Valores Deceased Estate Administration and Planning Experts
Our Core Services Include
Comprehensive Estate Administration
We oversee the entire process of reporting and finalizing deceased estates, including the appointment of Executors. For estates with a will, we facilitate the distribution of assets in accordance with the will’s directives.
This process aims to minimize or eliminate uncertainties in estate administration. It encompasses the bequest of assets to heirs and seeks to enhance the estate’s value by reducing taxes and other expenses.
Adherence to Legal Standards
We ensure full compliance with the Estate Act and all directives from the Master of the High Court.
Executorship Services
We offer the option of being nominated as Executors upon client request, ensuring that a seasoned professional manages the estate’s administration with expertise.
Trust Management
We excel in drafting and registering trusts with the Master of the High Court, and offer expert assistance with SARS and Estate Duty matters.
Drafting of Last Will & Testaments
Our office offers expert services in will drafting. During the consultation, we provide guidance on the distribution of personal assets and ensure that all necessary clauses are included for the will to be accepted by the Master of the High Court.
SARS Duty / Estate Duty
We provide assistance and guidance on Estate Duty matters, helping our clients effectively manage and navigate these obligations.
General Master’s Correspondent
We also serve as a general Master’s correspondent, handling tasks such as submitting and collection at the Master of the High Court.