We strongly believe that everyone, not just those of high net worth and income, should have access to financial advice and education.
The founders of U Sorted Gerhard and Herman Maree (father and son) started building U Sorted Financial services with this idea at its core.
Today, we provide our services to professionals, business executives, doctors, attorneys etc. via U Sorted Financial Services while remaining true to our commitment of serving everyone through U Sorted.
The path to financial success is both personal and suited to you alone, but this does not mean that you must take the journey by yourself. The way we build and manage client relationships at U Sorted further reflects our values. We view this relationship as a partnership and not just a business contact.
Consistent with our mission to democratize financial services, we are committed to both bring about change and adapting to change. The way people work in the future will impact the way the financial services industry needs to serve them. As recent events shape future needs, we evolve to provide financial services that meet these changing needs.
Our services
What Are the Costs to Consider After Death?
Testamentary Trust Fees
This is the fee charged by the Trustees to administer the Trust you create in terms of your Will.
Executor Fees
This is the fee charged by the Executor or assisting professional to wind-up your Estate
Conveyance Attorney Fees
This is the fee charged by the transferring Attorney when property needs to be inherited.
