Administration
Manage active estate cases, lodge Master's Office forms, track assets and liabilities, and generate client reports.
Testaments
Draft Last Wills and Testaments for clients — single, joint, and Islamic law wills — with AI-assisted clause generation.
& Admin
Draft and register inter vivos trusts, handle deed amendments and deregistrations, and administer trusts where GH Legacy is appointed as independent trustee.
& FICA
Client-completed intake, FICA and POPIA forms for individuals, companies and trusts — with supporting documents, risk flags and the office compliance record.
& Deadlines
One view of every upcoming and overdue statutory filing across companies and trusts — annual returns, beneficial ownership, IT3(t) and more.
& Admin
Register companies with CIPC, keep directors, shareholding and share registers, handle amendments, and stay on top of annual returns and beneficial-ownership compliance.
Map a client's whole portfolio in real time — assets and shareholding across personal name, companies and trusts — and model the tax impact of moving assets between entities.
Send documents to clients and heirs for legally-binding electronic signature — mandates, consents, engagement letters. Signatures are stamped into the PDF with a full certificate of completion. (Not for wills.)