Trusts and Wills
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R18,975.00 incl. VAT Add to cart
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. Complimentary free wills for you and your spouse. Never traded, price includes compulsory registration as a taxpayer, name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years.
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R6,700.00 incl. VAT Add to cart
Acting as independent trustee for the next 12 months.
The Master of the High Court now insists that you engage an independent 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 you buy your trust from us, then the first 12 months is free provided you sign a Debit Order. Thereafter, if our fee is paid in advance each year by signed Debit Order, this discounted fee applies. We also have an option to pay by monthly Debit Order. If, however, a Debit Order is not signed, the full fee of R8 300 is payable in advance, and failure to pay will result in my resignation. The fee will be subject to normal inflation adjustments each year.
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R6,900.00 incl. VAT Add to cart
Amendment of your existing Jhb registered 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.
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R15,950.00 incl. VAT Add to cart
Amendment of your existing trust deed if not registered in Jhb
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.
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R2,875.00 incl. VAT Add to cart
Application for certified copies from the Master
Trust Deed and/or Letters of Authority
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R29,120.00 incl. VAT Add to cart
Best Way Forward Trust
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 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R25,110.00 incl. VAT Add to cart
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.
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R25,110.00 incl. VAT Add to cart
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.
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R29,120.00 incl. VAT Add to cart
Building for the Future Trust
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 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R29,120.00 incl. VAT Add to cart
Building Wealth Trust
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 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R29,120.00 incl. VAT Add to cart
Time for Property Trust
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 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R13,950.00 incl. VAT Add to cart
Register a new trust
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 3 whole months from date of purchase (subject to certain terms and conditions). Appointment as the Accounting Officer for the trust. Takes 6 to 12 weeks. Your trust will not need to be registered as a taxpayer
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R11,500.00 incl. VAT Add to cart
Register a new trust
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 3 whole months from date of purchase (subject to certain terms and conditions). Appointment as the Accounting Officer for the trust. Takes 6 to 12 weeks. Your trust will not need to be registered as a taxpayer
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R3,600.00 incl. VAT Add to cart
Compulsory registration and return – Trusts
If you prefer to buy by EFT, please call Mini on 011 805 0030 or by email mini@harbourassociates.co.za
Otherwise ADD TO CART and CHECK OUT
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R22,425.00 incl. VAT Add to cart
Next Time Trust
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 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R3,750.00 incl. VAT Add to cart
Wills
One or two wills for spouses
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R13,950.00 incl. VAT Add to cart
Wills and Testamentary Trust
One or two wills for spouses with testamentary trust deed to care for your minor children