1st Floor Craddock Square, 169 Oxford Road, Rosebank, 2196 011 759 4065 info@inheritancelegacy.co.za

Practice Areas

Focused fiduciary services for estates, trusts and families.

Choose the right support for the matter in front of you, from urgent deceased-estate reporting to ongoing trust governance.

01

Estate Administration

Reporting the estate, supporting executor appointment, preparing records, coordinating valuations, handling creditors and preparing the liquidation and distribution account.

02

Trust Administration

Trustee administration, resolutions, beneficiary records, document management, compliance calendars and practical governance support.

03

Estate Planning

Planning around wills, liquidity, asset transfer, family continuity and the administrative realities that affect beneficiaries later.

04

SARS Compliance

Support for estate duty, income tax, capital gains considerations and the submissions required during estate administration.

05

Beneficiary Liaison

Clear communication for heirs and beneficiaries, helping reduce uncertainty, conflict and repeated follow-up during the administration period.

06

Executor Guidance

Professional structure for nominated executors who need help understanding duties, timelines, documentation and institutional requirements.

Documents reviewed during a professional meeting

How We Work

Clear files, clear communication, clear next steps.

Every service is built around a visible administration file, practical deadlines and plain-language updates for the people who need to make decisions.

Discuss Your Matter

Service Detail

What our administration work keeps under control.

Documents

Reporting packs and registers

We organise identity documents, wills, death certificates, inventories, asset records and supporting paperwork.

Institutions

SARS and Master liaison

Estate administration depends on institutional steps being tracked carefully and followed through.

People

Beneficiary communication

Plain updates help beneficiaries understand delays, decisions, documents and realistic timelines.

Need Direction?

Tell us which service fits your matter and we will help map the next step.

Start Enquiry