There are 6 Main Steps for Executing on a Deceased Estate

The 6 Main Steps

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
  2. Administer Estate Assets and Liabilities
  3. Prepare and submit a Liquidation and Distribution Account
  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)
    • Submit L&D and Magistrates certificate (that no objections were received) to Master, who will issue an authority to distribute the Estate, with potentially some conditions attached.
  5. Distribute the Estate Assets
  6. Discharge by Master

 

Should You Register An Estate?

Determine if you need to lodge an Estate with the Master of the High Court. If uncertain, please contact us.

How does this service work?

We work with you to have you appointed Executor, and support you through the Executor duties with specialist advice. Please see our FAQs and Services and Options for more details.

Register with us

Please contact us for more details, or call on 076 873-8539 or register with us by completing the online form and we will revert with options and registration details.