Deceased Estates
Consult with bereaved clients to explain processes and timeframes, obtain relevant information and documents, update and inform, and manage expectations.
The administration and unwinding of new and existing deceased estates.
To liaise and advise clients, heirs, and financial advisors on the administration of deceased estates.
Corresponding with banks and other entities to obtain information about estate assets and liabilities.
Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.
Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.
Trust Administration
The administration of inter vivos and testamentary trusts, drafting of new trust deeds, drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, and conducting trust audits on existing trusts.
To liaise and advise clients, trust-beneficiaries, and financial advisors on the administration of trusts and estate planning regarding trusts.
Drafting of Wills
The drafting of wills and will and estate consultations.
To liaise and advise clients and financial advisors on the drafting of wills and estate planning.
Minimum Requirements:
Recommendation:
Courses/diplomas in the administration of deceased estates.
Knowledge of legal practices and terminology.
Competencies Required:
How to Apply: Candidates interested can send their CV to jessica@ijmgroup.co.za
Job Type: Full-time
Experience: Deceased estates administration: 5 years (Required)
Job Types: Full-time, Permanent
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.