Administration Roadmap

From first report to final distribution.

A structured process helps executors and beneficiaries understand what is happening, what is outstanding and what comes next.

1. Report the Estate

Gather required documents, confirm interested parties and begin reporting to the relevant Master’s Office.

2. Secure Appointment

Assist with executor appointment and establish the administration file, communication rhythm and document register.

3. Identify Assets and Liabilities

Record property, bank accounts, investments, policies, debts, creditors and supporting valuations.

4. Manage Compliance

Coordinate creditor notices, SARS requirements, tax considerations and the liquidation and distribution account.

5. Distribute and Close

Transfer assets, settle beneficiaries, complete final records and close the estate administration process.

Preparation

Documents that usually shape the first conversation.

Will or testamentIf available, this confirms nominated executors and distribution wishes.

Death certificateRequired for reporting and most institutional administration steps.

Asset summaryProperty, accounts, policies, investments and business interests help frame the estate.

Beneficiary detailsNames, contact details and relationships reduce delays later in the process.

Ready For The Next Step?