Estate Planning

Creating a legacy for your loved ones through the successful creation and sustenance of your life’s work, both during your lifetime and after, can often be complex. So to make sure that it is watertight and that upon your passing a legacy aligning to your wishes, we will guide you. Thorough careful consideration, meticulous planning and the correct structuring of your business interests, affected documents, contracts and will is our ultimate aim to protect the legacy of your hard work most effectively.

Our guidance will help you to:

  • Setup the most suitable Antenuptial Contract or Cohabitation Agreement
  • Setting up structures such as trusts and other juristic vehicles (such as companies) to better manage your income generating activities
  • Setting up or revising a business continuity or succession plan
  • Draft and/or update your will
  • Make provision for the welfare of minor children or elderly dependants
  • Investigate the implications of the estate plan on your taxable liability during life and at death
  • Implement strategies to ease the administration process of your deceased estate
Rates for Antenuptial Contracts & Wills Rates for Drafting Wills & Living Wills

Should you require a quote please complete our quote form.

* Choosing the “right fit” attorney is an important matter! We fully appreciate this and therefore offer a reasonably priced and commitment free initial consultation (R950 VAT included per initial consultation), so you can ensure you have found the “right fit” before contracting legal work! Call us today!

For more information, feel free to browse related topics below.

Suggested reading and related topics:


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Testamentary Trusts

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The Validity of Electronic Wills in South Africa

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The nature, scope and purpose of a Living Wills in South Africa

Broadly speaking, the purpose of  living wills in South Africa is to guide the family and doctors when you are in a medical state from which you cannot recover, and due to your condition, are no longer able to make your own medical decisions. Further, …

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Often when the personal circumstances of the owners or shareholders of a company change drastically, the arrangement(s) in relation to the ownership running of the business/company need to change as well. This in the best interests of the company’s continuity.

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Leaving a legacy behind: Why business owners must have a will

As a firm of attorneys we are known for advocating the importance of having a legally valid will drafted. Regardless of your age or financial standing.

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Trusts as Shareholders and Buy and Sell Agreements

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Using Interest Free Loans as part of an Estate plan

Introduction Donating or selling assets to trusts or companies in exchange for interest-free loans, payable on demand, is a popular estate planning tool. The most common scenario is where the parent of a minor child sets up a trust for the child and se …

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What next? The business owner’s guide to succession planning

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Excluding inheritance from the consequences of a marriage in community of property

Up until now, many people who are married in community of property have believed that if a property is left to them in a will (only one of the two spouses), it is untouchable and cannot be attached to settle outstanding debts. Allen West, chief deeds t …

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Trusts – a separation of power

The core idea of the trust is the separation of ownership (or control) from the enjoyment. Though a trustee can also be a beneficiary, the central notion is that the person entrusted with control exercises it on behalf of and in the interests of anothe …

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The accrual system and estate planning

The Antenuptial contract excludes a marriage in community of property and may include the application  of the accrual system, or not. Where a marriage includes the application of the accrual system the accrual is calculated at dissolution of the marria …

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Estate Planning – why do I need it?

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