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Trust, Estate & Legacy

Estate planning, simply put, is the process of arranging and managing your assets during your lifetime so that when you die, your estate is transferred in accordance with your wishes. Effective estate planning can ensure that estate duty, taxes and other costs associated with death are minimised as far as possible, whilst protecting the beneficiaries of your estate..

At Myplan, we specialise in helping individuals make the most of their assets and offer a range of Estate Planning & Trust solutions. Planning tools and activities include:

  • Estate analysis
  • Wills
  • Trusts
  • Companies and close corporations
  • Investment structures
  • Tax structures


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