Estate Planning, Wills & Trusts

Protecting your assets, securing your legacy and ensuring your wishes are respected — with specialised structuring for individuals, families and business owners.

Plan with certainty. Provide with purpose.

Our estate planning services are designed to simplify complexity. From wills to family trusts, deceased estates and wealth continuity strategies — we help structure your affairs with clarity, care and long-term certainty.

Wills & Last Testaments

Drafting clear, legally sound wills that reflect your personal wishes and ensure smooth execution of your estate.

Family & Business Trusts

Establishing inter vivos, testamentary, family and business trusts tailored to your financial and legacy goals.

Deceased Estate Administration

Compassionate, efficient administration of estates — including reporting, executor appointment and distribution.

Legacy & Generational Wealth

Long-term strategies to protect assets, reduce tax exposure and preserve wealth across generations.

What We Actually Put in Place

A good estate plan produces clear, concrete outputs. These are some of the core documents and structures we design and update for clients.

Wills & Codicils

Legally valid, practical wills and updates aligned with your current life, assets and dependants.

Primary and backup executors
Guardianship and guardian guidance
Specific, general and residue bequests

Trusts & Letters of Wishes

Trusts and accompanying letters of wishes that guide trustees on how to apply their discretions.

Inter vivos / family trusts and updates
Letters of wishes for trustees
Alignment between trust deeds and your plan

Business & Share Succession

Planning for what happens to your business interests if you are no longer able to manage them.

Succession planning for shares and loan accounts
Buy-and-sell and shareholder arrangements
Alignment with company documents and MOIs

Liquidity & Cashflow Planning

Ensuring there is sufficient liquidity to implement your plan and avoid forced sales or delays.

Estate duty and tax considerations
Use of life cover to create liquidity
Planning for ongoing expenses and dependants

How We Approach Estate & Trust Planning

We follow a clear planning timeline that starts with understanding your life and assets, and ends with signed documents and a plan that can be implemented in practice.

Stage 1

Discovery & Mapping

We gather information about your family, assets, liabilities, policies, business interests and existing documents (wills, trust deeds, buy-and-sell agreements).

Stage 2

Scenarios & Strategy

We model scenarios (death, incapacity, guardianship, liquidity) and design an estate and trust strategy that balances your objectives, tax and practicality.

Stage 3

Drafting & Signing

We prepare the wills, trust deeds, letters of wishes and related documents, and guide you through signing, witnessing and safe storage.

Stage 4

Implementation & Review

We help align ownership, beneficiary nominations and structures with your plan, and recommend periodic reviews when your life or assets change.

Estate Planning FAQs

These are some of the questions we are often asked about wills, trusts and estate planning. We address your specific circumstances in more detail during a consultation.

Estate planning becomes important as soon as you have dependants, significant assets, a bond, a business interest or someone who would be impacted financially by your death or incapacity. It is better to plan earlier and update over time than to wait until a major event forces rushed decisions.