Testamentary Trusts

Expert administration of trusts established through wills, ensuring your wishes are honoured, and beneficiaries are cared for.

What is these Trusts?

These trusts are established through a person’s will and come into effect upon their death. They allow the deceased (testator) to specify how their assets will be managed and distributed for the benefit of the named beneficiaries, often including minors or individuals who may not be capable of managing assets independently.

Administration

1. Professional trust administration and experienced trustees.
2. We are leveraging technology to provide 24-hour access to a trustee/administrator.
3. Short turnaround periods on requests and payments (same-day to 48-hour timelines).
4. Flexible approach towards maintenance and needs of the clients based on annual reviews of financial and medical needs.
5. Audited annual financial statements
6. Distribution of financial statements on an ad-hoc, monthly, quarterly and annual basis.

Financial and Investment Management

1. Annual financial reviews are done on each trust to ensure customized investment solutions.
2. Independent, reputable investment managers, fund managers and financial advisors are appointed.
3. Tailor-made financial solutions suitable for the unique needs of each beneficiary to prevent untimely depletion of trust funds.

Fees