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Interview with relatives to
obtain essential information and
sign reporting documents. |
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Open file and sub-folders. |
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Report the estate to the Master:
(Death Notice, Inventory,
Original will, Acceptance of
Trust as Executor. |
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Letter to creditors and debtors
regarding claims for and against
estate. |
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Obtain Valuations of movable and
immovable assets. |
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Completion and submission of
Income Tax return. |
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► |
Receipt of letters of
Executorship. |
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► |
Notice to creditors: Advertised
in the Government Gazette and
Local Newspaper. |
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► |
Open estate cheque account. |
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► |
All assets set out on file. |
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All liabilities set out on file. |
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► |
Collection of cash & payments of
debts. |
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Prepare liquidation and
distribution account and send
through to the Master of the
High court. As well as the
estate duty return. |
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► |
Notice to the public that the
liquidation and distribution
account lies open for
inspection: Advertised in the
Government Gazette and Local
Newspaper. |
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► |
Receive the Magistrate’s
certificate. |
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Payment to beneficiaries. |
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► |
Pay Master’s fees. |
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► |
Pay estate duty. |
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► |
Fulfil final requirements form
the Mater. |
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► |
Receipt of filing notice from
the Master. |
|
► |
Statement of Account to client
for our payment. |
