Deceased Estates: Reporting deceased estate

📚 Course Title: Deceased Estates: Reporting to the Master's Office

Course Description

Understanding the Administration Process
This session is crafted to guide you through the critical steps involved in reporting and administering a deceased estate in South Africa. Whether your clients come with Wills or not, this course will equip you with the knowledge needed to navigate the administration process effectively for both testate and intestate estates.

Administration of Estates Post-Death
Upon the passing of an individual, their assets constitute a deceased estate, which must be handled in accordance with the Administration of Estates Act no 66 of 1965. This course highlights the importance of accurate documentation and timely submission to avoid delays in obtaining Letters of Executorship or Letters of Authority, especially in section 18(3) estates valued under R250,000.

Essential Documentation and Procedures

• Correct Reporting Documentation: Learn the ins and outs of completing reports accurately.
• Required Documentation: Understand what documents are necessary, including marriage certificates, IDs, death certificates, and more.
• Templates Provided: Benefit from our comprehensive templates for Death Notices, Master’s Directions, Acceptance of Executor, Inventory, Next of Kin affidavit (intestate estates only), Nomination (intestate estates or alternative Executor), and Letters to the Master of the High Court.

Course Features:

• Interactive Video: Engage with a video presentation that brings the content to life.
• Downloadable Materials: Access and download course materials for future reference.
• Certificate of Training: Receive a certificate upon completion to acknowledge your learning.
• Optional Assessment: Test your knowledge with an optional assessment.
• Continuous Professional Development (CPD): Earn 3 CPD points by participating in this course.

About the Presenter: Lize Muller

Bio & Expertise
Lize Muller, our esteemed presenter, has a wealth of experience in the field of Deceased Estates Administration, with expertise dating back to 2001. Her qualifications include an AIPSA Diploma in Insolvency Law and a certificate in Administration of Deceased’s Estates from Continuing Legal Education, endorsed by The Law Society of South Africa.

Career Highlights

• Over 220 appointments as Executor for both Testate and Intestate Estates.
• Provided advisory services to other appointed Executors on estate administration requirements.
• Managed numerous complicated estates.
• Successfully handled High Court litigation related to heir and beneficiary disputes.
• Completed PIE Applications with success.
• Assisted with international estates, including the UK, Germany, Scotland, and Spain, by obtaining local appointments.
• Drafted over 2300 Wills and dealt with International Wills.
• Accepted various nominations as Executor from financial institutions like First National Bank.
• Received referrals from various Firms of Attorneys for estate administration services.

Lize's extensive experience and her commitment to sharing her knowledge make her the perfect guide for those looking to navigate the complexities of Deceased Estates Administration. With her guidance, you'll be well-equipped to handle reporting to the Master's Office with confidence and proficiency. 🎓⚖️

What You Will Learn:

• The step-by-step process of administering a deceased estate in South Africa.
• How to correctly complete and submit reporting documentation to the Master’s Office.
• The necessary documentation required for different scenarios, including for executors and next of kin.
• How to use our downloadable templates for various administrative tasks associated with deceased estates.
• The importance of understanding and adhering to legal requirements to avoid delays in estate administration.

Join us on this journey to master Deceased Estates Administration and ensure compliance, efficiency, and peace of mind for those you serve. 🚀🌟