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LEGACY FIDUCIARY SERVICES PRIVATE TRUST (PTY) LTD (Registration number: 1937/009516/07) (Legacy FS Private Trust)PAID & POPPA MANUAL 1.INTRODUCTION The Promotion of Access to Information Act, 2 of
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Gather all necessary information and documentation related to the estate or assets
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Identify and understand the specific needs and goals of the beneficiaries or individuals involved
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Evaluate and select a qualified and reputable independent fiduciary service provider
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Work closely with the fiduciary service provider to develop a comprehensive plan for managing and distributing the estate or assets
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Monitor and review the performance of the fiduciary service provider regularly to ensure compliance and effectiveness

Who needs legacy fiduciary servicesindependent fiduciary?

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Individuals who want to ensure that their estate or assets are managed and distributed according to their wishes after they pass away
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Those who may not have a trusted family member or friend who can serve as an executor or trustee
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Legacy fiduciary servicesindependent fiduciary is a type of fiduciary service that involves managing assets or making decisions on behalf of a client, typically after their passing or incapacity.
Legacy fiduciary servicesindependent fiduciary is typically filed by individuals or entities who have been designated as fiduciaries in a trust document or will.
Legacy fiduciary servicesindependent fiduciary can be filled out by providing information on the assets being managed, the beneficiaries involved, and any decisions made on behalf of the client.
The purpose of legacy fiduciary servicesindependent fiduciary is to ensure that the assets of a client are managed and distributed according to their wishes as outlined in a trust document or will.
Information that must be reported on legacy fiduciary servicesindependent fiduciary includes details of the assets being managed, any distributions made to beneficiaries, and any investment decisions taken.
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