We are a boutique administrator of deceased estates firm. Our team consists of highly qualified, experienced and knowledgeable industry professionals that are passionate and dedicated to our clients and industry partners.
We are registered professionals at the South African Institute of Chartered Accountants with membership number 05019021 and the Fiduciary Institute of Southern Africa with membership number F1375.
We have established a durable and effective network of service providers attending to all matters relating to the administration process during our 15 years of experience in the industry.
Field of Expertise
Administration of Deceased Estates:
Our office is well sourced with the proper expertise to administer an estate from the reporting phase through to distribution and closing of the estate.
We believe in the importance of a valid and proper Will and are able to assist you in ensuring that your wishes are properly recorded as well as ensuring that the legal requirements are complied with.
Trust Registration and Administration
Our offices are equipped with the necessary expertise to assist you with your trust requirements.
Not only can we assist you with the setup of a trust, ranging from Family Trusts, Business Trusts, B-BBEE trusts, testamentary trusts, we also act as an independent trustee on numerous trusts to ensure the effective administration of the trust in accordance with the Trust Deed, tax requirements and the applicable legislation.
We are able to assist you with the de-registration of a trust, removals of trustees, new appointments of trustees, amendments to trust deeds and appointments of trust auditors/accountants.