WILLS

Many people do not want to think about writing a Will and dying. Unfortunately, by doing so, they also choose to forget the significant consequences of their actions on those who will survive them.

DECEASED ESTATES

An Estate includes everything you own (real property or personal property) as well as any liabilities. If you are married in community of property, you and your spouse each own half of an undivided joint estate. It cannot be separated. If you have a Will you can direct how your assets are to be distributed among particular beneficiaries.

TRUSTS

We strive to protect and grow the assets and wealth of our clients during their lifetime and, in the unfortunate event of death, we will continue to protect and grow the inheritance of our clients' loved ones, thereby ensuring the wealth and legacy of the next generation.

WELCOME


The ultimate solution in Asset Protection


One of the core, but often neglected, aspects of financial planning entails the development of a comprehensive estate plan. In certain instances this could be as simple as ensuring that your last Will and Testament is adequately structured to cater for the future needs of your family, whereas in other instances, significantly more complex structuring is required during your lifetime. Efficient BOE is your access to extensive expertise and capabilities in fiduciary services, enabling you to create an estate plan to cater to your specific and ever changing needs and circumstances.

Efficient Board of Executors (Efficient BOE) subscribes to FISA’s mission and operating philosophy, at all times upholding the integrity and honour of its profession.

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