We work closely with you to develop a comprehensive Estate Plan

“Our experts offer tax-efficient Estate Planning services and trusted Executorship services.”

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Estate Planning and Executorship

Our diverse portfolio of services extends to Estate Planning and Executorship, where our strong client relationships mean we can offer definitive strategies and effective services, ensuring their future financial well-being is taken care of. We conduct a detailed analysis of a client’s affairs in order to draft a considered Estate Plan, bearing in mind the objectives and needs of the client and their dependants. It is always advisable to arrange your Estate as early as possible. Colenbrander offers trusted expertise and advisory services, assisting you in making your Estate as tax-efficient as possible.

We can help you with:

  • Advice on different Estate Planning tools
  • Preparation of Wills
  • Formation of family trusts
  • Tax planning advice
  • Act as Executor to your Estate
  • Assist you in your role as Executor to an Estate by acting as an Agent to the Estate, and administer the Estate on your behalf
  • Preparation of deceased Estate returns

Ask Heather an Estate Planning and Executorship question:

Heather joined the Colenbrander team in March 2014. She was born in Pietermaritzburg in 1988 and attended The Wykeham Collegiate, where she matriculated in 2005.

After obtaining her BCom Accounting degree and Honours Cum Laude from UKZN in 2010, Heather completed her training contract at KPMG. She came eighth in the country for Part One of the SAICA Board Exams and qualified as a Chartered Accountant in 2014. She has subsequently registered with the IRBA.

As a director at Colenbrander Inc, Heather’s area of expertise is technical accounting and taxation. Her key responsibilities within the firm include internal quality control, attending to technical accounting and taxation issues and managing the training of staff.

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