The clever man knows many ways, the wise man knows the right way.

- CJ Langenhoven

PrintE-mail

Estate Planning Services

African Mutual Trust Company can provide a written estate planning report throughout the country to you. A personal estate planning consultation service is available in Paarl. Consultations can take place in the Boland and Cape Town area.

Why use the services of African Mutual Trust?

You get an objective, in depth analysis of your personal financial affairs with specific reference to tax liability, shortfalls and the execution of your testamentary wishes.

Specific questions in relation to your personal tax, wills, trusts, the testamentary distribution of your assets, etc. will be answered.

We also give you advice on the restructuring of your assets to enhance tax efficiency.

The outcome of the estate planning report is to draft the necessary documents to implement your wishes. African Mutual Trust Company will be available to draft these documents. This include the drafting of a will, trust deeds, as well as amendments thereto for which a separate quote will be given.

Fees (VAT exclusive)

  • Consultation fees: R700.00 per hour
  • A written estate planning report: approximately R4 000.00 (Final quotation will be given before commencement of the work)