Legacy Fiduciary ServicesCORPORATE ESSENTIALS
About Legacy Fiduciary Services
At Legacy Fiduciary Services our aim is to add value to your life by providing you with a range of estate planning, trustee, executor, succession planning and related services.
Building long term relationships with our clients is key to what we do and we are committed to delivering a standard of service which will encourage you and your family to partner with us for generations.
The world of fiduciary services can be complicated and confusing. At Legacy Fiduciary Services we try to make things simple and easy to follow.
We also believe that your whole family needs to gain an appreciation of the processes involved, as well as the thinking behind our recommendations.
In this way, we can play an important part in keeping the members of your family united during the trying times caused by bereavement.
Please feel free to call us at any time for advice and we know you’ll find our approach down to earth and refreshingly different. We look forward to being of service to you.
ESTATE AND SUCCESSION PLANNING
• Drafting Wills and codicils – basic and complex
• Personal Estate Planning (including offshore)
• Personal and business succession planning
• Sharia Compliant Estate Planning
ADMINISTRATION OF DECEASED ESTATES
• Administration and winding up of Estates
• Safe custody of documents
• Advice and assistance
• Establishment and administration of trusts (local and offshore)
• Acting as independent trustees
• Review of trust deeds and related documents
• Formation of family, business and charitable trusts
• Drafting and reviewing commercial agreements
• Accounting and tax compliance
PRIVATE CLIENT SERVICES
• Personal Estate Administration
Create a moment, create a memory, create a legacy.
The Legacy Fiduciary Services media page provides an exciting radio and television advert.
Find out which 4 pitfalls you need to avoid when drafting a will.