Setting the standard.
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.
Appleton has a clear, consistent and singular focus the writing of Wills and subsequent Estate Administration. This allows us to recruit and employ only the top professionals in the industry and to focus solely on providing the very highest levels of service to our clients.
Our Company lives by and is known in the industry for its dedication to three core values, client care, integrity and diligence. These values are foundational to our business and are non-negotiable in all our interactions and conduct.
PROFESSIONAL WILL DRAFTING
DECEASED ESTATE ADMINISTRATION
The Administration of Estates Act prescribes the process and steps that must be followed when managing a deceased estate. Appleton provides a complete and seamless executorship service. Irrespective of the complexity of the estate, Appleton manages all stages of the estate promptly, efficiently and ethically.
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.