1st Floor Craddock Square, 169 Oxford Road, Rosebank, 2196 011 759 4065 info@inheritancelegacy.co.za

Practice Areas

Focused fiduciary services for estates, trusts and families.

Use this page as a starting point. Each service has its own dedicated page with more detail, practical examples and the next step to take.

Service Directory

Choose the support that matches the matter in front of you.

01

Estate Administration

Reporting, executor appointment, asset and liability records, creditors, liquidation and distribution.

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02

Trust Administration

Trustee support, resolutions, beneficiary records, compliance calendars and practical governance support.

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03

Estate Planning

Planning around wills, liquidity, continuity and the administrative realities that affect beneficiaries later.

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04

SARS Compliance

Support for estate duty, income tax, capital gains considerations and required estate submissions.

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05

Beneficiary Liaison

Clear updates for heirs and beneficiaries to reduce uncertainty, conflict and repeated follow-up.

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06

Executor Guidance

Professional structure for nominated executors who need help understanding duties, timelines and documents.

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07

Curatorship & Administratorship

High Court curatorship and Mental Health Care Act administrator support for protecting vulnerable loved ones.

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08

Foreign Estate Administration

Cross-border estate reporting, authenticated documents, foreign executor recognition and South African Master’s Office coordination.

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09

Wills

Legally sound will drafting, executor nomination, guardianship wishes, testamentary trusts and practical estate-planning guidance.

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Documents reviewed during a professional meeting

How To Choose

Start with the problem, then choose the right route.

Some matters begin with a death certificate and a will. Others begin with a trust deed, an urgent SARS request, a beneficiary dispute or a family member who can no longer manage their own property. The right service page helps frame the first conversation.

Discuss Your Matter

Common Starting Points

Three quick ways families usually arrive here.

Estate

A loved one has passed away

Begin with estate administration or executor guidance if you need to understand reporting, appointment and distribution.

Trust

Trust records need structure

Begin with trust administration if trustees need better resolutions, records, beneficiary communication and governance rhythm.

Protection

A vulnerable person needs authority

Begin with curatorship if a loved one cannot manage personal or financial affairs and informal action is becoming risky.

Need Direction?

Tell us what is happening and we will point you to the right next step.

Start Enquiry