Origin Financial

Trust & Fiduciary

Informed individuals understand that although the future may be unpredictable, the same should not be true of their personal affairs. A whole range of services and products are discussed with individuals seeking to leave their loved ones feeling secure in a time of mourning.
Drafting of Wills
Your last will and testament is one of the most important documents you will ever sign. We want you to take comfort in the fact that you – and not the laws that govern us – make the important decision of who will benefit from your assets when you have passed.

At Origin, our lawyers will draft a personalised will to cater for your unique needs.

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Estate Administration
Our fiduciary experts team consists of qualified attorneys and members of the Fiduciary Institute of South Africa (FISA). They are able and qualified to act as executor of your estate, or assist your nominated executor with the process. Our team is further qualified to take care of all legal and administrative requirements, and goes to great lengths to ensure that the terms of wills are carried out, and met.

At Origin we are passionate about providing personalised service as far as your heir/s are concerned. To personally support and advise those near and dear to you is part and parcel of our commitment to our clients.

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Estate Administration – Asset Protection
At Origin, we are able to assist with the formation of inter vivos trusts in protection of assets for future generations. We also assist in the formation of testamentary trusts, also created for a specific purpose – such as to care for handicapped beneficiaries or minor beneficiaries.

We also provide a service to act as specialist, independent co-trustees, allowing us to guide the lay trustees with regards to their duties and the efficient completion of administrative functions – all at competitive rates.

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