Trust & Fiduciary
TRUST & FIDUCIARY
Informed individuals understand that while the future may be unpredictable, it doesn’t have to be the case for their personal affairs. We offer a range of services and products for individuals that want to leave their loved ones financial stability.
Origin complies with the high standards and ethics prescribed by the South African Institute of Chartered Accountants, the South African Institute of Professional Accountants and the Centre of Tax Excellence, and are affiliated to these bodies.
Your last will and testament is one of the most important documents you will ever sign. We want you to take comfort in the fact that you – and not the laws that govern us – make the important decision of who will benefit from your assets when you have passed.
Our fiduciary team consists of qualified attorneys and members of the Fiduciary Institute of South Africa (FISA), and are qualified to act as executor of your estate, or assist your nominated executor with the process. Our team can take care of all legal and administrative requirements.
We can assist with the formation of inter vivos trusts to protect your assets for future generations. Origin can also help with the formation of testamentary trusts, also created for a specific purpose, such as caring for handicapped or minor beneficiaries. We can also act as specialists, independent co-trustees, allowing us to guide the lay trustees with regards to their duties and the efficient completion of administrative functions.