☑ Review wills, trusts, life policies, matrimonial property regime
☑ Compile asset and liability register
☑ Identify gaps, risks, and potential tax exposures
☑ Provide written report with recommendations

☑ Draft or update wills to align with estate plan
☑ Create inter vivos trusts for asset protection and succession
☑ Draft testamentary trusts for minor or vulnerable beneficiaries
☑ Structure trusts to minimise Section 7C exposure and disputes

☑ Calculate estate duty exposure and recommend solutions
☑ Plan for Capital Gains Tax rollover and exclusions
☑ Structure donations, loans, and transfers tax-efficiently
☑ Coordinate with tax practitioners for SARS compliance

☑ Advise on buy-and-sell agreements for business partners
☑ Draft/review shareholders' agreements with succession clauses
☑ Ensure key person insurance and business continuity plans
☑ Balance business succession with fair inheritance for heirs

☑ Assess liquidity to cover estate duty, debts, and fees
☑ Recommend life insurance or funding mechanisms
☑ Plan for ongoing maintenance of dependants after death

☑ Facilitate family meetings to avoid inheritance disputes
☑ Draft letters of wishes and family constitutions
☑ Assist with philanthropic structures (charitable trusts, foundations)

☑ Specialized Will & Trust provisions for pet care

☑ Advise on choosing suitable executors and trustees
☑ Offer to serve as independent trustee during lifetime
☑ Provide for smooth succession of trustees/executors

☑ Conduct annual reviews of estate plan
☑ Update documents for legal, family, or asset changes
☑ Maintain centralised estate records

Estate Planning Services