This session provides valuable information to ensure that the correct procedure is followed once a deceased has passed away and the estate is correctly and timeously administered. Clients with Wills and clients without Wills will approach you at the time of death to assist with the administration process.

The administration process for both testate estates (those passing away with a valid Last Will and Testaments) and intestate estates (those who passed away without a valid Last Will and Testament) is very similar. After the death of the Testator / Testatrix, his / her assets then becomes the deceased estate, which assets must be administered and distributed in terms of the Administration of Estates Act no 66 of 1965.

To avoid any unnecessary delays in obtain the Letters of Executorship or Letters of Authority in a section 18(3) estate where the value of the assets are less than R250 000 – it is of the utmost importance to ensure that the correct information and documentation is forwarded to the Master of the High Court with the application for Executorship / Master’s Representative.

Topics Discussed:

• Correct completing of reporting documentation
• Required documentation:
• Marriage certificate
• ID of deceased
• Death certificate
• ID of Executor
• Letter to Master
• Templates provided:
• Death Notice
• Master’s Directions (estate smaller than R250 000)
• Acceptance of Executor (estate larger than R250 000)
• Inventory
• Next of Kin affidavit (intestate estates only)
• Nomination (intestate estates only or alternative Executor)
• Letter to Master of the High Court

All Included:

• Downloadable course material
• Certificate of training
• 3 CPD points