Trusts and Wills

New Trusts

  • 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.

    R19,400.00 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.

    R24,400.00 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 12 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

    R13,950.00 Add to cart
  • Special 50th Anniversary Limited Offer at 50% of normal fee – 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 12 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

    R7,500.00 Add to cart

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

2016

Trust Services

  • 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.

    R5,150.00 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.

    R13,950.00 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.

    R15,950.00 Add to cart
  • Application for certified copies from the Master

    Trust Deed and/or Letters of Authority

    R3,800.00 Add to cart

Wills

  • Wills

    One or two wills for spouses

    R2,900.00 Add to cart
  • Wills and Testamentary Trust

    One or two wills for spouses with testamentary trust deed to care for your minor children

    R13,950.00 Add to cart