Will Execution Completed
Signed and witnessed a new last will and testament for a couple in Cape Town, including a testamentary trust for minor children.
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Active account since 2021. Two estate plans in progress. One pending review.
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Recent filings, consultations, and milestones recorded for clients across South Africa.
Each entry reflects a real step in the estate planning or administration process.
Signed and witnessed a new last will and testament for a couple in Cape Town, including a testamentary trust for minor children.
Filed the acceptance of executorship for an estate in Johannesburg. Inventory of assets submitted to the Master of the High Court.
Advised a family business owner on buy-and-sell agreements and the impact of the Intestate Succession Act on share transfer.
Registered an inter vivos trust for a retired couple in Durban to manage their investment portfolio and provide for grandchildren.
Analysed the liquidity of a deceased estate in Pretoria. Recommended a life policy to cover estate duty and outstanding debts.
Held a family meeting to explain the distribution schedule and timeline for a complex estate with multiple heirs and a usufruct.