ExeQtrust Limited

Future Planners-blending technology and a human touch to design & structure your legacy

Managing and protecting your legacy through emotionally intelligent, end-to-end Estate Planning and Administration, including Will preparation, holistic Financial Analysis and Recommendations, Pension Advisory and Retirement Planning strategies.

18/03/2026

When someone dies 'Intestate' or without a Will, the process to apply to the Court for a Grant in the deceased's estate involves more steps than when they die with Will.
- The next of kin of the deceased must be legally established, in order for that person to apply for a Grant of Letters of Administration in the deceased's estate.

When you die without a Will, your estate is distributed in accordance with the laws of Trinidad & Tobago- meaning that it only passes to immediate family members, and in default, to your next of kin. See order of priority of beneficiaries here: https://exeqtrust.com/ins-and-outs-of-estate-administration/when-and-why-to-make-a-will/

If you die intestate, your friends, cousins, step children, in-laws and even religious or charitable bodies will NOT be able to benefit from your estate! It is only if you make a valid Will that these persons can inherit from you.

16/03/2026

Today, we will briefly explain the terms dying 'testate'.

When someone dies 'Testate' ie with a valid Will, the Executor has to apply, through an attorney at law, to the Probate Registry of the High Court for a Grant of Probate of the original of that Will.

Until that Grant is received, no assets registered in the deceased's name can be sold or transferred to a 3rd party, not even to a beneficiary named in the Will.

It is therefore very important that you keep your original Will in a secure place, and that your executor or at least your loved ones know its location.

13/03/2026

Another common term everyone should get familiar with is 'beneficiary'. A Will allows you to name an infinite number of beneficiaries to receive legacies under your Will, inclusive of charities.

This is of course provided that when the deceased died, he still owned those assets in order to be able to pass them on to the named beneficiaries.
- If the deceased no longer owned the asset by the time of death, then the beneficiary is not likely to have any claim to it under the Will even though he/she was named in the Will as a beneficiary of this gift.

11/03/2026

Trustees play a major role in ensuring your assets are passed onto your intended beneficiaries - and in good condition - after your death.

A person's appointment as Trustee in your Will takes effect immediately from your death and until the assets you leave behind are eventually transferred to the intended beneficiaries. This requires the grant of probate to be applied for and received by the Supreme Court.

Additionally, once there are beneficiaries who are minors, the Trustee has to maintain responsibility over your assets until these beneficiaries reach at least age 18 - or whichever later age of inheritance you specify in your Will. Until that time that the assets can be legally transferred to your beneficiaries, the Trustee remains responsible for the maintenance and upkeep of those assets.

Therefore, you should choose someone who is TRUSTworthy and will act responsibly in this Trustee role.

09/03/2026

Before you take the step to have your will prepared, let us help you understand some of the terminology used, starting with 'executor'.

The person you select as your Executor should be someone you trust and who is willing to take on the responsibility. The role involves but is not limited to:
- identifying and locating all the assets owned by the deceased at the date of death,
- meeting and communicating frequently with the attorneys in preparing the application for the Grant of Probate,
- protecting and managing the deceased's assets until the Grant is received and the beneficiaries have reached the age of inheritance stipulated in the Will,
- eliminating & reducing costs to the estate,
- distributing the net assets to the rightful beneficiaries in accordance with the Will.

The latter usually includes physically attending lawyers' offices and any official registry where the deceased held assets eg. financial institutions and/or the Licensing Office to sign original transfer documents.

18/02/2026

In Trinidad, Ash Wednesday marks a transition from the revelry of Carnival to a season of renewal, reflection, and tradition. It is observed through church services, the marking of ashes as a symbol of humility and the beginning of Lent—a 40-day period of prayer, fasting and quiet reflection.

For many, the day is also marked by simple traditions, including fasting, attending church services and meals of fish and bread 🐟🍞, as we journey toward Easter. 🙏🏾📿

How are you observing Ash Wednesday today? 🤍✨

14/02/2026

Love is in the air! 💘

Today, we celebrate Carnival Saturday and the mounting excitement as the Carnival weekend begins, we also celebrate connection, appreciation and love 💖✨
Happy Valentine’s Day! 🌹💌

’sDay

31/01/2026

January was good to us 🙌

We kicked off 2026 with a very productive first month, so we made time to unwind, laugh and enjoy some well-earned Friday lunch vibes with this amazing team. 🍽️✨

Grateful for the hard work, the teamwork and the good energy — and looking ahead to an even more successful year together. Cheers to balance, growth and having fun along the way!

16/01/2026

🧠 Do You Know Your Estate Planning Risk Level?

Estate planning isn’t just legal paperwork — it’s about protecting your legacy, your loved ones and your peace of mind. Without a clear plan, you could be exposing your estate to legal disputes, family conflict or unintended outcomes. Understanding your risk can make all the difference.

📊 We’ve created a quick and easy to navigate estate planning scorecard to help you discover where you stand — from low risk to high risk — based on your current planning status.

👇 Answer the questions on the scorecard and tell us in the comments: What’s your risk level — low, moderate or high? Let’s talk about what your score means and how to protect what matters most.

10/01/2026

📣 Wills vs. Trusts — What’s the difference and which one should you choose? 🤔

💬 When it comes to planning your future and protecting your loved ones, a will and a trust are both popular tools that do different jobs. The right choice depends on your individual situation and goals for your assets. We've debunked below some myths surrounding Trusts in Trinidad and Tobago.

Let’s talk about what works for you! 👇

01/01/2026

Wishing you all the best for 2026 and looking forward to deepening our relationship with you this year.

Happy New Year from the team at ExeQtrust!

Address

27 Agra Street, St. James
Port Of Spain

Website

http://www.exeqtrust.com/

Alerts

Be the first to know and let us send you an email when ExeQtrust Limited posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to ExeQtrust Limited:

Shortcuts

Want your business to be the top-listed Business in Port of Spain?