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Financial planning

Overview


To speak to us, call us on

087 736 3555

or email us at

fiduciary@fnb.co.za

Factors to consider


  • Do your family/beneficiaries know where to find all your personal documents and information in the event of your death?
  • Do you have a spouse/minor beneficiaries who will need financial support after your death and during the administration of your estate?
  • How are you married? The executor will need to deal with both your assets and your spouse's if you are married in community of property.
  • Who will pay your bond or car instalments while your estate is being administered?
  • Have you planned for policies to pay out to your estate to meet the costs of administering your estate and settling your liabilities?
  • Although the executor is nominated in a will, he cannot begin administering the estate until he is appointed by the Master of the High Court who oversees the administration of deceased estates.
  • Retirement funds or investments fall outside of your estate if you have dependants or nominated beneficiaries. Different legislation also governs these assets

Estate administration


Access an experienced and knowledgeable executor to guide you through the complex and time-consuming deceased estate administration process as well as help with the numerous practical tasks which need to be performed.

Why you need estate administration


Remember

It is a very difficult time for families and our team of specialists can assist with the administration of the most complex estates.

Factors to consider


  • Do your family/beneficiaries know where to find all your personal documents and information in the event of your death?
  • Do you have a spouse/minor beneficiaries who will need financial support after your death and during the administration of your estate?

Estate administration


Qualifying Criteria


South African citizen or permanent resident

Documents needed


South African ID book/card


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