THE REALITY
Most South Africans don’t know
they have a choice
Banks take 18 to 36 months to wind up an estate
There is no legal obligation on a bank executor to keep your family informed or to act with urgency. Delays are routine and costly.
3.5% of your entire gross estate goes in fees
On a R3 million estate, that is R105,000, paid to an institution that holds your assets and earns interest on every month they delay settlement.
Your family gets a call centre, not a person
No single point of contact. Rotating agents. Letters addressed to the deceased. Grieving families navigating an institutional labyrinth alone.
Banks are conflicted…they profit from holding your estate
The longer assets sit in an estate account, the more interest the bank earns. This is not a conspiracy, it is simply a structural conflict of interest that your family pays for.
“The bank holds your assets, earns on every month of delay, and answers to its shareholders, not your family.
There is a better way.”
70%
a valid will
R0
WHAT WE DO
Complete estate
and executorship advisory
WHY FAMILIES CHOOSE TRINITY
Will Drafting & Planning
A professionally drafted will is the most important document you will ever sign. We create bespoke, legally sound wills that reflect your specific wishes, protect your beneficiaries, and are stored securely with Trinity.
Estate Planning Advisory
More than a will, a complete estate plan that coordinates your insurance, retirement funds, trusts, and business interests to ensure your wealth reaches your family intact, with estate duty minimised.
Professional Executorship
Trinity acts as executor of your estate: independent, accountable, and answerable to your family alone. We wind up estates efficiently, communicate at every milestone, and ensure your wishes are fulfilled completely.
Business Succession Planning
Your business took a lifetime to build. We work with business owners to structure buy-and-sell agreements, succession documents, and estate plans that protect shareholders and ensure business continuity.
Deceased Estate Administration
For families who have recently lost a loved one, we guide the full estate administration process from death notice to final distribution with empathy, clarity, and expertise at every step.
Annual Will Reviews
Life changes, your will should too. Trinity offers annual will reviews as part of an ongoing advisory relationship, ensuring your documents always reflect your current circumstances and wishes.
THE DIFFERENCE
Why independent executorship
protects your family
BANK EXECUTOR
TRINITY
Your point of contact
Call centre
✓ One dedicated advisor
Wind-up timeline
18–36 months
✓ Target under 12 months
Conflict of interest
Earns on delay
✓ None-answers to family
Communication
Letters, if any
✓ Proactive updates
Family support
Procedural
✓ Guided, human, empathetic
Fee structure
3.5% gross estate
✓ Transparent & competitive
“A bank executor’s obligation is to the estate, not to your family. Trinity’s obligation is to both.”
- You choose us before it matters. Appointing Trinity as executor in your will costs nothing and locks in protection for your family before any crisis occurs.
- We have no incentive to delay. Unlike a bank holding estate assets in its own accounts, Trinity’s only interest is efficient, complete administration.
- Your family always has someone to call. One advisor. One number. Every step of the way, from our first meeting to the final distribution.
- We work alongside your existing advisors. Trinity integrates with your financial advisor, insurer, and accountant: we add, not replace.
- Did you know you can change the executor? If a bank has already been appointed as executor of a loved one’s estate, you may have more options than you’ve been told.
HOW IT WORKS
From first conversation
to complete peace of mind
Free Consultation
A 30-minute conversation — no obligation, no jargon. We understand your situation, answer your questions, and explain what good estate planning looks like for you specifically.
Estate Review & Planning
We review your existing documents, assets, beneficiaries, and wishes. If there are gaps or risks, we identify them clearly. Then we agree on the right structure for your estate.
Will Drafted & Executed
Your bespoke will is drafted, reviewed with you until it reflects your wishes precisely, and formally executed. Trinity is named as your professional executor. Your will is stored securely.
Ongoing Advisory
An annual review keeps your will and estate plan current. When the time comes, your family knows exactly who to call — and Trinity is ready to honour your wishes completely.
CLIENT EXPERIENCES
Families we have guided
“We had no idea the bank was our late father’s executor until weeks after he passed. Trinity took over the process and within months we had clarity and resolution. The difference was night and day.”
“My broker referred me to Trinity after I mentioned I hadn’t updated my will in eight years. One consultation later, I had a completely new estate plan. I feel genuinely prepared for the first time.”
“As a business owner with three partners, estate planning was something I kept putting off because it felt complicated. Trinity made it straightforward. Our buy-and-sell agreement is finally in place.”
One conversation protects
everything you’ve built
COMMON QUESTIONS
What people ask us most
GET IN TOUCH
Book your free
30-minute consultation
No obligation. No jargon. Just a clear conversation about your estate, your family,
and what good planning looks like for your specific situation.