Estate planning for your SME

At CM SME Club, we understand the importance of safeguarding your business legacy. Our estate planning services empower you to make informed decisions about the future of your company and ensure a smooth transition for your loved ones.

Services Offered:

Drafting wills, prenuptial, and marital agreements.
Setting up Family Trusts
Preparing Powers of Attorneys
Business Succession Planning
Estate Planning Training
Estate administration, adoption, guardianship, divorce, child custody, and maintenance proceedings.

Drafting Wills

Drafting a will empowers you to make informed decisions about how your assets, including your business interest, will be distributed after your passing.

Establishing Family Trusts

A family trust is a legal entity that holds assets for the benefit of designated beneficiaries. This can be a valuable tool for business owners as you can distribute assets to beneficiaries gradually, according to your wishes and their maturity level and safeguard assets for vulnerable beneficiaries who may not be equipped to manage them responsibly.

Preparing Powers of Attorney

A power of Attorney appoints a designated person to act on your behalf e.g. to act on your behalf in the Country while you are away. A Lasting Power of Attorney (LPA) empowers a designated person (your attorney) to make decisions on your behalf if you become mentally incapable. This is crucial for business owners as it ensures Continuity of Business Operations.

Business Succession Planning

Business succession planning focuses on ensuring a seamless handover of your business ownership and management to your chosen successors.

Estate Planning Training

We offer training programs designed to equip you with Knowledge about the various estate planning tools and equip you to make informed choices regarding your business and personal estate.

Benefits of Working with CM SME Club:

Experienced Guidance: Our team possesses in-depth knowledge of Kenyan estate planning laws and their application to small businesses.
Tailored Solutions: We understand that every business is unique. We work closely with you to develop a personalized estate plan that aligns with your specific goals and circumstances.
Minimized Disruption: Our proactive approach helps to minimize potential disruptions to your business operations during the transition period.
Peace of Mind: With a well-structured estate plan in place, you can gain peace of mind knowing that your legacy will be protected.

Contact CM SME today to schedule a consultation and discuss your estate planning needs.