Testamentary Trust Services

This type of trust is typically set up to ensure that certain obligations can be taken care of, such as maintenance orders following a divorce, protecting assets from prodigal beneficiaries, holding assets on behalf of minors until they come of age, for estate planning purposes or to provide for charities.

As a testamentary trustee, Old Mutual Trust will ensure that the affairs of the estate are properly managed by:

• receiving assets from executors once the estate has been dissolved;
• remain impartial and guided only by your Will;
• acting in the interests of the trust and its beneficiaries;
• ensuring that the expectations of beneficiaries are properly managed, whether they are income or capital recipients;
• ensuring prudent investments, rather than risking the trust's assets;
• ensuring payments are effected according to your Will; and
• preparing annual financial statements and finalising income tax returns.

Contact us

Tel: 061-295 2958

Fax: 061-295 2302