Fiduciary Services

Fiduciary Services

  • Legal Services
  • Estate Planning Services
  • Drafting Of Wills And Trusts,
  • Any Amendments Thereto And
  • Trust Administration.
Optimum provides legal services and specialised estate planning services to its clients. Estate planning encompasses more than the mere drafting of a will. A comprehensive review of a client’s estate is required for effective estate planning. We recommend that clients consult with our legal advisor before a will is drafted. We provide all the services needed to implement the estate plan. We strongly advise that a will should be revised annually. Estate duty is payable at a rate of 20% after all the allowable deductions was made, we will advise clients on how to best incorporate this into their estate planning.

Your last will and testament is seen as the foundation of your financial plan and ensures that your final wishes are respected and carried out accurately. Our legal advisers will assist you drafting and updating your will and testament to warrant the correct handling of your estate. The utilization of a trust is not a “one size fits all” solution for everyone, but each client’s circumstances should be taken into consideration before determining if a trust will be beneficial to them. Our legal advisers will be able to determine which route to follow, and to assist you in setting up the trust, if beneficial to your circumstances.

The distribution of a deceased’s estate is very time consuming, and our legal advisers will also assist in this last act and finalize the estate of the deceased. After discovering the need for legal services, we have decided to offer an additional value added service through our legal advisers.

We realize that many clients will never have had an injury claim before and we will be there to hold your hand through the process every step of the way. Our in-house legal advisers specializes in the following added services:

5 reasons to switch to Optimum Legal:

– We believe that clients are the most important component of our business and serve them with honesty and integrity.

– We harness the professional skills of well-trained motivated financial advisers and portfolio managers, with the ability to deliver beyond our promises.

– We provide superior advice and transparent guidance with tailor- made solutions to suit every individual’s needs.

– We set the standard for distinctive and efficient service through our highly skilled team of administrative personnel and professional advisers.

– We are an independent establishment ensuring no conflicts of interest and objective, independent advice.

Join Optimum Group and get services that your money worth.