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Trusts and Wills

Trusts and Wills
 
 

Free unlimited trust, tax and business coaching meetings with our CEO

This is what makes us different from all other professional practices. Derek is a Pr(Eng); CA(SA). Click on BOOK A CONSULTATION on our menu.

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Available
 
 

Formation of new trust from scratch

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 only if a Debit Order is signed covering future years. Takes 6 to 12 weeks. Not registered as a taxpayer

R11,400.00

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Available
 
 
 

Modification of your existing 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.

R11,400.00

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Available
 
 

Shelf Trust (First Family Trust))

Year: 2019

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R14,400.00

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Available
 
 
 

Shelf Trust (Keystone Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 

Shelf Trust (Next Time Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 
 

Shelf Trust (With Purpose Trust))

Year: 2018

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 12 whole months from date of purchase but only if a Debit Order is signed covering future years, not registered as a taxpayer (see our blog post on the subject).

R16,400.00

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Available
 
 

Older Shelf Trust (Best Way Forward Trust)

Year: 2016

Great for backdating R200 000 per year donations (from you and your spouse), total R1m, free of 20% Donations Tax. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed.

R20,400.00

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Available
 
 
 

Older Shelf Trust (Blessed Foresight Trust)

Year: 2016

Great for backdating R200 000 per year donations (from you and your spouse), total R1m, free of 20% Donations Tax. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed.

R20,400.00

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Available
 
 

Older Shelf Trust (Building for the Future Trust)

Year: 2016

Great for backdating R200 000 per year donations (from you and your spouse), total R1m, free of 20% Donations Tax. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed.

R20,400.00

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Available
 
 
 

Older Shelf Trust (Building for the Future Trust)

Year: 2016

Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for the remainder of the year of purchase, not registered as a taxpayer (see our blog post on the subject).

R20,400.00

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Available
 
 

Older Shelf Trust (Building Wealth Trust)

Year: 2016

Great for backdating R200 000 per year donations (from you and your spouse), total R1m, free of 20% Donations Tax. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed.

R20,400.00

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Available
 
 
 

Older Shelf Trust (Time for Property Trust)

Year: 2016

Great for backdating R200 000 per year donations (from you and your spouse), total R1m, free of 20% Donations Tax. Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed.

R20,400.00

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Available
 
 

Acting as independent trustee for the next 12 months.

The Master of the High Court now insists that you engage an independent professional 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 our fee is paid in advance each year by signed Debit Order, this discounted fee of R4 150 applies. If, however, a Debit Order is not signed, the full fee of R8 300 is payable and failure to pay will result in my resignation. The fee will be subject to normal inflation adjustments each year.

R4,150.00

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Available
 
 
 

Application for certified copies from the Master

Trust Deed and/or Letters of Authority

R3,800.00

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Available
 
 

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

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Available
 
 

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