Estate planning
At Momentum Trust we specialise in estate planning involving the Drafting of Wills, Deceased Estate Administration and Trust Administration in South Africa. We know that you’ve worked hard to accumulate your wealth and assets. You owe it to yourself and your loved ones to plan ahead for the distribution of your wealth and assets when you pass away. It’s a significant step in securing the financial future of the people that matter in your life. We’re also able to help you should your loved one have passed away without an estate plan.
- Ensure the smooth winding-up of your estate.
- Flexible and tax-effective Trusts to aid your estate planning.
- Drafting a Will that aligns with your estate planning.
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Momentum Trust is big enough to offer a national service but also small enough to care for all our clients.
Why Momentum Trust?
Momentum Trust is big enough to offer a national service but also small enough to care for you.
Our specialised team is made up of experts and offers a range of services including drafting Wills, Estate Administration, setting up of Trusts , assisting in Trust Administration and taking on professional Trusteeships in South Africa.
Our mission is to:
Wills and Estate Planning services
Let’s make sure that your estate and succession plans are administered correctly and executed as per your wishes when you’ve passed on. Learn more about our services below.
Drafting
a Will
We can help with a professionally drafted Will detailing how you’d like your assets to be distributed after your death. Draft your online Will to ensure your legacy lives on.
Deceased Estate
Administration
Winding-up of deceased estates in South Africa to ensure that stipulations in the deceased’s Will are carried out by a professional executor.
Setting up
a Trust
With our Estate planning and Trusts Administration services, you can protect your wealth and transfer it smoothly from one generation to another.
Time to talk to a
financial adviser?
financial adviser?
Let our financial advisers help you reach your estate planning goals.
Find an advisor near you or email us at: [email protected]