Fiduciary
Protect Your Legacy.
Secure Their Future.
From funeral cover and last wills to trusts and full estate planning — specialist fiduciary services that ensure your assets reach the right people, in the right way, at the right time.
Your Affairs in Order. Your Family Protected.
Fiduciary services are about more than paperwork — they are about making sure that everything you have built is transferred to the people you love, without unnecessary delays, disputes, or tax exposure.
Wilco Naumann provides end-to-end fiduciary services covering funeral cover, wills, trusts, and comprehensive estate planning. Whether you are starting from scratch or reviewing an existing plan, we guide you through every step.
Hover over any service below to explore what it includes.
Hover to Explore Each Service
Funeral Cover
Financial protection when your family needs it most
Funeral Cover
- Covers funeral & burial costs in full
- Immediate payout on valid claim
- Affordable monthly premiums
- Cover for the whole family
- No medical examination required
- Peace of mind from day one
Last Will & Testament
Ensure your wishes are legally carried out
Last Will & Testament
- Professionally drafted & legally binding
- Specifies who receives your assets
- Appoints guardians for minor children
- Names executor of your estate
- Reduces family disputes after death
- Updated as your circumstances change
Trusts
Protect & grow assets for those you love
Trusts
- Trust setup & formal registration
- Ongoing trust administration
- Asset protection for minors & family
- Reduces estate duty exposure
- Family trusts & business trusts
- Managed by experienced trustees
Estate Planning
Minimise duty — maximise your legacy
Estate Planning
- Full estate analysis & valuation
- Estate duty minimisation strategy
- Beneficiary structuring & nomination
- Integration with your will & trust
- Long-term financial alignment
- More of your estate for your heirs
DON’T LEAVE YOUR LEGACY TO CHANCE
A proper estate plan is one of the most important gifts you can leave your family. Let’s get it right together — starting with a no-obligation consultation.