Skip to main content

Guides / South Africa

Trusts

Contact the trust's administering attorney

Some steps differ by region inside the country.

Where

The trust's administering attorney or accountant, and the Master of the High Court where the trust is registered.

How

Look for a trust deed, trustee resolutions, or annual financial statements in their filing and email. Phone the attorney or accountant named on any trust document. The Master's office can confirm a registered trust and who the trustees are. Establish whether the deceased was a trustee, a beneficiary, or the founder, each has different consequences.

What to bring

A certified copy of the death certificate The trust name or registration number, usually in the form IT1234/2015

This is practical information, not legal, medical, or financial advice.

Continue in Filumio