Estate Planning & Deceased Estates
Estate Planning & Deceased Estates
Let our Team set your Estate Plan and ensure that your estate is administrated efficiently.
For all estates administered by Fintax Services, we will draft your will free of charge
Estate Planning
Why do I need this?
Estate planning is imperative in ensuring that your loved ones are adequately provided for and that all your financial affairs upon death are properly and methodically executed as per your wishes. A properly drafted will eases the often-painstaking process of winding up an estate. Our team possesses the required knowledge to review a client’s portfolio and attend to the fair and equitable distribution of assets, whilst considering factors such as disabled dependants, bequests and estate duty.
Deceased Estates
Why is this necessary?
Winding up of estates can be an onerous task, which can span years. This painstaking process, if not properly executed can result in your loved ones not having access to funds necessary for day to day living. Our team understands the emotional and often financial distress that this process entails and aims to complete this process within a reasonable time frame. As we are accountants, we are able to fulfil the necessary SARS obligations as well.
