Personal Services

Trust and Executorship

Will or Estate Planning Consultation

One of the core, but often neglected, aspects of financial planning entails the development of a comprehensive estate plan. In certain instances this could be as simple as ensuring that your Last Will and Testament is adequately structured to cater for the future needs of your family, whereas in other instances, significantly more complex structuring is required during your lifetime.

Efficient Trust Limited, a division of Efficient Advise, provides you with access to extensive expertise and capabilities in fiduciary services enabling you to create an estate plan to cater to your specific and ever changing needs and circumstances.

Regardless of the level of complexity of your estate, Efficient Trust Limited has the solution for you!

Efficient Benefits:

  • A single point of access to cater for all of your fiduciary needs
  • Access to specialist staff thus ensuring professional and appropriate advice
  • The backing of an established national brand and infrastructure
  • Negotiable fee structures in respect of Wills, Trusts and Estates Administration services

Our offering:

  • Estate and Succession Planning
  • Wills Consultation and Drafting
  • Inter-vivos and Testamentary Trust Consultation and Drafting
  • Deceased and Insolvent Estates Administration and Liquidation
  • Independent Secretarial Services
  • Independent Consultation Services
  • Independent Trustee Services