Estate Planning & Administration
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A family legacy
Mboya Wangong’u’ and Waiyaki Advocates specializes in estate planning and administration. Our mission is to protect a legacy one family at a time. We strive to protect your legacy and ensure that your assets are preserved for you, your family and future generations. Our team ensures that we offer you personalized services to cater to your unique needs and honoring your family values and aspirations.
Importance of Estate Planning
Everyone over the age of 18 years and of sound mind should have an estate plan regardless of their financial status. It is an essential step that one must take to ensure that their assets are protected and preserved for their benefit and the benefit of their loved ones. By preparing an estate plan, you can:
- Distribute your assets in accordance to your wishes.
- Protect your dependents especially minor children or dependents with special needs.
- Preserve your assets for generations to come.
- Can have certain tax advantages.
- Cater for your healthcare needs in case of incapacity.
- Avoid family conflict.
What we offer
We offer several services under Estate Planning & Administration including
Preparation of Wills and Codicils
The Firm gently walks clients through the process of writing a Will to help them secure their estate and indicate their preferred mode of distribution of their estate amongst their beneficiaries.
Creation of Trusts
A trust is a relationship which arises whenever a person, called the trustee, is compelled, in equity, to hold property for the benefit of some persons or for some object, in such a way that the real benefit of the property accrues not to the trustee but to the beneficiaries.
The Firm guides clients in the selection of the type of trust that works best for the estate and interests, such as: family trusts, living trusts, irrevocable trusts.
Creation of Trusts Estate Planning for Families with Children/Persons living with Disabilities
Do you know someone who has a beloved family member living with disabilities? Do you have a child who is living with disabilities and are not sure of how to organize your affairs to provide for them?
The Firm recognizes that your biggest concerns are how to protect your vulnerable family member during your lifetime and also how to ensure they are protected should you predecease them.
Estate Planning for Family-Owned Businesses (FOBs)
Let your FOB not be part of the staggering statistics by engaging our Firm to assist you through:
- Developing a Succession Plan.
- Creating a Family Constitution.
- Preparing a Shareholders Agreement.
- Instituting proper Corporate Governance Practices.
- Developing a senior management succession plan.
- Developing an estate plan.
Elder Law
The Firm focuses on these main areas of elder law: disability and special-needs planning, long-term care planning, estate planning and settlement, guardianship or conservatorship, and prevention of elder abuse.
Probate and Succession
The Firm also handles the succession processes in court procuring the relevant grants of probate and letters of administration so as to enable the deceased’s dependants obtain rights over the deceased’s property. This involves advising the dependants on the relevant petitions to be filed, drafting them, filing them at the Family Division of the respective High Court and following up to ensure that they are confirmed. The Firm also offers advisory on the distribution of the assets of the deceased’s estate after the confirmation of the grants.
Value Addition
It is proven that people do and be better when they know better. This is why the Firm prioritizes offering training on estate planning to various social groups such as church groups, corporate clients, parent-teacher seminars, among others. These trainings create an opportunity for the attendees to ask questions and interact with the different facets of estate planning and succession law. It is the aim of the Firm to reach as many people as it can and influence them to better plan for their future through creating a solid estate plan.
Our Assurance to You
When you choose Mboya Wangong’u & Waiyaki for your estate planning needs, you can expect:
- Expert advice from our experienced estate planning team.
- Personalized attention to meet your individual needs. Support and guidance
- Support and guidance throughout the process.
- Updates and revisions to your plan as circumstances change.
- Confidentiality and discretion.
Estate Planning & Administration Team
What our clients say about us
We recognize that every client is important, and we give them specialized personal attention tailored just for them, in order to provide specific legal solutions to their businesses.
“Peter Waiyaki is definitely a very sharp lawyer. He is very astute and understands the law.”