Graaff Reinet Estate Agents Trusts Wills Financial Planning Insurance Accounting

Administration of Deceased Estates

Professional administration of estates done by experts in the field.  The administration of the estate is done by André Olivier in Graaff - Reinet and not in another town as with most other institutions. It is thus more convenient and easier for the heirs to discuss matters pertaining to the estate personally rather than telephonically.

 André Olivier has been involved in the administration of estates since 1971 and will attend to your affairs personally.

E-mail: aolivier@midboard.co.za

Drafting of Wills

The most important document in your life. The drafting of a proper will needs a lot of information, time and discussion with you to ensure that your needs are catered for. In most instances a full estate plan should be done before the will is made. Remember that the drafting of the will is the most important document you will draft in your lifetime and it will effect your family for the rest of your life.  Midboard will not only take your instructions but will draft the will and get it signed within 2 days and provide a great backup service when amendments are needed.

E-mail: aolivier@midboard.co.za

Short Term Insurance

Brokers with your interest at heart, John Crankshaw and Laura Knott-Craig provide this service and they are qualified through both exams and experience.

They can assist with the valuation of assets to ensure that the client is not underinsured or overinsured. The companies represented are Santam and Mutual & Federal.

The companies represented include Santam, Mutual & Federal, Frontline, Landmark and B n B Sure.

John provides a great personal service and the administrative backup is excellent.
 

Administration of Trusts

Midboard has about 130 testamentary trusts under administration.It invests/manages the funds inherited by these trusts on behalf of the beneficiaries.  This includes inter vivos trusts and testamentary trusts.

The administration involves the investment of funds, administration of assets, liaison with heirs, payments to the heirs and reporting to the heirs and co-trustees on a regular basis.

Email: aolivier@midboard.co.za

Drafting of Trust Deeds

Do not accept standardised trust deeds. It is important to get the document that fully satisfies your unique needs.

Midboard can draft an inter vivos trust deed to suit any client's needs

This involves various meetings with both the founder and the beneficiaries of the trust as well as the different requirements and wishes of the client.

The trust deed will the be registered at the Master of the Supreme Court offices.

E-mail: aolivier@midboard.co.za

Comprehensive Financial Planning

Plan with the FPI to ensure your financial future.  Andrew Knott-Craig is a certified financial planner with the FPI and André Olivier is an AFPI.

They are able to cater for all need of a client regarding investment advice, retirement planning, for life cover, provision for studies, etc A very important issue often overlooked in such plans is cover for trauma and disability.

Midboard are agents for Old Mutual, Sanlam and Liberty Life and can invest clients' funds in various asset classes offshore or locally depending on the needs of the client.
 

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Estate Planning

This is an analysis and a plan for the future of your family and your assets.

It goes hand in hand with the drafting of wills and should address estate duty, capital gains tax and income tax issues.

André Olivier and Andrew Knott-Craig has been involved in this for many years and always keep abreast of new legislation.

E-mail: aolivier@midboard.co.za