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. Appointment as the Accounting Officer for the trust. Takes 6 to 12 weeks. Your trust will not need to be registered as a taxpayer

    R12,400.00 Add to cart

Shelf Trusts

2019

  • Shelf Trust (Growing Wealth Trust)

    R16,400.00 Add to cart

2018

  • Shelf Trust (Keystone Trust))

    R18,400.00 Add to cart
  • Shelf Trust (Next Time Trust))

    R18,400.00 Add to cart
  • Shelf Trust (With Purpose Trust))

    R18,400.00 Add to cart

2016

  • Older Shelf Trust (Best Way Forward Trust)

    R20,400.00 Add to cart
  • Older Shelf Trust (Blessed Foresight Trust)

    R20,400.00 Add to cart
  • Older Shelf Trust (Building Wealth Trust)

    R20,400.00 Add to cart
  • Older Shelf Trust (Time for Property Trust)

    R20,400.00 Add to cart

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.

    R4,680.00 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.

    R12,400.00 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.

    R14,400.00 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

    R12,400.00 Add to cart