Estate Planning Process

KP Fiduciary Solutions will help you with a comprehensive estate plan. This will involve –

  • A comprehensive assessment of your asset base (your estate);
  • A review of your current Will;
  • An assessment of your current trust and company structures;
  • A review of your current investments;
  • The projection of the probable estate duty and CGT;
  • An assessment of your liquidity requirements (to cover expenses, estate duty etc.)
  • A summary of the actions required to improve your current estate plan.

This service can be provided (and charged for) separately or as part of a greater estate planning service, in which case these fees will be reduced.

KPFS Estate Planning Process
Starting stage

Starting stage