Documents
Download important information and forms here
Value proposition & fee schedule
 Servo Fee Schedule for Clients 2021 | Servo Value Proposition For Clients 2021 |
Intermediaries
Servo Fee Schedule for Intermediaries 2021 | Servo Value Proposition For Intermediaries 2021 |
Application forms
Servo trust application | Servo will application | Dokumente benodig vir ‘n boedelbeplanning | Documents required for an estate plan |
Reporting an estate
Acceptance – Executor |
Documents required to report an estate |
Dokumente benodig om ‘n boedel te rapporteer |
Estate Process |
Trust information
Validity of a Trust |
Acceptance of Trusteeship |
The use of Trusts |
Transferring assets into a Trust |