Estates
& Wills
Chantel Elliott & Co is here to help you make the right choices in securing the financial well-being of those you leave behind
BEV SMITH
Manager
Estates and Wills Service
We are able to plan ahead and minimize the effects of estate duty and capital gains tax on death.
The advantage of using a smaller firm with estate work is that heirs often feel included in the process because of the personal link. Further, often monies have to be advanced to heirs during the process which is easier to arrange with a smaller firm as opposed to a lengthy bureaucratic process with large institutions, in particular the banks.
We offer the following Estates & Wills services:
- Estate Duty plans
- Advice on minimizing the taxes and costs on death
- Estimating sufficient liquidity to pay costs on death
- Drawing up an appropriate will that will agree with personal and estate planning
- Administration of deceased estates
Regular assessment of wills
MEGAN SMITH
Estate Administrator/Legal Advisor
MANDY MARTIN
Accountant
For most people a simple Will is adequate, but we do not recommend standardized / shop purchased Wills as the Will may not properly reflect your intentions and one could overlook a formality which could result in your Will being invalid.
Address
702 Reveille Road, Shelly Beach
PO Box 805, Shelly Beach, 4265
Call us
Tel: 039 315 0500
Fax: 039 315 0505
Email Us
info@chantelelliott.co.za