We offer customised services, depending on what you have already done as Executor, or are comfortable to do yourself.
Please discuss with us what services you specifically require and we will gladly provide a tailored package.
The below sets out the differing options.
Standard Option: R 12,500-00 (Do it yourself, with periodic reviews by our specialists. Suitable for simple estates with a will, with some financial or legal complexity and where the Executor is prepared to manage all administration including attending at the Masters Offices): We provide you with access to our website which has a fully detailed process, designed for first time Executors, with all the guidance, templates and FAQ’s you will require to execute on the Estate. At the start, we will review the Will and provide guidance on the best approach to minimise cost and time. Then as Executor, you will complete and submit all documentation, and perform all administration related to the Estate, and during this process we have specialists available to answer any questions and review the documentation you have completed to ensure you are not rejected at the Masters Office for technical reasons. Our service will lead you through the entire process while monitoring your progress to provide you the best possible experience. 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.
Executive Option: R 18,500-00 for estates up to R3,9m gross assets, and 0,7% of gross assets for estates from R4m to R10m gross assets. (DEA perform all Executor administration, including structuring, assessment, documentation, and Master engagements. Recommended for Intestate [no Will] estates, or for complex high value estates, with legal or financial complexity): As with the Standard option, you receive access to our detailed process portal, plus access to the specialists. With this offering we also complete all required documentation and perform all administrative tasks for you, including the actioning and costs of the two sets of advertising for creditors. We also lodge and retrieve all documentation with the Master, and engage with the Master on your behalf to resolve queries and issues to ensure speedy conclusion of the Estate, which will save you days of frustration at the Masters office. (Note that where an Estate is a technically complex Estate, we may quote an additional specialist fee). There is also the option to utilise the discounted conveyancing option as described below. The Executive option does not cover the following which are the responsibility of the Executor:
- Lodgment of the L&D with a local magistrate, and obtaining of the Magistrates certificate (we can quote dependent on the location of the Magistrates office).
- Obtaining duplicate copies of ante-nuptial contracts, title deeds or similar from the Deeds office or Divorce certificates, ID’s or similar from Home Affairs
- Historic SARS documentation not related to the Estate
- High Court applications, such as Will validation, beneficiary disagreements or similar
- Where a 3rd party Conveyancer is utilised, the cost of obtaining endorsements from the Master
Custom Option. If you are advanced with the Estate, and merely require specific assistance, we can provide once-off consultations and support, such as drafting of L&D accounts.
Note that all 3rd party costs associated with finalising an Estate (Advertising costs, Masters Fees, taxes etc), remain the responsibility of the Executor. These packages are limited to Estates with a gross asset value under R10 million – for Estates in excess of this value, please refer to www.DeceasedExecutorServices.co.za
We have representatives in Gauteng, Natal and Western Cape; please register with us through our website ( contact form) or e-mail / call for more information.