Estate Planning

• Our estate planning services is an expert bespoke and advisory service which utilises several tools to provide a robust estate plan tailored to our client’s specific needs with full consideration to their intentions, assets, family situations many other variables. Oue state planning advisory may require any one or more of the underlisted services:

• Living Trusts: A living Trust allows the settlor (our clients) to transfer their assets into a trust, to be utilised for the benefit of the desired beneficiaries and for the purpose the settlor desires. These are created in the lifetime of the by the execution of Trust Deeds or by a Declaration of Trust coupled with an actual transfer of assets into the trust. The benefits includes:
  • Speed of execution and transfer to beneficiaries.
  • Maintained confidentiality
  • Reduction of potential estate charges in the long and short run
  • Avoidance of probate delays
  • Protection of beneficiaries from asset invaders/grabbers upon demise of settlor
  • Opportunity to experience the trust in the lifetime of the settlor.
  • Perpetual succession of trustee
• An Education Trust: created specifically helps to save, grow and preserve funds to guarantee the uninterrupted education pursuit of your loved ones below the age of 18 years. Benefits include:
  • Structured savings
  • ROI savings above Banking ROI
  • Funds to be utilised solely for education of beneficiary
  • Direct payment to school account to avoid diversion of funds
• Will Drafting and Executorship: Our team of expert lawyer and Trust Advisors will assist you to draft your will. Our Speed Will is simplified to cater to essential liquid assets while our Premium Will Services gives you the opportunity of a robust consideration of your estate in totality. A Testamentary Trusts can be created by a testator through a Will for beneficiaries upon the testator’s demise. We ensure professional management of deceased’s assets under our administration
• Probate Services: Our services extend to the procurement of Letters of Administration and Grant of Probate after the demise of the Testator, for the beneficiaries as they require an instrument of authority to claim the assets of the deceased. We are also able to help with the continuous administration of such estate to give life to the wishes of the testator and beneficiaries
• Nominee and Custodial Services: We offer custodial services to individual and corporate Clients. We act as Custodians of important legal/title documents, share certificates and other valued articles belonging to our clients. Benefits includes safe keeping of assets as well as adherence to Client’s wishes as stipulated in the Custody Agreement.
• Family Office Trust: Family Office Trust are set up to manage the family estate as a single entity, thus actively preserving wealth, organizing it to ensure continuity. It can be used for succession planning.
• Charitable Trust (Foundations and Endowments): are arrangement/organization designed to accumulate, preserve, manage, and utilize wealth over time for public/ charitable purposes over a lengthy period of time or even in perpetuity.
• Private Investment Trust: This product enables individuals save and inv est their funds and includes a simple Trust Deed that caters to beneficiaries in case of predicaments.

• Debenture & Consortium Lending Trusteeship: As trustees our service allows consortium lenders to enjoy a neutral professional party as Facility Agent and Collateral/Security Trustee to represent the overall collective interest of all the parties.
• Cooperative Trust: Cooperative Societies, Estate Associations and Alumni associations and like associations can make contributions into a designated Trust Account with a liaison officer nominated by the association
• Escrow Services: : We provide escrow agency services to parties in need of an independent unbiased third party to facilitate commercial transaction closures.
• Loan Syndication: We advise on a security structure which will support affordable costs within the ambit of the law in Loan Syndication transactions.

• Bonds Trusteeship: We act as Trustees to Bonds and Notes issued by the Federal, State, Local Governments and Corporate institutions wherein we secure and protect the interest of the Bondholders or Noteholders and monitor Issuer activities in order to ensure compliance with the Trust Deed, the Securities and Exchange Commission Rules and the Investment and Securities Act, 2007.
  
  We also manage Sinking Funds to generate competitive returns and ensure timely payment of coupon and principal repayments to Bondholders/Noteholders respectively whilst taking proactive steps to prevent loss of investors’ funds.
  
  We bring our hands-on experience to bear by striving to help our clients achieve their strategic objectives through Debt Issuances in capital market transactions.
• Collective Investment Schemes Trusteeship: We act as Trustees to various Collective Investment Schemes (Mutual Funds and Real Estate Investment Trusts), providing our clients with security on their investments. As Trustees, we monitor Fund Managers’ activities to ensure compliance with the Trust Deed, Prospectus and relevant regulations.
  
  We also act on behalf of Unit holders and keep custody of the scheme’s assets. Our role as Trustee in such schemes includes undertaking Trust Services in fulfilment of Rule 110(1) of the Securities & Exchange Commission Rules issued Pursuant to the Investment & Securities Act, 2007, which provides that Trustees of Collective Investment Schemes perform prescribed functions.