Helping Families Manage the Legal Process After Loss
The Burden of a Complex Process
Winding up an estate is not a simple administrative task; it’s a complex legal process fraught with potential pitfalls. Errors can lead to significant delays, financial penalties from SARS, disputes among heirs, and even personal liability for the appointed executor. Our service is designed to lift this heavy burden from your shoulders.
When someone passes away, their estate must be formally wound up according to South African law. This includes notifying the Master of the High Court, identifying heirs, paying debts, and distributing assets. With over 30 years of estate experience, we handle each step with precision and compassion.
We Assist With:
Our Deceased Estate Administration Services:
- Death Registration – Obtain death certificate and ID documents.
- Reporting the Estate: We prepare and submit the death notice and all required initial documents to the Master of the High Court within 14 days of the death.
- Appointment of the Executor: The Master reviews the will and formally appoints the executor by issuing Letters of Executorship or Letters of Authority.
- Taking Control: The executor opens an estate bank account and takes control of all assets.
- Notifying Creditors: We place advertisements notifying creditors to lodge their claims against the estate.
- Drafting Accounts: We draft the detailed Liquidation and Distribution (L&D) Account, which reflects all assets, liabilities, and the proposed distribution to heirs.
- Master’s Office & SARS Approval: The L&D Account is submitted to the Master for approval, and we obtain a tax compliance letter from SARS.
- Public Inspection: The approved account lies open for public inspection for 21 days.
- Distributing to Heirs: After the inspection period, the executor pays creditors and distributes the inheritance to the beneficiaries.
- Finalisation: The executor provides proof of distribution to the Master, who officially closes the estate file.

- Empathetic Approach: We understand you are going through a difficult time and handle every matter with the sensitivity your family deserves.
- Efficient & Meticulous: Our experience ensures the process is managed accurately and as quickly as possible, preventing unnecessary delays with the Master’s Office and SARS.
- Reduces Family Burden: We lift the complex administrative weight off your shoulders, allowing you to focus on grieving and supporting your family.
- Expert Legal Knowledge: We are equipped to handle any legal complexities that arise, such as property transfers, business interests, or potential disputes within the estate.
- Experienced Executors: Decades of experience with the Master’s Office.
- Transparent Process: Regular communication with beneficiaries.
- Accredited Mediators: Qualified under the Gauteng directive for estate dispute mediation.
- Full-Service Support: From wills to final distribution.
- Original or certified Death Certificate
- Original Will (if applicable)
- Completed Inventory Form (J243)
- Nomination of Executor Form (J190)
- Declaration of Marriage or status affidavit
- Copy of ID of deceased and executor

- Delaying Reporting the Estate: The estate must be reported to the Master’s Office within 14 days of death. Delays can cause complications.
- Executor Acting Without Authority: An executor can only legally act on behalf of the estate after they have been formally appointed and received their Letters of Executorship.
- Incorrectly Valuing Assets: Assets must be correctly valued for the L&D account. Incorrect valuations can lead to issues with SARS and the Master.
- Not Properly Advertising for Creditors: Failing to follow the legal advertising process can expose the executor to personal liability for any undiscovered debts.
- Ignoring Mediation Options – The High Court directive encourages mediation before inheritance litigation.
Learn About Mandatory Mediation →


- Will validity challenges
- Executor misconduct or removal
- Beneficiary entitlement disputes
- Estate debt or valuation disagreements
- Learn About Mediation Services →
- Estate Duty calculations
- Income tax finalisation for the deceased
- Transfer and sale of estate property
- Final statements and compliance reporting
- Explore Estate Duty & Tax Planning →

Clear Answers • Compassionate Guidance
