wealth redefined.TM
Fiduciary Services
Welcome to Wealth Associates Fiduciary Services
fiduciary.
(from the Latin fiducia, meaning “trust,”)
A guardian of your legacy, entrusted to act with unwavering integrity, transparency, and your best interests at heart.
At Wealth Associates, we understand that planning for the future is one of the most important decisions you will make. Our fiduciary services are designed to provide peace of mind by ensuring that your estate, assets, and legacy are protected and managed according to your wishes. With unmatched expertise and a commitment to excellence, we offer personalised solutions tailored to meet the unique needs of you and your family.
Our Fiduciary Services
- Estate Planning: We develop strategic estate plans to optimise tax efficiency and ensure smooth asset distribution.
- Deceased Estate Administration: Compassionate and efficient estate settlement, handling all legal, financial, and administrative matters – ensuring the smooth winding up of your estate.
- Executor & Personal Representative Services: Professional estate execution, ensuring legal compliance and seamless asset distribution.
- Trust Administration: Trust structuring, compliance, and financial optimisation to safeguard your legacy.
- Independent Trustee Services: Impartial oversight to safeguard your visions
- Wills Drafting: Create legally sound, personalised wills, testamentary trusts, and living wills to secure your family’s future.
Our Client Promise
- Be loyal to your needs and act in your best interest;
- Make decisions with care and diligence;
- Be clear and transparent about potential conflicts of interest, fees and other details;
- Act in accordance with the terms and instructions outlined in the legal documents.
Secure Your Legacy with Confidence
Let Wealth Associates Fiduciary Services guide you through estate planning and wealth preservation with clarity and care. Contact us to discuss how we can protect your future.
Tel: (051) 400 7000
Email: wafsadmin@wealthassociates.co.za
Meet the team
Elaine Spershott
Fiduciary Consultant/ Admitted Attorney (Non-practising)
Elaine obtained her BCom Law degree in 2016 and LLB degree in 2018 from the North-West University.
She was admitted as an Attorney of the High Court in 2019. Elaine further completed the Advanced Diploma in Estate and Trust Administration in 2023 at the University of the Free State.
She joined Wealth Associates Fiduciary Services in 2021 and focuses on Trusts and Wills. She is committed to helping her clients achieve their estate planning needs.
Marischa Griesel
Fiduciary Consultant/ Admitted Attorney (Non-practising)
Marischa obtained her LLB degree from the University of the Free State in 2014.
She was admitted as an Attorney of the High Court in 2017. Marischa further completed the Advanced Diploma in Estate and Trust Administration in 2018 at the University of the Free State.
She joined Wealth Associates Fiduciary Services in 2017 and, following a brief hiatus, returned to the company and now focuses on Last Wills and Testaments. She is committed to guiding clients in terms of their estate plans and providing exceptional and personalised service.
Elzahn Klinck
Fiduciary Consultant/ Admitted Attorney, Notary, Conveyancer (Non-practising)
Elzahn obtained her BCom Law degree in 2015 and LLB degree in 2017 at the University of the Free State.
She was admitted as an Attorney of the High Court in 2018, Notary of the High Court in 2021 and Conveyancer of the High Court in 2022.
She joined Wealth Associates Fiduciary Services in January 2023 and focuses on the administration of deceased estates. She approaches her work with professionalism, compassion and understanding for her clients.
Camillia Barens
General administrator
Camillia is currently pursuing an advanced diploma in Financial Accounting and has completed a course in Reporting and Bookkeeping.
She joined Wealth Associates Fiduciary Services in 2022, where she oversees the general administration of the Deceased Estates, Wills, and Trusts departments. She takes care of clients with professionalism, care and compassion and ensures a seamless and exceptional experience for clients.