Estate Expenses Calculator CALCULATE A DECEASED ESTATE'S LEGAL AND OTHER EXPENSES Personal DetailsFirst Name*Surname*Email Address*Contact Number* Details of CalculationValue of the Executable EstateThe value of the deceased estate before liabilities. The value must exclude accumulated retirement/pension/provident fund benefits as well as any attached approved group life cover amount. Importantly, life cover proceeds from personal policies that have the estate as beneficiary must be included in this value. This extends to bond protection plans and proceeds where the testamentary trust(s) of children in terms of the Will have been nominated.Asset Value to be Transferred to Testamentary Trust(s)The NET asset value of the estate and/or the value of any specific bequest to children via testamentary trusts.Number of Years for Testamentary Trust(s) to be in UseWhere one child is being contemplated, simply use the number of years between the desired termination age of the trust and the child's current age (e.g. 25 - 3 = 22 years). Where multiple children are being contemplated, use the average age between the children for this calculation.Number of Properties to be Retained by BeneficiaryThese are properties not expected to be sold but transferred into the name of the beneficiary.None12345Property 1 Value to be TransferredProperty 2 Value to be TransferredProperty 3 Value to be TransferredProperty 4 Value to be TransferredProperty 5 Value to be TransferredTotal Value of Properties.Estimated Legal ExpensesExecutor Fees3.99% of the value of the executable estate, including VAT.Initial Trustee Fees1.14% of the estimated asset value to be transferred to testamentary trust as above, including VAT.OTF Calc 1 - Initial Annual FeeOngoing Trustee FeesCalculated at 1.6% p.a. for the term of the trust(s)Conveyancing Attorney Fees Calc 1aConveyancing Attorney Fees Calc 1bConveyancing Attorney Fees Calc 1cConveyancing Attorney Fees Calc 1dConveyancing Attorney Fees Calc 1eConveyancing Attorney Fees Calc 2aConveyancing Attorney Fees Calc 2bConveyancing Attorney Fees Calc 2cConveyancing Attorney FeesTotal Amount of Legal FeesEstate Minus FeesOther ExpensesEstimated Funeral ExpensesOther Estimated Immediate ExpensesSummaryTotal Immediate ExpensesOptionsTo have this calculation sent to you by email, and to see how you could protect your estate against high costs, simply click the "Next" button below.PhoneThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.