FIDUCIARY SERVICES (DECEASED ESTATE ADMINISTRATION, TRUSTS, WILL & TESTAMENTS ETC)
Fiduciary services refer to the legal responsibilities and obligations associated with acting as a fiduciary, a person entrusted with managing and protecting the interests of another party. Fiduciary work typically involves the administration of deceased estates, estate planning, the administration of insolvent deceased estates, the establishment and administration of trusts, and the drafting of last wills and testaments. Professionals in a fiduciary capacity, are expected to act in the best interests of the beneficiaries, exercise diligence, loyalty, and prudence, and comply with legal requirements and fiduciary duties. They must adhere to the laws and regulations governing fiduciary activities in South Africa, ensuring transparency, accountability, and the proper management of assets and affairs.
When it comes to fiduciary work, we offer comprehensive assistance in:
• Estate planning,
• Deceased estate administration,
• Trust advice, registration, and administration.
• Preparation of Last Wills and Testaments
Our experienced attorneys provide personalized support during what can be an emotionally challenging time, guiding clients through the legal processes involved. Our goal is to ensure that clients’ wishes are carried out and their assets are protected and distributed according to their intentions, all in accordance with the laws and regulations of South Africa. In addition to, and associated with this field of practice we also assist with:
• The transfer / sale process of immoveable property,
• Transfer of motor vehicles, and
• Transfer of firearms.
• Assist in finalising the deceased estate’s (deceased individual’s) tax affairs with SARS through our network of specialised accountants.