| Creating a Trust Online |
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| The first of the three step process in creating your Trust is for you to provide our Legal Department, who will be drafting your trust, with some necessary information. |
| This online form generally takes 10 min to complete. |
| It generally takes no more than 48 hours to complete a trust and send it the Master of the Supreme Court. |
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| Fees – costs and charges for drawing and setting up Trust |
| Disbursements – charges for registration, courier services, stamp-duty, lodgment fee, copies etc. (International trusts requires notary public certification also) |
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| DESCRIPTION |
FEES |
DISBURSEMENTS |
International Trust also to be use and registered in RSA |
12,505.00 |
955.00 |
Family Trust for use in RSA only |
7,550.00 |
955.00 |
Investment Trust for use in RSA only |
7,550.00 |
955.00 |
Investment Trust for use in RSA and internationally |
9,475.00 |
955.00 |
Property Trust |
5,757.00 |
955.00 |
International Business Trust (RSA and designated country) |
12,505.00 |
955.00 |
Special Trust (as defined by SARS) |
7,550.00 |
384.00 |
Non Profit Organizational Trust |
15,550.00 |
955.00 |
Off Shore Trusts (on consultation) |
19,175 |
1,950 |
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| Satisfaction Guarantee |
To prove our confidence in the services we provide, we are offering a money back, satisfaction guarantee! As long as you make the request before your Trust is registered, and note that you would like a refund within the comments of the cancel form, you qualify for a refund from Trust Unlimited!
Our guarantee is what we say it is! This means no hidden small print! If you are unsatisfied with our service for any reason whatsoever you will get a refund! The only money you wouldn't receive back would be for Disbursements, that do not apply to the full Trust Refund.
Trusts Unlimited's foundation is based on client satisfaction via long-term relationships and this is only part of the way we try make sure our clients are confident that they will receive an honest service, from an honest company, in a risk free environment when they choose Trust Unlimited! |
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Knowledgeable Staff Guarantee |
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Excellent Service! |
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No hidden small print |
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Long-term relationships |
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Honest service |
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Risk free environment |
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More about the formation of Trusts
The popularity of the inter vivos trust has increased significantly primarily as a result of its perceived tax advantages. Despite the perceived tax benefits it is important not to create a trust to avoid tax but rather to integrate it into a holistic, well structured estate plan. Factors such as the protection of beneficiaries and continuity should rather determine the objective(s) for creating a trust. The devolved ownership, flexible construction and confidentiality benefits of trusts make them an ideal solution to a range of complex personal and corporate situations.
Trusts Unlimited offers a range of solutions to these challenges - and creates the opportunities to meet our clients’ individual objectives, providing stability for the present and protection for the future. From first contact, we examine each client’s current requirements and future aspirations, and analyse existing structures. From tax and estate planning for private clients to special needs trusts, Trusts Unlimited's expertise guarantees that aspirations are realised and benefits maximised for all our clients.
We take the time to understand each client’s personal requirements and offer a full range of trust formations, including:
- Inter vivos Trust
- Testamentary Trust
- Bewind Trust
Trusts offer many solutions for personal and corporate efficiency, such as:
- Asset Protection
- Succession Planning
- Creditor Protection
- Family Provision
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| Types of Trust and how it could benefit you! |
The entity known as a trust will be essential in creating various strategies for accomplishing asset protection, estate planning, and privacy benefits.
A trust is typically in the form of a written trust agreement between the founder, the person creating the trust, and the trustee. The written trust agreement provides that the founder will transfer certain assets to the trustee and the trustee will hold those assets for the benefit of the named beneficiaries. |
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