Your will
Directs what happens to assets in your personal estate and can establish a testamentary trust for selected beneficiaries.
Explore wills
Build · Protect · Transfer
A trust is only as strong as the decisions behind it.
We help families and business owners design the right structure, document the right decisions and maintain the governance that keeps a legacy working across generations.
Beyond the trust deed
Most trust websites sell a structure. We focus on the life of the structure.
A signed deed is the beginning. Real value comes from proper authority, separate records, informed trustee decisions, annual compliance and alignment with your will, tax position, investments and business plan.
Your trust
Creates a separate fiduciary relationship through which trustees hold and administer property for defined purposes and beneficiaries.
Explore trustsYour governance
Turns intentions into defensible decisions through meetings, resolutions, registers, financial records and professional review.
View governance packages
Why a trust?
Start with the problem you are trying to solve.
A trust is not automatically the right answer. It becomes useful when its purpose, assets, funding and ongoing responsibilities are clear.
01
Family continuity
Create a framework for the responsible stewardship of family assets across generations.
02Property ownership
Coordinate ownership, funding, occupation, insurance, leases and trustee decisions around property.
03Business succession
Plan how company shares, voting, leadership and family benefit should continue when an owner exits or dies.
04Children and vulnerable beneficiaries
Use a testamentary trust to provide structured support rather than an immediate inheritance.
05Investment stewardship
Set decision rules, reporting standards and succession around long-term investment capital.
06Estate-plan coordination
Align the trust with your will, estate liquidity, life cover, beneficiary nominations and personal objectives.
A better first conversation
Trust fit check
Select the statements that apply to you. This is a conversation starter—not legal or tax advice.
Transparent pricing
Choose the governance your trust actually needs.
New trust establishment is priced once-off. Ongoing packages scale from low-activity compliance support to complex family and business governance.
Compliance
R595 / month
For passive or low-activity trusts.
- BO register maintenance
- 2 resolutions per year
- Annual meeting and review
Governance
R1,350 / month
For active family trusts.
- Section 7C monitoring
- Distribution support
- Annual trust health check
Wealth
R2,450 / month
For property, investments or shares.
- Two trustee meetings
- Property review
- Estate-plan integration
Legacy
R4,500 / month
For complex family structures.
- Quarterly meetings
- Family governance
- Priority support
Free will offer
Your will should not be the document you keep postponing.
Complete a short secure enquiry form. We will contact you for a telephone consultation, confirm the remaining information and prepare a standard will at no drafting fee.
Simple first step. Important long-term consequence.
What the conversation covers
More than names and percentages.
- Who should inherit and what happens if a beneficiary dies first.
- Guardianship and structured provision for children.
- Whether a testamentary trust should be included.
- Executor and trustee nominations.
- How the will connects to business ownership, policies and existing trusts.
Connected expertise
Fiduciary decisions do not live in isolation.
Axion coordinates fiduciary work with appropriate accounting, tax, legal and financial-planning professionals. Each provider remains separately responsible for the work it is engaged to perform.
Fiduciary governance
Trust establishment, independent trustee participation, meetings, resolutions, registers and annual reviews.
Accounting coordination
Access to separately scoped accounting, tax, payroll and company-secretarial support through Axion Financial Solutions.
Visit accounting siteWealth-plan alignment
Coordination with Hennie Venter Wealth Planning where regulated financial advice, investments, risk or estate liquidity must be addressed.
Visit wealth siteDo not start with a deed. Start with the purpose.
Tell us what you have built, who you want to protect and what must continue when you are no longer there.