Administration of Deceased Estates, Estate Planning & Drafting of Wills
At CA Trust Company, we believe in taking the necessary time to help look after what is valuable to you and the ones you love with the utmost care and skill. We make sure to connect with each client, in order to review, understand and manage each person’s unique needs.
We specialise in the administration of deceased estates, ensuring that all estates are managed expertly, efficiently and personally. We offer a professional, compassionate and burden-free estate administration service that alleviates the weight families experience when a loved one passes away and benefits the family, beneficiaries and heirs. Furthermore, we offer peace of mind by ensuring that all legislative obligations are complied with, taxation implications are prudently managed and regular, personal and efficient feedback and progress reports are received.
Trust Formation & Administration
Once we have taken care of a client’s personal financial management, if appropriate, we form, register and administer an inter vivos trust, of which we can also act as professional trustees. Alternatively, upon the passing of a client, we attend to a testamentary trust. At this time, we ensure that the estate is administered in order to realise the specific wishes expressed in the will. We ensure that all legislative requirements and all the formalities prescribed by the Master of the High Court and SARS are attended to efficiently and accurately. Furthermore, we act as High Court appointed executors.
Corporate Administration
We attend to the registration of companies and provide a company secretarial service, which can include maintaining minute books, recording changes in directors and shareholders and amending statutory records. We are able to act as non-executive directors and help implement corporate governance requirements. We assist management with business plans and cash-flow projections, business restructuring and employee incentive schemes.
Taxation & Accounting Assistance
For both individuals and companies, we advise on and assist with accounting and tax-related administration, record-keeping, compliance and resolving disputes with SARS.
Curatorship
As curators appointed by the High Court, we care for people who are unable to manage their own finances and other commercial matters.