Fiduciary Services

Estate Planning

Plan today for the people you'll leave behind.

A clear, structured plan that protects your family and reflects your wishes.

Estate planning is the work of arranging your affairs — your assets, your wishes and your obligations — so that the people you love are protected, taxes and delays are reduced, and your estate passes on smoothly. It is for everyone, not only the wealthy.

Who this is for

Families wanting to protect children, a home and a legacy
Business owners separating personal and business estates
High-net-worth individuals planning across generations
Anyone whose life has changed — marriage, children, a business, emigration

Common concerns we solve

“I don't know if my family is properly protected.”
“I'm worried about estate duty, CGT and a lack of liquidity.”
“My affairs have grown complicated and nothing is coordinated.”

What Crest Trust assists with

How we help with estate planning

Reviewing your full estate position and goals

Structuring assets, trusts and beneficiaries appropriately

Estate duty, capital gains tax and liquidity planning

Coordinating your will, trusts and nominations into one plan

The process

Step by step

01
Discovery
We understand your family, assets, wishes and concerns.
02
Analysis
We map your estate, risks, taxes and liquidity gaps.
03
Plan
We design a structured plan and explain every recommendation.
04
Implement
We put the documents and structures in place.
05
Review
We revisit the plan as your life and the law change.

What to bring

Documents & information

A starting checklist — we'll confirm exactly what's needed for your situation. Don't worry if you don't have everything to hand.

Identity document and marital/ANC details
A list of assets and liabilities
Existing will, trust deeds or policies
Beneficiary and dependant details
Business interests and shareholder agreements, if any

Questions

Estate Planning — common questions

Now, and again after any major change — marriage, divorce, a new child, a business sale or a significant change in assets or the law. An out-of-date plan can be as risky as no plan at all. (General information, not legal advice.)

No. Anyone with dependants, a home or specific wishes benefits from a clear plan. We tailor the work to your situation.

Related services