Protecting what you've built, and easing what comes after.
Good estate planning isn't about anticipating the worst — it's about making sure the people you love aren't left untangling paperwork while they're grieving.
What we make sure is in place
Six pieces that, together, mean an estate settles without delay, dispute, or unnecessary tax.
Reviewed against your actual assets — not the one drafted a decade ago that no longer matches your life.
Retirement funds and life policies pass outside your will — we check every nomination matches your intentions.
We calculate the likely estate duty and executor's fees, and make sure there's enough liquid cover so assets don't need to be sold in a hurry.
We only recommend a trust when it solves a real problem — protecting minor beneficiaries, or a family business — not as a default.
Documents that matter long before death — should you ever be unable to make decisions yourself.
A private document alongside the will that explains your reasoning to the people who'll carry it out.
When a family business needed a succession plan, not just a will
Equal on paper, unworkable in practice
A Cape Town-based client, 61, ran a mid-sized logistics business with two adult children in different stages of involvement. His existing will simply split the business equally — a plan that would have forced a sale within a year of his death.
Four sessions, one aligned structure
Over four sessions we restructured his shareholding through a trust, drafted a shareholders' agreement with his children, and rewrote his will to align with it — including a buy-and-sell arrangement funded by life cover.
A plan both children signed off on
The business now has a clear succession path that both children understood and agreed to before it was needed — and an estate duty liability that dropped by roughly 40% through the restructuring.
An hour now can save your family months later.
Bring your current will, if you have one — even an outdated one is a useful starting point.