Fiduciary services
Deed Drafting
One of the most significant papers you will write during your lifetime is your Will. Who will be in charge of your estate and handle it? Whom are you going to appoint as caretakers for any dependent children? To whom will you allocate your property? Failure to make a suitable will can have devastating and unanticipated repercussions when your family is most defenseless. As a result, it’s vital that you have a professional create your will.
Our expert attorneys are here to help you through this crucial procedure offering fiduciary services in South Africa, guaranteeing that your will follows the precise legal requirements set out by the Wills Act and that your actual wishes are carried out as clearly and as feasible.
Fiduciary services by Blue Evolution
Establishment of Trust
A trust is a vital aspect of any client’s estate plan because it is the only legal vehicle through which a client can sell himself of his assets while still being active in their management on a day-to-day basis. Our trust experts will guarantee that your trust deed is personalized to your exact specifications and will walk you through the process of establishing your trust.
Governance of Trust
It doesn’t matter how carefully your trust deed is written; if the trust isn’t properly run, it’ll all go for naught. Most clients who construct trusts to hold their wealth face the highest risk of the trust being convincingly challenged as their alter ego, declaring the trust null and void from the start. To avoid this, trustees must be kept informed about the trust’s choices and governance at all times, preventing an assault on the trust based on the fact that only one trustee is making decisions and managing the trust. We make this easy for you by storing all of your key documents in a secure cloud (which all trustees can access), and by providing you with a checklist.
Governance of a Deceased’s estate
In managing deceased estates, our deceased administration department provides a professional, efficient, and personal service. The process is managed by estate attorneys who are qualified and knowledgeable in the final settlement, inheritance duty, and capital gains tax.
How can we assist you in building, maintaining, or safeguarding your wealth? Contact our representatives for more information on our fiduciary services.
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