Everest Wealth has collaborated with one of the market leaders in Fiduciary Services to ensure that your wealth is not only protected whilst you are alive, but to ensure that the greatest value of wealth is transferred to those you leave behind.
We provide you with a tailor-made solutions
Our team of professionals has more than 40 years of experience in the areas of financial and estate planning, Will, deceased estate administration and Trust management.
The term “estate” refers to all assets which are regarded as the property of an individual and also includes those assets which are regarded as deemed property upon their death. The estate is also inclusive of an individual’s liabilities which are deducted from the total value of
their assets upon death.
Living Wills, Last
Wills & Trusts
A trust is an arrangement that allows someone to hold assets for the benefit of the trust beneficiaries.
A trust is mainly created for the purpose of protection of a minor’s inheritance and ensuring
that the founder’s legacy is maintained on behalf of the beneficiary.
There are two main types of trusts:
It is of importance that you seek professional advice when drafting a valid Will. This is to ensure that your Will complies with the legal formalities, as set out by the act, and that it makes provision for specific complexities and optimal tax structuring solution.
Administration of estates where Everest is appointed as executor
Administration in terms of a Power of Attorney where another person is appointed as executor