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De Wet – Van der Watt Inc. | Attorneys, Conveyancers & Notaries

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Formation of trusts

Formation of Trusts

A trust can protect your assets and provide for the people who matter most, across generations. We assist with inter vivos trusts and testamentary trusts created through Wills.

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Why a Trust May Matter

A trust can protect assets and provide for future generations

Trusts are powerful tools for estate planning, asset protection and supporting the people who matter most.

De Wet – Van der Watt Inc. assists with both inter vivos, or living trusts, and testamentary trusts created through Wills. We guide clients through the formation and structuring process with careful, practical advice.

A trust can help protect assets and provide for beneficiaries across generations.

The Trust-Formation Process

How the trust-formation process works

The process covers consultation and trust suitability, structuring the trust, preparing the trust deed, registration and ongoing guidance for trustees.

  1. 01

    Consultation

    Discussing your goals and considering whether a trust is suitable for your circumstances.

  2. 02

    Structuring

    Advising on the appointment of trustees, the identification of beneficiaries and the powers contained in the trust.

  3. 03

    Drafting

    Preparing a tailored trust deed that reflects the intended structure, purpose and administration of the trust.

  4. 04

    Registration

    Handling registration of the trust with the Master of the High Court.

  5. 05

    Ongoing Guidance

    Advising trustees on their duties, the administration of the trust and amendments that may later be required.

Trust Formation Services

What we handle for you

Practical guidance on trust suitability, careful drafting, registration and ongoing support for trustees.

01

Trust Suitability and Type

Guidance on whether a trust is suitable and which type of trust may best support your goals.

02

Careful Trust-Deed Drafting

Preparing a tailored trust deed designed to provide clarity and help avoid future disputes.

03

Registration and Liaison

Handling trust registration and liaison with the Master of the High Court.

04

Ongoing Trustee Support

Practical guidance for trustees regarding their duties, trust administration and amendments.

Why Work With Us

Practical guidance for a structure designed to last

The formation and administration of a trust require careful planning, clear drafting and a proper understanding of the responsibilities placed on trustees. De Wet – Van der Watt Inc. provides practical, family-focused guidance throughout the process.

Integrated Planning

Trust formation is considered as part of the broader estate-planning picture.

Plan and Form Your Trust

Set up a trust that works for your family

Planning for the next generation or protecting a vulnerable beneficiary? De Wet – Van der Watt Inc. will help you establish a trust suited to your goals and circumstances.

Speak to the Firm Start the conversation about forming a trust