Upholding Integrity. Supporting Beneficiaries

Precise Estates & Trust Administration

Dedicated to supporting beneficiaries with tailored fiduciary solutions built on trust, empathy and accountability.

Know Who We Are

About our company

PETA is a specialist fiduciary services provider dedicated to serving beneficiaries with diligence, transparency and professionalism. We deliver regulated trust administration and a full suite of fiduciary services across South Africa, upholding the highest standards of compliance with all legislative requirements. Each service is thoughtfully tailored to meet the unique needs of every trust and its beneficiaries, whether arising from medical malpractice settlements, Road Accident Fund claims, or other specialised funds. Guided by integrity and compassion, we aim to protect and manage assets responsibly, while providing beneficiaries with the reassurance, care and personalised attention they deserve.

Vision

Our vision is to be recognised as South Africa’s most trusted fiduciary services provider, known for delivering transparent, compassionate and strategic trust administration. We strive to empower beneficiaries to live with dignity and financial security, ensuring that every decision we make reflects the highest standards of integrity and care. We are committed to honouring and preserving the values and intentions behind each trust, safeguarding them not only for the present but also for generations to come.

Mission

Our mission is to deliver tailored fiduciary services that unite legal precision with genuine care. We safeguard and manage assets with responsibility and diligence, while making complex processes clear and accessible for both trustees and beneficiaries. Every aspect of our work is carried out in strict compliance with the Trust Property Control Act No. 57 of 1988. Guided by integrity and efficiency, we strive to build enduring relationships, instill confidence and create secure futures for those we serve.

Service Offerrings

Trust Administration

Medical Malpractice Claim Administration

Financial Reporting

Section 17(4)(a) Undertakings

Beneficiary Support

Your trusted partner in fiduciary services,
providing clarity, stability and compassionate
guidance.