PTA Boedels (PTY) Ltd

PTA Boedels (PTY) Ltd

We are a company based in Magalieskruin, Pretoria, that deals with the complete administration of deceased estates. Our company has ± 30 years’ experience in this field and on a regular basis attend the necessary courses as provided by the Fiduciary Institute of Southern Africa and courses by UNISA University. We strive to keep ourselves updated with any amendments in the Estate Act and also any Court decisions that have an impact on the administration of deceased estates.

We assist with the reporting and finalization of Deceased Estates. This includes having Executors appointed. Where the deceased has left a will, we assist the heirs and beneficiaries with the distribution of any property and assets in terms of the provisions of the will.

Furthermore, we comply with all the legal requirements as laid down by the Estate Act. This includes complying with all the requirements from the Master of the High Court.

 

We also accept the nomination of Executorships in our personal capacity on the request of our clients in the drafting and setting up of their Wills. This provides our clients with peace of mind that someone with experience will be attending to the administration of their estates.

Our company also assist with estate planning. This process will reduce or eliminate any uncertainties over the administration of their estate. The planning will include the bequest of assets to heirs, generate skipping transfer and maximizing the value of the estate by reducing taxes and other expenses.

We also specialize in the drafting of trusts and the registration of the trusts with the Master of the High Court, act as general Master’s correspondent and will be able to assist in any SARS / Estate Duty matters.

Our Vision

Our vision is to become the market leader in the field of administration of deceased estates. We aim to provide a service of excellence to the satisfaction of all parties involved. Our vision in this company is not just to provide a service to those who pay for it, but to build a relationship and connection between the clients and ourselves.

Most importantly we also carry the concern of our client’s emotional state after the lost of a loved one. In this regard our staff often prays for our clients.

Ez 34:16 ” I will look for those that are lost, those that have wandered off, heal the sick and bandage the hurt”

Our Mission

Prayer.
Further studies.
Staying connected to the industry.
Staying connected to the Master of the High Court.
Personal research.
Networking.
Attending conferences and seminars provided by Fiduciary Institute of Southern Africa.

Our company info

  • Attending conferences and seminars provided
    by Fiduciary Institute of Southern Africa.
  • Registered with the Fiduciary Institute
    of Southern Africa No: FISA1720 & 1292
  • Tax Number: 4390295931
  • Commissioner of Oaths 35/1/2017

Services

Estate Planning

This process will reduce or eliminate any uncertainties over the administration of their estate. The planning will include the bequest of assets to heirs and maximizing the value of the estate by reducing taxes and other expenses.

Drafting of Last Will & Testaments

Our offices provide expert services in the drafting of wills. The consultation will include advise on how to distribute all of one’s personal assets and the necessary clauses that needs to included for the will to be accepted by the Master of the High Court

Deceased Estate Administration

This process will reduce or eliminate any uncertainties over the administration of their estate. The planning will include the bequest of assets to heirs and maximizing the value of the estate by reducing taxes and other expenses.

Drawing up trusts

Our company specializes in the drafting of trusts and registering the trusts at the Master of the High Court. We will be able to advise on the different types of trusts and on the necessary clauses to be included.

SARS/Estate Duty

We will be able to assist in any Estate Duty matters, helping and advising our clients to manage Estate duty Matters.

General Master’s Correspondent

We also act as general Master’s correspondent. This will include lodgement & collection at the Master of the High Court.

429 Bergsering Ave, Magalieskruin, Pretoria, 0150

Get in Touch

Please complete the form on the right to find out more about our services.

  • 429 Bergsering Ave,
    Magalieskruin,
    Pretoria,
    0150

  • 012 543 1229 (Office)
    083 750 6146 (Mobile)



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