What you'll learn
Correct completing of reporting documentation
Letter to Master
Required documentation
Templates provided
Requirements
No prior experience needed
Description
This session provides valuable information to ensure that the correct procedure is followed once a deceased has passed away and the estate is correctly and timeously administered.Clients with Wills and clients without Wills will approach you at the time of death to assist with the administration process.The administration process for both testate estates (those passing away with a valid Last Will and Testaments) and intestate estates (those who passed away without a valid Last Will and Testament) is very similar.After the death of the Testator / Testatrix, his / her assets then becomes the deceased estate, which assets must be administered and distributed in terms of the Administration of Estates Act no 66 of 1965.To avoid any unnecessary delays in obtain the Letters of Executorship or Letters of Authority in a section 18(3) estate where the value of the assets are less than R250 000 – it is of the utmost importance to ensure that the correct information and documentation is forwarded to the Master of the High Court with the application for Executorship / Master's Representative.Topics Discussed:Correct completing of reporting documentation.Required documentation:Marriage certificateID of deceasedDeath certificateID of ExecutorLetter to MasterTemplates provided:Death NoticeMaster's Directions (estate smaller than R250 000)Acceptance of Executor (estate larger than R250 000)InventoryNext of Kin affidavit (intestate estates only)Nomination (intestate estates only or alternative Executor)Letter to Master of the High CourtAll Included:Video presented courseDownloadable course materialCertificate of trainingOptional assessment3 CPD points---------------------------------------------------------------------About the presenter:Lize MullerLize is seasoned in the Administration of Deceased's Estates as she has been administering deceased estates since 2001. Lize has an AIPSA Diploma in Insolvency Law and obtained a certificate in Administration of Deceased's Estates, Continuing Legal Education and the Law Society of South Africa.Lize has now decided to share her vast knowledge on the subject to learners wanting to embark on this journey.Some achievements throughout her career:over 220 appointments as Executor in both Testate and Intestate Estatesact in advisory capacity to other appointed Executors as to estate administrative requirementshave held appointments in various complicated Estatesvarious Estates which included successful High Court Litigation in relation to heir and beneficiary disputesvarious Estates which included successful PIE Applicationsassisted with International Estates, including UK, Germany, Scotland and Spain by obtaining local appointmentsdrafted over 2300 Willsdrafting of International Willsaccepted various nominations by First National Bank and other third parties as Executorreferral Estates from various Firms of Attorneysassisting / acting as Administrator for various Firms of
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Deceased Estates Process Course: Reporting of deceased estate to Master office
Lecture 2 Course Material
Lecture 3 Part 1.1
Lecture 4 Part 1.2
Lecture 5 Part 2
Lecture 6 Part 3.1
Lecture 7 Part 3.2
Estate Administrators,Business professionals
Homepage

https://www.udemy.com/course/deceased-estates-process-course-reporting-deceased-estate/