TAX-EFFICIENT AND TRUSTED

Estate Planning and Executorship

11

PLANNING TODAY FOR TOMORROW: 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 the future financial wellbeing of your family and dependants is taken care of.

We conduct a detailed analysis of a client’s affairs to draft a comprehensive estate plan, bearing in mind the objectives and needs of the client and their dependants. Colenbrander offers trusted expertise and advisory services, assisting you in making your estate as tax-efficient as possible.

Estate planning and executorship is a critical component of every financial portfolio. At Colenbrander, our close and enduring relationships with our clients mean we are often uniquely placed to ensure the wishes of our clients are met and that all financial implications and efficiencies have been considered during the planning phase. We work from a position of compassion, understanding, and professionalism to remove stress and realise the legacies of each of our clients.

Our estate planning and executorship services include:

  • 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 administration of the estate on your behalf
  • Preparation of deceased estate returns
11

PLANNING TODAY FOR TOMORROW: 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 the future financial wellbeing of your family and dependants is taken care of.

We conduct a detailed analysis of a client’s affairs to draft a comprehensive estate plan, bearing in mind the objectives and needs of the client and their dependants. Colenbrander offers trusted expertise and advisory services, assisting you in making your estate as tax-efficient as possible.

Estate planning and executorship is a critical component of every financial portfolio. At Colenbrander, our close and enduring relationships with our clients mean we are often uniquely placed to ensure the wishes of our clients are met and that all financial implications and efficiencies have been considered during the planning phase. We work from a position of compassion, understanding, and professionalism to remove stress and realise the legacies of each of our clients.

Our estate planning and executorship services include:

  • 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 administration of the estate on your behalf
  • Preparation of deceased estate returns

CONTACT INFORMATION

Colenbrander Office Details

28 Hilton Avenue,
Hilton, KwaZulu-Natal,
3245

+27 (0) 33 343 0800
info@colenbrander.co.za

Mon – Fri 07:30 – 16:30

SOCIAL MEDIA

Working to Achieve Your Legacy

It’s never too soon to start planning for the financial security of those closest to you. Partner with Colenbrander for specialist estate planning and executorship services today.

CONTACT INFORMATION

Colenbrander Office Details

28 Hilton Avenue,
Hilton, KwaZulu-Natal,
3245

+27 (0) 33 343 0800
info@colenbrander.co.za

Mon – Fri 07:30 – 16:30

SOCIAL MEDIA