Services > Wills and trusts
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Appropriate, transparent and accessible services

Momentum Trust is a specialised unit, which was launched after we made a strategic decision to reacquire Momentum Trust Limited from the FirstRand Group.

We provide wills, estate administration, trusts and specialised estate planning solutions - in partnership with your financial adviser.

Who we are

We are a highly specialised team of expert estate planning and tax advisers. This enables us to provide a full range of professional and innovative services to our clients.

What we offer

With access to Momentum's strong financial adviser network, we offer professional advisory and fiduciary solutions that we integrate into the financial planning process and align to your needs.


Partnering with you on your journey to financial wellness

Schedule of fees

We charge professional fees for a comprehensive range of estate planning, advisory and Momentum Trust services.

Download the fee schedule

Find out more

For professional help with leaving a legacy:

  • Ask your financial adviser to arrange a consultation with one of our Momentum Trust specialists
  • Call us on 0860 000 107
  • Email us at: momentumtrust@momentum.co.za