FIDUCIARY SERVICES

What We Offer

Estate Planning: Comprehensive estate planning, including Pro Forma Liquidation and Distribution Accounts.
Drafting of Wills: Drafting of wills as part of estate planning or as per ad hoc client instructions.
Drafting of Living Wills: Explanation of the advantages and disadvantages of a Living Will and drafting according to available guidelines.
Execution of Wills (Administration and Settlement of Estates): Administration of estates in strict accordance with regulations and the Master of the High Court’s guidelines.
Drafting of Inter Vivos Trusts: In accordance with the latest available legal precedents.
Deregistration of Inter Vivos Trusts: Deregistration with or without the original Letter of Authority (two processes).
Trust Audit: Full audit of existing trusts to ensure compliance with the latest available legal precedents.
Amendment and Alteration of Existing Trust Deeds: Amendments to trust deeds based on trust audit outcomes or as per the terms of the existing deed.

Futura Wealth Management is an authorised financial services provider, FSP 45059

Disclaimer: Although every effort has been made to ensure the accuracy of the content of this brochure, Futura Wealth Management (Pty) Ltd, trading as Futura Wealth, accepts no liability in respect of any errors or omissions contained herein. The contents of this brochure cannot be construed as financial advice and does not confer any rights whatsoever, enforceable against any party, and does not replace any legal contract or policy which may be subject to terms and conditions. Futura Wealth Management (Pty) Ltd, trading as Futura Wealth, retains the right to amend any information contained in this brochure at any time and without prior notice.

FIDUCIARY SERVICES

What We Offer

Futura Wealth Management is an authorised financial services provider, FSP 45059

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