Shelf Trusts

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

2021

These 2021 trusts are true legacy trusts in accordance with the principles explained in the Prologue to Derek’s book “16 Steps to Wealth”. the Prologue can be read for free at www.mylegacytrust.co.za

Bellini Legacy Trust

This trust can be changed to a non-discretionary trust in your Will, so that future trustees may not deplete the trust assets.

R22,200.00 Add to cart

2018

Next Time Trust
R22,200.00 Add to cart

2016

Best Way Forward Trust
R24,200.00 Add to cart
Building for the Future Trust
R24,200.00 Add to cart
Building Wealth Trust
R24,200.00 Add to cart
Time for Property Trust
R24,200.00 Add to cart

Read Derek's Books

16 Steps to Wealth

From the day that you first earn income you need to start your long term financial planning. This book will walk you through each step of your financial life, building your retirement investments, protecting your money from creditors, avoiding the taxes that come with death, and ensuring that you leave a legacy for future generations.

READ A SAMPLE/BUY

16 Steps to Business

So, you plan to start a new business. This book will walk you through each step along the road to success.

READ A SAMPLE/BUY

2021

Bellini Legacy Trust

2018

Next Time Trust

2016

Best Way Forward Trust

Building for the Future Trust

Building Wealth Trust

Time for Property Trust

Read Derek's Books

16 Steps to Wealth

16 Steps to Business