Fiduciary Administrator

Deceased
Estates Team

Assist the
Manager / Senior Estates Administrator with:

• Compiling
  a comprehensive list of all deceased estate assets, including bank accounts,
  investments, real estate, personal belongings and insurance policies.
  
• Reporting
  deceased estates to the Master of the High Court.
  
• Determining
  the fair market value of all assets in the estate for proper distribution.
  
• Informing
  known creditors of the deceased’s passing and managing the process of settling
  outstanding debts.
  
• Placing
  advertisements for creditors and accounts in newspapers and the Government
  Gazette.
  
• Arranging
  for the filing of necessary tax returns on behalf of deceased estates,
  including income tax and estate taxes.
  
• Opening
  estate bank accounts to manage incoming funds and make necessary payments for
  estate-related expenses.
  
• Keeping
  beneficiaries, creditors and legal professionals informed regarding estate
  administration progress and providing regular updates.
  
• Drafting
  Liquidation and Distribution Accounts.
  
• Distributing
  assets to beneficiaries as outlined in the Will and ensuring proper legal
  documentation is completed.
  
• Maintaining
  accurate records and applying strong attention to detail to avoid errors in
  deceased estate administration.
  
• Drafting
  Wills.
  

Advisory
Services Team

Assist the
Manager with:

• Maintain,
  organize, legal files, contracts, and records to ensure accuracy,
  confidentiality, and accessibility.
  
• Support
  the team in monitoring deadlines, filing requirements, and regulatory
  submissions to uphold compliance standards.
  
• Act
  as a point of contact for internal departments and external stakeholders,
  ensuring timely and professional correspondence.
  
• Uphold
  strict confidentiality protocols and demonstrate integrity in handling
  sensitive legal information.
  
• Prepare
  initial drafts of contracts, agreements, correspondence, and internal policies
  under the guidance of the manager. 
  
• Ensure
  consistency, accuracy, and compliance in all drafted materials.
  
• Draft
  and manage professional correspondence with internal departments and external
  stakeholders.