Deceased Estates Administration SIMPLIFIED AND STREAMLINED - FISA

Our deepest condolences to the family

Deceased Estates Administration

We are committed to our clients and are here to assist you in any way we can during this difficult time.

DECEASED ESTATE PROCESS

You must provide the following information:

Original Will or next of kin affidavit (J192 form if there is no Will)

Affidavit to take care of the children (only if the Deceased left children who are minors)

Inventory list (J243 form)

List of creditors (only if the estate is less than R 250 000)

Declaration that the estate has not been reported to another Master's office

Declaration of marriage

Nominations form

J155 - Acceptance of Master's instructions (less than R 250 000 estate)

J190 - Acceptance of trust as Executor (more than R 250 000 estate)

Deceased Estates

Walking with you through life's tides

We at Millenium would like to extend our deepest condolences to you for the loss of your loved one. We understand the delicacy of your circumstances and want to assure you that we are dedicated to making the process of settling your loved one's financial affairs as seamless as possible for you and your family.

We are committed to our clients and are here to assist you in any way we can during this difficult time.

Our estate practitioners will attend to the following immediately after the first meeting of family and/or heirs

Communicating with all parties concerned

Calling for Certificates of Balance on all monies held by financial institutions

Arranging for immovable and movable assets to be valued, if required

Submitting assurance claims

Requesting tax returns for completion

Collection outstanding employee benefits from the employer

Assissting the surviving spouse and/or next-of-kin with immediate financial problems.

Regulated mostly through the provisions of the Administration of Estates Act 66 of 1965, but also other Acts that apply, such as the following:

Intestate Succession Act 81 of 1987

Wills Act 7 of 1953

Estates Act 66 of 1965

Estate Duty Act 45 of 1955

Maintenance of Surviving Spouse Act 27 of 1990

Recognition of Customary Marriages Act 120 of 1998

Give us a call

021 761 8809

065 931 9503

083 466 4667

Email: deceasedqueries@africonlegal.co.za and/or deceasedestates@africonlegal.co.za

The Department of Justice and Constitutional Development (DOJ&CD) introduced the Deceased Estate online system to improve service delivery.

Member: FISA (the Fiduciary Institute of Southern Africa)