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Make sure you have the following documents available:


  • Original Death Certificate
  • Original Last Will and Testament (if applicable)
  • Original Identity document and passport
  • Original Marriage Certificate (or certificate of registration of customary marriage)(if applicable)
  • Original Antenuptial Contract (if applicable)

Former spouse(s) details, if divorced:

  • full names and contact details
  • copy of divorce order
  • copy of divorce agreement
  • Predeceased spouse(s) details (if applicable)
  • full names
  • copy of death certificate (if applicable)
  • Master’s office where estate was reported (if applicable)
  • Full names of the deceased’s parents (if applicable)
  • Details of the deceased’s children (including deceased children), including their marital status. (if applicable)

Fixed properties:

  • original title deeds or safe custody receipts
  • most recent home loan statements
  • current lease agreements
  • rates and/or levy statements
  • details of any credit life cover
  • capital gains tax valuations
  • proof of insurance

Motor Vehicles, Bank Statements etc.

  • registration certificates
  • recent statement in respect of any finance
  • proof of insurance
  • Recent credit card account statements (including the card itself)
  • Recent bank statements and ATM cards for all accounts
  • Original policy documents in respect of any life assurance, endowments and/or annuities
  • Original firearm licenses and details of all ammunition held (if applicable)
  • Details of all funeral expenses
  • All medical accounts
  • Recent retail store account statements
  • Recent loan account statements
  • Credit agreements and recent statements
  • Telkom account

 
What can we do for you?

  • We report the estate to the Master of the High Court
  • We obtain the Letter of Executorship or Letter of Authority
  • We gather and manage all the necessary reporting documentation required to wind up the estate
  • We open and manage the estate banking account
  • We place the required advertisements in the local newspaper and Government Gazette
  • We draw up the Liquidation and Distribution account and obtain the Masters’ approval
  • We calculate and arrange the payment of estate duty to SARS, if any
  • We finalise the deceased estate

CALL 011 748 4500
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