Chartered Accountants (SA)  
Registered Auditors

fiduciary services

Introduction

At Accensis our specialised range services are:

• Estate & Estate Duty planning

• Personal & business succession planning

• Wealth preservation

Fiduciary Services:

  • Drafting of Wills, Codicils and Testamentary Trusts.
  • Interpretation of Wills.
  • Deceased Estates administration.
  • Compilation of claims against estates.
  • Formation of and Administration of Trusts:
    - Review and Amendments to Trust Deeds.
    - Resignation and Assumption of new Trustees.
    - preparation of initial Trustees Minutes and Resolutions.

(Shariah compliant advice provided as required)

Additional Services

  • Estate Litigation services - challenging / opposing validity of Wills and claims against deceased estates
  • Estate Mediation services – resolving disputes and providing guidance;
  • Consultancy work to other members of the legal profession and Accounting professions.
  • Facilitating property and share transfers.
  • Assistance to foreigners on Estate planning and Wills in South Africa.
  • Presentation, Seminars and Training on Wills & administration of deceased estates and presentations on Estate Planning (civil and shariah).

Contact us for a more comprehensive analysis on the services we render, the relevance of the seservices in your day-to-day life in the planning and management of your estate in the most efficient manner for your family and the generations to come.

We pride ourselves in providing independent advice and more especially in not being aligned to or selling any product associated with either the insurance industry or any other financial institutions. Our client’s transactions are treated with the utmost confidentiality and we therefore seek to work within your professional networks and service providers and are committed to delivering service of the highest quality.

We welcome all enquiries and look forward to hearing from you.

Accensis is  a member of Prime Global, the 3rd largest association of independent accounting firms in the world.