About Me & Experience

10 years experience

I have worked in the financial services industry for 20 years and developed a keen interest in winding up of deceased estates.

I am a deceased estate administrator and have over 10 years experience winding up on deceased estates and executing estate planning.

I empathise with the love one’s at a difficult time and am respectful of their needs.

I am passionate about assisting in winding up of deceased estates fairly and with integrity in accordance with the law, with the best interest of the beneficiaries and aligned with the wishes of the deceased.

Services

Navigating the complexities of a deceased estate can be overwhelming. Let us handle the legal and administrative processes, ensuring a smooth and efficient resolution.

Steps for Executor of deceased estate

There are 6 main steps for executing on a deceased estate

Once registered, you can click on the relevant links for the forms, templates, and examples, as well as detailed guidance; you can also contact us for any specific questions – we are available on the phone or via e-mail. On the Executive package, all these steps are executed for you, excepting step 5 (which you as Executor must personally manage) and any SARS engagements.

1. Apply for, and be appointed as Executor of the Estate

Determine if there is a will, and review this for directions in respect of Executorship and beneficiaries. Assess divorce agreements, and other legal obligations which affect the Estate.
Gather all documentation relating to the deceased estate. Certain originals are required, for others certified copies are sufficient.
Compile a preliminary list of assets and liabilities
Potential Executor to determine and complete the forms required by Masters Office -depends on deceased’s circumstances and will.
Submit the forms to the Masters Office.
Receive original letters of Executorship (example) from Masters Office once the Master has processed the application.

2. Administer Estate Assets and Liabilities

Advertise in the Gazette / newspapers for Creditors (30 days for lodging of claims)
Open an Estate Bank Account
Take control of assets of the Estate, and administer the Estate.
Register the Deceased Estate with SARS, and determine tax position
Provide for minor children or others during this time

3. Prepare and submit a Liquidation and Distribution Account

Assess the financial position of the Estate and compile a final L&D Account
Submit the L&D to the Masters Office for approval
Mater issues “Permission to Advertise” letter noting any pre-conditions before advertising, and all future conditions further down process

4. Advertise the L&D Account and submit a final L&D

Once the Master has approved the L&D, advertise the L&D for inspection (21 days) by placing the adverts in the Gazette and local newspaper and submitting the L&D under a cover letter to the local Magistrate
After 21 days collect the certificate from the Magistrate evidencing that no objections were received in relation to the L&D
Pay the Masters fees – note the referencing required as per the Masters website
Submit L&D and Magistrates certificate (that no objections were received) to Master under a cover letter
The Master will issue an “Authority to Distribute” the Estate, with potentially some conditions attached.

5. Distribute the Estate Assets

Conclude the final tax returns and obtain release from Receiver through application for a “Compliance” Letter which states no taxes are owing.
Pay creditors, distribute assets, transfer fixed property
Executor takes his fees (may not do so before this point)

6. Discharge by Master

Provide Master with documentary proof of distributions per L&D
Master issues discharge document for Executor
Final Administration

Do it yourself tutorials

Tutorials that will assist you in winding up a deceased estate at a once off cost

Simple steps to follow

Step by step guides to take you through administration of the deceased estate

Cost effective for smaller and/or straight forward estates.

Include a once off in take consultation with me for further guidance.

There is support should you require further assistance, but the administration of the estate is done by you.

We provide you with a tutorial which has a fully detailed process, designed for first time Executors, with all the guidance and documents you will require to execute on the Estate.

At the consultation we will review the Will and provide guidance.

Then as Executor, you will complete and submit all documentation, and perform all administration related to the Estate, and during this process we have support available to answer any questions.

Our tutorial will lead you through the entire process.

It should be noted that this service requires the Executor to perform all administration, including advertising, SARS Estate Duty tax completion, and attendance at the Master of the High Court for documentation submissions.

Enquire about DIY Tutorials and save

Budget-friendly solution for simple estates.
Personalised guidance to get you started.
Expert support whenever you need it.

testimonials

What our clients said about us

Don’t let the burden of a deceased estate weigh you down. Contact us today for expert guidance and support.

Send us an enquiry

Mon-Fri 9am-5pm

+27 84 477 2646

Online support

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10 Years Experience