Deceased Estate Administration:

• • Appointment of the Executor – We prepare reporting documents to be submitted to the Master of the High Court for the issue of the Letter of Executorship;
• • Creditors Advertisement – We ensure that an advertisement is placed in both the local Newspaper and Government Gazette;
• • Claims in favor of the Estate – We collect all life policies, insurance policies and balances in the bank account with any financial institution;
• • Liquidation & Distribution – We draft and prepare the L & D Account for approval by the Master of the High Court;
• • Debt Settlement & Asset Realization – We ensure that all creditors in the estate are paid, attend to the sale of assets where necessary;
• • Estate Duty – We ensure that there is compliance with SARS, by obtaining an assessment for the payment of estate duty and thereafter obtain an estate tax clearance certificate;
  • Beneficiary Payouts – Ensuring fair and lawful distribution per the will or intestate succession laws; 

• • Will Drafting – We draft practical Wills that are legally sound, with testamentary trusts, guardianship clauses, and tax-efficient bequests.