The Deceased Estates Professional Self-Study Vault

The Deceased Estates Self-Study Vault is designed to equip finance, legal and estate administration professionals with the practical knowledge and skills needed to confidently navigate the administration of deceased estates in South Africa. This Vault brings together 12 focused self-study courses, covering everything from drafting valid and practical Wills and reporting deceased estates to the Master of the High Court, to preparing Liquidation and Distribution (L&D) Accounts, managing estate assets, understanding estate duty and successfully finalising the estate administration process.

It is ideal for estate administrators, accountants, bookkeepers, fiduciary practitioners, legal secretaries, paralegals, financial planners, trust officers and professionals who assist executors or work with deceased estates.

This Vault is for learners who want to understand the complete deceased estate administration process, master the practical requirements, avoid common pitfalls and develop the confidence to handle both straightforward and more complex estates. Learners will explore the responsibilities of an executor, the steps involved in obtaining Letters of Executorship, estate duty, insolvent estates, intestate succession, redistribution agreements and the complexities of administering different types of assets.

With practical guidance on drafting L&D Accounts, a live demonstration of the process and insight into common estate administration challenges, this Vault bridges the gap between theoretical knowledge and real-world application.

Whether you're entering the field of deceased estate administration or looking to strengthen your existing expertise, this Vault will help you develop the practical skills, knowledge and confidence to support the efficient, accurate and compliant administration of deceased estates.

THE DECEASED ESTATES JOURNEY IN SEQUENCE:

THE ADMINISTRATION MASTERCLASS

1. Drafting a Valid and Practical Executable Last Will and Testament
2. First Steps After Death – Report Estate and Obtain LOE
3. Administration Process After Letters of Executorship is Issued
4. Drafting the Liquidation and Distribution Account
5. Finalising the Estate

DECEASED ESTATES ADVANCED

1. Estate Duty
2. Insolvent Estates
3. Redistribution Agreements
4. Intestate Succession
5. Dealing with Complex Assets
6. Dealing with Common Pitfalls
7. Step-By-Step Demonstration of Drafting of the L&D Account