Interested in establishing a trust?
 

There are two types of trusts.  Inter-vivos trusts which are created between living persons and testamentary trusts which are created from a valid will of a deceased person(s).

A testamentary trust can be created within your will.

Please note that a trust is a legal entity which is governed in accordance with the Trust Property Control Act, Act no 57 of 1988.  

Once you have provided us with the basic information, please proceed to contact our offices for a preliminary consultation and quotation.

 
  BASIC INFORMATION needed by us to draft your trust deed:
     
  NAME OF TRUST:
 
  FOUNDER OF TRUST:
 
  Full name(s):
  Surname
  ID number:
  Occupation:
  Residential address:
  E-mail address:
 
     
  TRUSTEE #1
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
     
  TRUSTEE #2
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
     
  TRUSTEE #3
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
     
  BENEFICIARY #1:
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
  Relationship to trustee:
     
  BENEFICIARY #2:
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
  Relationship to trustee:
     
  BENEFICIARY #3:
     
  Full name(s):
  Surname:
  ID number:
  Occupation:
  Residential address:
  E-mail address:
  Relationship to trustee:
     
  DOMICILIUM CITANDI ET EXECUTANDI (Physical address of trust for purposes of accepting legal notices etc.)
   
 
   
  AUDITOR / BOOKKEEPER:
     
  Name of auditor / Bookkeeper:
  Street address:
  Postal address:
 
  E-mail:
  Cell:
  Contact no: (Home)
  Contact no: (Work)
  Fax:
     
  CONTACT PERSON FOR TRUST:
     
  Full name(s):
  Surname:
  ID number:
  E-mail:
  Cell:
  Contact no: (Home)
  Contact no: (Work)
  Fax:
     
  Please leave us any comments and/or suggestions:
   
 
   
 


 
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