Services > Wills and trusts > Drafting and review of legal documents
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Drafting and review of legal documents

Our services include the drafting or review of legal agreements relating to estate planning and other professional advice provided to you.

Such agreements could include:

  • Buy and sell agreements
  • Lease agreements
  • Partnership agreements
  • Offers to purchase
  • The sale of shares agreements

What it entails

The service begins with a consultation with you and your financial adviser, after which you are provided with a fee estimate for the drafting or review of the legal document. Once you have accepted the fee estimate, our work on your assignment begins.


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