Wills and Estate Planning

Estates

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

At Optima we’ve seen how traumatic the Estate Administration process can be for families that may not have effectively planned for the financial costs of dying, causing massive delays and often financial ruin for the Estate.

With us, you can be assured that we have all the legal, professional and insurance expertise under one roof which allows us to quickly and efficiently execute an Estate without delays and burdensome processes. By executing an Estate as soon as possible, your family might enjoy a reduction or complete elimination of Estate fees.

LET US ASSIST YOU
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BUSINESS ADVISORY
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BOOKKEEPING
Will and Testaments
WILLS & ESTATES
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FINANCIAL REPORTING
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LEGAL SERVICES
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TAXATION SERVICES

WHAT OUR CLIENTS SAY

“Ever since we started working with Optima, all our financial stress disappeared. Service excellence and fastest service I have ever had, the team gets it done prompt, fast and accurate.”

DrinkToCosta

“We are extremely blessed that we have such professional and competent accountants as Optima in our business and personal lives. They really go “the extra mile”. Their team strive for client satisfaction, and nothing is too big or small for them. We can relax knowing that our business is in good hands.”

IT Vision

“Our relationship with Optima is priceless. They get back to me with answers that are accurate and appropriate for our business relationship. They take a personal interest in our business, and treat our business as if it is their own.”

Silvi Pro

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