PROFESSIONAL WILL DRAFTING
DECEASED ESTATE ADMINISTRATION
Setting the standard in Deceased Estate Administration
Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency. Independent since 1992 and totally focussed on Wills and estate administration, Appleton sets new standards in Fiduciary Services. With over 100 years of collective fiduciary experience, our mission is to provide our clients, their dependants and beneficiaries with complete care, satisfaction and peace of mind.
Our
Values
Client
Care
Appleton clients are the core of our organisation. We place our clients’ interests and requirements at the core of our professional services. We commit to treat all client matters with the utmost confidentiality, including the protection of all client personal information with full adherence to POPIA.
Our Integrity
Appleton professionals are bound by and fully subscribe to the Code of Conduct of the Fiduciary Institute of South Africa (FISA). Accordingly, clients and other interested parties can always expect us to be totally honest, fair and trustworthy in all that we do and say.
Our Diligence
We undertake to display the highest levels of diligence in all our actions by ensuring that our professionals possess the necessary knowledge in any given situation or identifying when and to what extent they need to enlist the assistance of specialists in any field.
Governance
Appleton Fiduciary Services is governed by a raft of legislation including: the Administration of Estates Act (1965), the Wills Act (1953), the Intestate Succession Act (1987), the Income Tax Act, the Estate Duty Act, the Property Law Act, the Maintenance Act and the Customary Marriages Act. Thus, it is critical for us to remain abreast of all relevant legislation and regulation, not only for purposes of compliance, but to ensure that our clients receive the highest levels of service. As a result we have experienced directors and also compliance professionals to give additional guidance.
Appleton Fiduciary Services is governed by a raft of legislation including: the Administration of Estates Act (1965), the Wills Act (1953), the Intestate Succession Act (1987), the Income Tax Act, the Estate Duty Act, the Property Law Act, the Maintenance Act and the Customary Marriages Act. Thus, it is critical for us to remain abreast of all relevant legislation and regulation, not only for purposes of compliance, but to ensure that our clients receive the highest levels of service. As a result, our board is comprised of experienced directors and we also employ the services of compliance professionals to give additional guidance.
