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White Cape Dutch house in a vineyard on a colonial-style farm in the Cape wine-lands area.

Momentum Trust

We assist with Drafting Wills, Deceased Estate Administration and Trust Administration. We understand 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.

  • Ensure the smooth winding-up of your estate.
  • Structured estate planning to minimise estate duty.
  • Draft a Will that aligns with your estate planning.

Why use
Momentum Trust?

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.

Our mission is to:

Offer you expert advice and reliable services you can trust.
Take care of the complicated administration and tax obligation that comes with administering estates.
Help you manage your estate and ensure a smooth transfer of assets to your beneficiaries.
Give you peace of mind knowing that what you've worked hard for will be preserved.

Time to talk to a
financial adviser?

Let our financial advisers help you reach your estate planning goals.

Email us at: momentumtrust@momentum.co.za

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