Legal

Planning for the day when one will lay their head down, might not be a topic for family dinner, but it pales in comparison to a possibly violent family showdown regarding poor deceased grandma’s diamond jewellery.

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Description

What are Fiduciary services?

Created back in 2017, Optimum Fiduciary Services (Pty) Ltd. was tasked with analyzing and subsequently managing each and every aspect of a healthy financial plan, and this definitely includes the drafting of wills.

Making one’s intentions clear in regard to the inheritance of one’s estate is crucial, not only preventing disputes and keeping the peace, but also ensuring that, in the case of legacies, that the continued prosperity of one’s legatees are ensured.

How we do it at Optimum

Optimum Fiduciary Services (Pty) Ltd.’s group of attorneys are also specialised executors when it comes to the
winding up of estates, and offer the following services:

  • Legal services
  • Estate planning
  • Legal auditing of Trusts
  • Trust administration
  • Administration of estates
  • Drafting of Wills and Trusts
  • Amendments of Wills and Trusts
  • Drafting of Buy and Sell Agreements

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