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Trusts and Wills

Trusts and Wills
 
 

Form your of new trust now

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. Takes 6 to 12 weeks. Your trust will not need to be registered as a taxpayer

R 12,400.00

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Available
 
 

Shelf Trust (Growing Wealth Trust)

Year: 2019

R 16,400.00

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Available
 
 
 

Shelf Trust (Keystone Trust))

Year: 2018

R 18,400.00

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Available
 
 

Shelf Trust (Next Time Trust))

Year: 2018

R 18,400.00

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Available
 
 
 

Shelf Trust (With Purpose Trust))

Year: 2018

R 18,400.00

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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.

R 12,400.00

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Available
 
 
 
 
 
 

Acting as independent trustee for the next 12 months.

The Master of the High Court now insists that you engage an independent professional trustee, so 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 our fee is paid in advance each year by signed Debit Order, this discounted fee of R4 150 applies. If, however, a Debit Order is not signed, the full fee of R8 300 is payable and failure to pay will result in my resignation. The fee will be subject to normal inflation adjustments each year.

R 4,150.00

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Available
 
 

Application for certified copies from the Master

Trust Deed and/or Letters of Authority

R 3,800.00

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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.

R 19,400.00

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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.

R 24,400.00

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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

R 11,400.00

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Available
 
 

Wills

One or two wills for spouses

R 2,900.00

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Available