Deceased Estates Manager

Deceased Estates Manager

Minimum Criteria Required:

• Matric (Grade 12)
• LLB
• Admitted as an Attorney (advantageous) with at least three years experience in Estates
• Basic Bookkeeping Diploma (advantageous)
• Code 08 Driver's License
• Own transport

Key Duties and Responsibilities:

• Drafting of wills and maintaining a database
• Consultation with various clients about their estate planning needs
• Interviewing family members of a deceased client
• Opening new estate files
• Completion of required forms on death of a client, to lodge with Master of the High Court
• Travelling to Masters Court
• Writing letters about assets and liabilities
• Obtaining valuations of assets
• Attending to the sale or transfer of shares and fixed property
• Taking care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department
• Payment of all claims filed
• Liaising with family members about the progress of the estate
• Opening a banking account in the name of the estate
• All filing
• Maintaining a diary and timesheet
• Drawing up liquidation and distribution accounts
• Attending to all matters relating to curatorship estates
• Drawing up curatorship accounts
• Attending to Will Trusts
• Maintaining a record of work in progress and submitting weekly to directors
• Maintaining a monthly cashbook of all estates
• Completion of all forms (Sasfin, Investec, conveyancing, insurance policy forms, etc.)
• Drafting trust documents to open a trust, and attending to the registration of a trust
• Assisting clients with changes that need to be made on a trust
• Constantly following up with the Master, banks, and various financial institutions and reporting to the Ombudsman if they do not respond
• Advertising the estates at the correct times
• Compliance with the firm's System of Quality Management (SOQM), policies, and procedures
• Compliance with the firm's Employee Code of Conduct, which consists of the firm's HR policies, SAICA, IRBA, and IESBA Codes of Conduct