Estates Administration
It is never easy to lose a loved one and we understand that the administration and winding up of the deceased estate can be an extremely frustrating and a complex legal process, which nobody should have to deal with while grieving the loss of a loved one.
Ease into peace of mind with our administration of deceased estates services – we simplify the process for absolute satisfaction, clarify and peace of mind.
Our approach to administration of deceased estates revolves around ensuring a seamless process that respects the wishes of the deceased, the needs of the beneficiaries and the legal requirements. We understand the complexities and legalities of this emotional journey and we are here to provide guidance and support every step of the process.
Trust that our team of specialists is here to provide professional and empathetic assistance to executors and beneficiaries throughout the process, ensuring a smooth transition of wealth from one generation to the next.
Navigating complexities with ease
At Smart Easy Estates, we specialise in deceased estates administration, providing a seamless, impartial and professional execution of your last wishes. We will handle all matters related to the administration of deceased estate process, including but not limited to:
- Compile documentation and information required to report the estate to the relevant Master of the High Court
- Obtain the Letters of Executorship
- Interpret the Will and identify all the mentioned beneficiaries, trustees and guardians
- Communicate regularly with beneficiaries, next-of-kin, and all other parties with a clear interest in the progress of the administration process
- Place all the required notices in the Government Gazette and in the appropriate Newspapers
- Open a bank account in the name of the estate late
- Obtain valuations and information on all assets and liabilities of the deceased
- Prepare and lodge the Liquidation and Distribution Account
- Engage in negotiations with creditors and settle outstanding debts
- Calculate capital gains tax, if necessary
- Finalize all tax affairs of the deceased and his/her estate with the South African Revenue Service (SARS)
- Pay the administration costs
- Formation and registration of testamentary trusts, if applicable
- Pay and transfer the legacies and inheritances to the beneficiaries