Our extensive experience and expertise are dedicated to ensuring an up-to-date estate and succession plan, providing you with peace of mind.
We bring a wealth of knowledge and skills to the table, all in the service of maintaining a current estate and succession plan, which ultimately offers you tranquility.
We provide a holistic estate planning service to ensure the efficient transfer of wealth, taking into account taxes, liquidity, family responsibilities, risk and business interest.
We analyse your estate, succession of personal and business assets and advise on all aspects of your Will.
We act as an Executor or Agent of the Executor, if a family member has been appointed, to ensure a quick and efficient winding up of a deceased estate.
We assist with the structuring, drafting and registration of various Trust structures
All our clients are equally important to us, doesn’t matter the standing of the client or the size of the estate.
We pride ourselves in providing personalised services to all clients with direct and immediate assistance, guidance, or feedback.
(B. Proc. Degree, Dip. Corporate Law, Dip. Administration of Estates Conveyancer, Attorney of the High Court of South Africa)
André obtained his B. Proc. Degree from the University of North West and is a qualified Conveyancer. He further has a Post Graduate Diploma in Corporate Law and a Post Graduate Diploma in Estate Administration, both from UNISA. André has been practicing as an Attorney in the property and commercial market for more than 30 years and also has a successful law practice. André is a successful businessman and has extensive experience and expertise in the drafting in various contracts and commercial agreements.
(B-Iuris, Dip Financial Planning)
Lucas has been in the fiduciary industry for more than 30 years. He started his career with the Master of the High Court in 1982 and joined Standard Executors & Trustees Ltd where he gained a wealth of experience and knowledge in Will’s drafting, Estate Planning, Trust and Estate Administration services. In his previous role as Provincial Manager for Gauteng and Head of National Business Development, he was a leader of people with a great understanding what is required to exceed customers’ needs.
(LLB Degree. Dip. Administration of Estates, Dip. Financial Planning, Conveyancer, Attorney of the High Court of South Africa)
Konrad has a LLB Degree from the University of North West and is a qualified Conveyancer. He further has a Post Graduate Diploma in Estate Administration from UNISA and a Post Graduate Diploma in Financial Planning from the University of the Free State. Konrad has been practicing as an Attorney and specializing in estate planning, the drafting of Wills, administration of deceased estates and drafting and registration of Trusts for the past 14 years. He has assisted various financial and other institutions with estate planning for the clients. Konrad is a member of the Fiduciary Institute of South Africa.
