Legal Services
Protecting your assets. Securing your legacy. Supporting your family and business.
At Investiplan, we provide comprehensive legal services designed to safeguard your estate, simplify complex processes, and ensure peace of mind. With over 33 years of experience, we offer tailored solutions to meet your unique personal and business needs.
1. Deceased Estate Management
Compassionate support through a challenging time.
Managing a late estate can be complex and overwhelming. Our experienced team ensures your loved one’s assets are distributed according to their wishes while remaining fully compliant with the law.
Our Services:
-
Estate reporting to the Master of the High Court (nationwide)
-
SARS estate coding and compliance
-
Full estate administration and probate
-
Asset valuation and distribution
-
Executor support and guidance
-
Estate dispute resolution
-
Tax planning and optimization
✔ Benefit: Peace of mind knowing your loved one’s estate is managed with care and precision.
2. Commercial Contract Assistance
Building strong foundations for business success.
In today’s fast-paced business world, well-structured contracts protect your interests and minimize risk. Our commercial legal team provides expert support to both startups and established businesses.
Our Services:
-
Drafting and reviewing contracts
-
Contract negotiation and dispute resolution
-
Lease and employment agreements
-
Buy-and-sell agreements & sale of share agreements
-
Breach of contract support
✔ Benefit: Ensure every agreement is legally sound, enforceable, and in your best interest.
3. Trust & Will Drafting
Preserve your legacy and protect your loved ones.
A professionally drafted will or trust ensures that your wishes are honored and your estate is safeguarded. We specialize in creating customized, enforceable solutions that give you confidence and peace of mind.
Our Services:
-
Drafting and revising wills
-
Testamentary and family trust registration & administration
-
Asset protection and estate tax planning
-
Executor and trustee guidance
Key Benefits of a Proper Will:
-
Control over how your assets are distributed
-
Guardian designation for minor children
-
Minimizes family disputes and legal challenges
-
Provides tax efficiency and smooth estate management
-
Protects business interests and ensures continuity
✔ Benefit: Leave a clear legacy and protect your family from unnecessary legal complications.
Why Choose Investiplan Legal Services?
-
Personalized guidance for every client
-
Comprehensive support from estate planning to business contracts
-
A commitment to protecting your assets, your family, and your legacy