SPC Legal (Pty) Ltd offers clients the relevant expertise, intellectual capital, and have a long track record in developing, delivering, and managing fiduciary relationships. OUR SERVICES
WILLS AND ESTATES
• Drafting Wills
• Administration of Deceased Estates
• Executorship
TRUSTS
• Setting up Trusts
• Professional trustee appointments
• Complete trust administrative services
• Financial and Leg
al advice to the client as trustee
The right fiduciary partner can be critical in providing you with full knowledge of your client’s entire estate – so you’re able to identify and bridge any unforeseen gaps. YOUR WILL IS KEY
Your will is most probably the most important document you will ever sign. Without a valid will in place, your Estate will end up intestate. In most instances, an intestate estate does not fulfil the final intentions of the deceased. An outdated will can quite easily create a situation with detrimental effects for the family and loved ones who should benefit from the estate. We work closely with financial planners, their clients, and legal experts to provide expertise and support to implement the best fiduciary solutions. PROFESSIONAL TRUSTEESHIP MAKES A POSITIVE DIFFERENCE
A trust is an excellent instrument for preserving and ensuring continuity of wealth across generations. Trusts must be properly administered and reviewed regularly so that they ultimately achieve the donor’s vision. Independent trusteeship is the surest way to minimize risk and ensure that the trust passes all legal scrutiny. Professional trustees ensure sound governance and compliance with all regulatory requirements, whilst always keeping a focus on meeting client and beneficiary needs. OUR FEES
EXECUTOR FEES
• Estates up to R5 million: 3,5% of Estate Value
• Estates R5million – R10 million: 2,5% of Estate Value
• Estates R10 million – R20 million: 2% of Estate Value
• Estates R20 million – R40 million: 1,8% of Estate Value (Negotiable)
• Estates > R40 million : Negotiable
BROKER REFERRAL FEES
TRUST
We take full responsibility for the successful end to end management and administration of all trusts we are appointed to. TRUSTEESHIP FEES
Initial Trust formation / registration fee: R5 000.00 ex VAT
Ongoing Annual Fees:
Trust value up to R10 million: 0,5% of Trust Value
Trust Value R10 million - R20 million: 0,4% of Trust Value
Trust Value R20 million – R40 million: 0.3% of Trust Value
Trust Value > R40 million: 0.25% of Trust Value
