fee of R6 400 is payable, also on that date and failure to pay will result in my resignation. The fee will be subject to normal inflation adjustments each year.

R4,150.00

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Available
 
 
 

Application for certified copies from the Master

Trust Deed and/or Letters of Authority

R3,800.00

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Available
 
 

Formation of a community trust

Unlimited free consultations with our CEO (see CONTACT US/ FIND US to book), formation of a new trust. Takes 6 to 12 weeks after submission, not including registering it as a taxpayer.

R19,400.00

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Available
 
 
 

Formation of an employee share trust

Unlimited free consultations with our CEO (see CONTACT US/ FIND US to book), formation of a new trust. Takes 8 to 14 weeks after submission, not including registering it as a taxpayer.

R24,000.00

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Available