MVEST FINANCE ESTATE PLANNING SERVICE

It is estimated that you will spend 76 800 hours building your estate. If you don’t spend at least 2 hours planning it, you could waste up to one quarter of your estate on unnecessary expenses and taxes. What’s more is that your heirs/dependants may never receive what is due to them.

Estate planning, Wills and Trust Services play an increasingly important role in the financial planning process of affluent clients. MVest Finance is an independent Financial Services provider offering a range of comprehensive, plan-to-implementation, Estate Planning Solutions.

Our services are offered directly or through access to a number of selected fiduciary services providers locally as well as offshore.

                  

FEE STRUCTURE

ESTATE PLANNING PROCESS & FEES

We are remunerated by means of fees and commissions.  Please find below a guideline.

The first hour of the consultation will be free of charge, which will provide both parties the opportunity to meet each other, understand the Estate Planning Process, and give an indication to proceed with the relationship/process;

Thereafter, it is preferred and more cost effective that most planning/documents that are needed etc are handled electronically via email.  It is not necessary to meet with you at every point of documentation requirements etc.;  Once we have all the information on hand, an estimate cost will be provided to the client;

ESTATE PLANNING COSTING:

 Complex Estate Plan (minimum)  R1500
 Simple Estate Plan  R5500
 Preparation of a Simple Retirement Plan (per hour)  R3500
 Preparation of a Complex Retirement Plan (per hour)  R7500
 Facilitation of a Last Will/Living Will  R750

TRUST AUDITS/SUBSTITUTES COSTING:

 Legal and Compliance Audit  Cost on Enquiry
 Risk and Governance Audit  Cost on Enquiry
 Substitute Trust Deeds/Deed of Amendment  Cost on Enquiry
 Trust Deed Drafting  Cost on Enquiry

*The above fees exclude travelling time/costs; The above excludes VAT.