Trusts & Fiduciary
Professional Estate Planning services
In an unpredictable world, individuals who prioritize the future of their loved ones seek peace of mind through meticulous planning. We offer a range of services and products designed for those who wish to ensure their loved ones’ financial stability.
REGULATORY COMPLIANCE AND ETHICAL STANDARDS
We uphold the highest standards and ethics set forth by reputable institutions such as the South African Institute of Chartered Accountants, the South African Institute of Professional Accountants, and the Centre of Tax Excellence. Our affiliations ensure that our clients receive services of the utmost integrity and professionalism.
Contact us today and benefit from our services in compliance with industry standards and ethics.
Your last will and testament is a cornerstone of your estate planning. We empower you to make informed decisions about who will inherit your assets, ensuring your wishes are honoured. Let us guide you through the process, giving you the peace of mind that comes from knowing your affairs are in order.
Our dedicated fiduciary team comprises qualified attorneys and members of the Fiduciary Institute of South Africa (FISA). They are equipped to act as the executor of your estate or assist your nominated executor with the necessary legal and administrative procedures. Rest assured, your estate will be managed with care and expertise.
Protecting your assets for future generations is a vital aspect of estate planning. We can assist in the formation of inter vivos trusts, designed to safeguard your assets during your lifetime and beyond. Additionally, we specialise in creating testamentary trusts, tailored for specific purposes such as caring for handicapped or minor beneficiaries. Our role as specialists or independent co-trustees allows us to guide lay trustees, ensuring efficient administration and fulfillment of their duties.
Your Financial Legacy Begins With Us
Embark on the journey to secure your financial legacy with The Origin Group. Our expert team is here to provide personalised estate planning solutions that align with your goals and aspirations.
Contact us today for a consultation and take the first step towards securing your loved ones' financial future.
