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Estate Planning & Administration

Concerned about your relatives’ well-being and the legacy you leave behind? Estate planning with Optima will ensure that eternally sustained assets are protected and that your estate is set up as to achieve best tax benefits.

We offer the following trust, wills and estate administration services:

  • Estate planning
  • Trust inter vivos (living trust) and Trust mortis causa (testamentary trust) formation
  • Drafting of, planning and advising on Last Wills and Testaments
  • Assisting with deceased estate administration, from submitting required notices and forms to the Master of the High Court, to the compilation of the Liquidation and Distribution accounts and finalising estate matters