Estate planning, wills and trust services

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Will drafting

Decide how you want your assets to be distributed

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Executor services

Appoint an executor in your will to manage your estate

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Trust services

Nominate a trustee to manage assets for beneficiaries

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Accounting services

Get a team to regularly report on your trust's finances

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Tax services

Simplify the tax return process with a team of experts

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Estate administration

Ensure your estate is managed properly by an expert

Why plan your estate with us

  • Minimise the impact of costs and taxes and protect your wealth  

  • Have peace of mind that your family will benefit from your wealth

  • Ensure that your assets are distributed according to your wishes

  • Gain the confidence that your wealth is structured optimally and legally  

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Draft your will online today

Ready to put a legal and valid will in place?

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Testamentary trust services

Make sure that your obligations continue to be looked after and that your final wishes are honoured, so your loved ones are taken care of when you no longer can.

Need guidance? Speak to a financial adviser.

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