Contact Trusting Trusts
Tell us what you need help with and we will review the basics of your trust, estate or planning query. We meet clients in Sandton and also work with families and business owners across South Africa online.
Send us a message
Tell Trusting Trusts whether you want to set up a trust, need help running one, or are dealing with an estate. Fields marked * are required.
What to send in your enquiry
Please use the enquiry form on this page to give us a clear outline of the matter. A short summary is enough to start, as long as it tells us what you need help with and who is involved in the trust or estate.
- Whether this is a new trust, an existing trust, a deceased estate, or a will and estate planning query
- The type of trust involved, such as family, business or testamentary
- Where the assets are situated, for example Johannesburg, Durban, Cape Town or elsewhere in South Africa
- Whether there are trustees, heirs, beneficiaries or an executor already appointed
- Any urgent practical issue, such as access to records, asset transfers or distributions still to be done
Documents that help us understand the matter
You do not need to have everything ready before contacting us, but a few documents can help us understand the position faster. If something is missing we can tell you what to gather next.
- A copy of the trust deed, will, letters of authority or other appointment documents if available
- Recent trust resolutions, minutes, annual financial records or correspondence with the accountant
- An asset list showing property, investments, business interests or loan accounts
- For estates, a basic list of family details and the main estate documents already on hand
If a document is old, unsigned or unclear send it anyway and note what you are unsure about. That often helps more than waiting.
Meetings in Sandton or online across South Africa
We are based in Sandton in Johannesburg and assist clients across South Africa. Meetings can be arranged in person or online depending on the matter and where you are based.
If your trust or estate involves assets or family members in more than one province, include that in your message. It helps us plan the right next step from the start, especially where records and signatures are held in different places.
Before you submit the form
Please keep your message factual and practical. Each trust and estate matter depends on its own documents and circumstances, so we keep initial guidance general until we have seen the basics.
- Use the names of the trust or estate exactly as they appear on documents
- Note any upcoming meetings, distributions or reporting steps already in progress
- Tell us if you want help acting as trustee, supporting trustees, keeping records, or winding up an estate
- Mention if you also want a will review so the planning fits together properly
Once you have sent the form we can take it from there.