We recommend that you seek these services if you:

  • have a maintenance order following a divorce;

  • need to protect your assets from any beneficiary;

  • are holding assets on behalf of minors until they are older;

  • require help planning your estate; or 

  • wish to provide for charities as beneficiaries.

How you can benefit from testamentary trust services

As part of your estate planning, we will help you appoint a testamentary trustee who will act in the interests of your trust and its beneficiaries by doing the following:

  • Receiving assets from executors once the estate has been finalised

  • Ensuring that the administration of the trust remains impartial and guided by only your will.

  • Making prudent investments decisions to protect and grow trust assets.

  • Ensuring that payments to beneficiaries are made according to your will.

  • Preparing annual financial statements and finalising income tax returns.

About inter vivos trusts

An inter vivos or family trust is established by the founder during their lifetime and is set up according to their specifications. Nominated trustees are responsible for administering the assets for beneficiaries in accordance with the trust deed and relevant legislation. 

Trusts are continuously monitored for compliance, so it is essential that all trust documentation remains accurate and up to date.

Beneficiaries may include the founder, trustees and any person or institution named in the trust deed registered with the Master of the High Court. 

Ready to get it done? Speak to the experts.

With a Nedplan insurance broker at your side, you can ensure that the future remains secure.

Call now

You can also send an email to nedplan@nedbank.com.na or ask us to call you back.