At Africa Legacy Fiduciary, we are committed to exceptional service and successful outcomes with:
15+
combined years of experience
98%
trust and company law practice
12+
lawyers at hand
Professional Trustee Services
Trust Governance Support
- Attend Meetings of the Board of Trustees and relevant committees (required)
- Prepare meeting agendas and issue meeting notices in good time
- Take, record, maintain, securely store and circulate meeting minutes and ensure they are properly signed
Trust Resolutions and Documentation
- Prepare trustee resolutions, deeds, and other documentation required for trust administration (as directed by the board of Trustees and in accordance with the Trust Deed).
Compliance and Statutory Filings
- Undertake statutory filings and compliance submissions required of the trust as directed by the Board of Trustees.
- Monitor relevant legal/regulatory changes that may affect trust obligations and flag these to trustees.
Coordination of External Advisers and Service Providers
- Procure/coordinate professional services authorised by the Board of Trustees, including audit, accounting, tax, investment advisory, property management, and other specialists.
Stakeholder Correspondence and Records Management
- Receive, document, and respond to notices and correspondence from beneficiaries and stakeholders promptly and professionally, in line with the Trust Deed and applicable law.
- Maintain secure custody, storage, and retrieval systems for trust records (legal, financial, administrative).
Trust Record Keeping
- Maintain accurate administrative records and support proper record keeping of trust assets (as applicable to our scope).
Trustee and Beneficiary Orientation
- We conduct trainings and presentations on trusts, estate planning, governance, and trustee responsibilities.
Fiduciary Oversight and Standards
- Act independently, impartially, and in good faith in the best interests of beneficiaries.
- Avoid conflicts of interest and derive no personal benefit beyond agreed remuneration.
- Exercise the corporate trustee role strictly in accordance with the Trust Deed and fiduciary obligations.
Additional Fiduciary and Administrative Support
- Perform any additional administrative responsibilities required under the Trust Deed, applying the highest fiduciary standards.
