Trust Registrations and Related Changes

Trust Registrations and Related Changes 2017-10-20T13:02:17+00:00

We provide the services of assistance of trust registration and various amendments are required with the Master of the High Court.  Our services include:

Registration of a new trust:

Compilation of documents required by the Master of the High Court (where applicable):

  • Covering letter addressed to the Master of the High Court
  • Payment of the Master’s prescribed fee
  • J401 – Trust registration or amendment form
  • J417 – Acceptance of Trustee
  • J405 – Acceptance of Auditor
  • J450 – Beneficiaries Declaration form
  • J262 – Undertaking and bond of security
  • JM46 – Application for Certified copes
  • Original Deed of Trust
  • Certified Copies of Identity Documents of the Trustees


Certified copies requested from the Master:

  • Application for certified copies
  • Proof of payment of R9 per document


Amendment to an existing Trust:

Compilation of documents required by the Master of the High Court (where applicable):

  • Covering letter addressed to the Master of the High Court
  • Original Letters of Authority (Affidavit in the case of the lost Letter of Autority)
  • Minutes of the Meeting
  • Appointment of the New Trustee
  • Acceptance by the New Trustee
  • Declaration by the New Trustee
  • Resignation by the New Trustee


De-registration / Dissolution of a Trust

Compilation of documents required by the Master of the High Court (where applicable):

  • Resolution by the Trustee(s) in respect of the Trust, resolving that it be terminated with immediate effect.
  • Declaration by the Trustee(s) requesting the Master to de-register the Trust
  • An original sworn affidavit signed by the Trustee(s) confirming there are no assets, liabilities and no bank accounts for the Trust
  • An original sworn affidavit signed by the Trustee(s) confirming that the beneficiaries of the Trust have been paid
  • Confirmation of receipt of benefits signed by the beneficiaries confirming receipt of their benefits
  • An original sworn affidavit signed by the accountant confirming there are no assets, liabilities and not bank account for the trust

 

If you have any questions or queries please don’t hesitate to get in touch:

E-mail: cerize.roets@kilgetty.co.za

Contact number: 083 227 5508