Deceased Estates Manager

Qualifications

• Admitted as an Attorney (advantageous) with at least three years experience in Estates
• Basic Bookkeeping Diploma (advantageous)
• Code 08 Driver's License
• Own transport

Key Duties and Responsibilities

• Drafting of wills and maintaining a database
• Consultation with various clients about their estate planning needs
• Interviewing family members of a deceased client
• Completion of required forms on death of a client, to lodge with Master of the High Court
• Travelling to Masters Court
• Writing letters about assets and liabilities
• Obtaining valuations of assets
• Attending to the sale or transfer of shares and fixed property
• Taking care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department
• Payment of all claims filed
• Li...

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