{"product_id":"deceased-estates-administration-masterclass-from-will-drafting-to-final-distribution-5-x-session-self-study-package","title":"Deceased Estates Administration Masterclass: From Will Drafting to Final Distribution - 5 x Session Self-Study Package","description":"\u003cp\u003e\u003cu\u003eSeries Overview\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eThe administration of a deceased estate can feel overwhelming \u003ci\u003eas\u003c\/i\u003e it combines \u003ci\u003ecomplying with \u003c\/i\u003elegal formalities, Master’s Office requirements, document management, beneficiary communication, asset gathering, creditor management, SARS compliance, and final distribution.\u003c\/p\u003e\n\u003cp\u003eThis practical five-part webinar series is designed to guide learners through the full deceased estate administration process in a structured, applied and confidence-building way.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eBy the end of the series, learners should be able to:\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eidentify whether an estate is testate or intestate;\u003c\/p\u003e\n\u003cp\u003eassess whether a will complies with \u003ci\u003eall \u003c\/i\u003elegal formalities;\u003c\/p\u003e\n\u003cp\u003eprepare the \u003ci\u003erequired\u003c\/i\u003e core reporting documents for the Master of the High Court;\u003c\/p\u003e\n\u003cp\u003edistinguish between Letters of Executorship and Letters of Authority;\u003c\/p\u003e\n\u003cp\u003emanage the post-appointment administration process;\u003c\/p\u003e\n\u003cp\u003ecompile the key information \u003ci\u003eand documentation required\u003c\/i\u003e needed for the Liquidation and Distribution Account;\u003c\/p\u003e\n\u003cp\u003eunderstand the SARS compliance process and the basic Estate Duty calculation;\u003c\/p\u003e\n\u003cp\u003eavoid common administrative delays and document errors.\u003c\/p\u003e\n\u003cp\u003e1. Estate Planning: Drafting a Valid and Practical Executable Will Self-Study Course\u003c\/p\u003e\n\u003cp\u003eThis session sets the foundation for effective estate administration by showing how a properly drafted will can prevent uncertainty, disputes, delays and unnecessary costs after death.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eBy the end of this session, learners should be able to:\u003c\/p\u003e\n\u003cp\u003eexplain why a valid will is central to estate planning and administration;\u003c\/p\u003e\n\u003cp\u003eidentify the statutory formalities for a valid will;\u003c\/p\u003e\n\u003cp\u003eunderstand who may make, sign and witness a will;\u003c\/p\u003e\n\u003cp\u003erecognise common drafting mistakes that create problems for executors \u003ci\u003eand the administration process\u003c\/i\u003e;\u003c\/p\u003e\n\u003cp\u003eadvise clients on regular will reviews and asset record-keeping;\u003c\/p\u003e\n\u003cp\u003eunderstand the impact of marriage, divorce, annulment and life changes on estate planning\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eKey topics\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003ePurpose and importance of a will\u003c\/p\u003e\n\u003cp\u003eTestate versus intestate succession\u003c\/p\u003e\n\u003cp\u003eCompetency to make a will\u003c\/p\u003e\n\u003cp\u003eRequirements for signing and witnessing a will\u003c\/p\u003e\n\u003cp\u003eStatutory formalities under section 2 of the Wills Act 7 of 1953\u003c\/p\u003e\n\u003cp\u003eWhat happens when a will does not comply with formalities\u003c\/p\u003e\n\u003cp\u003eCourt\u003ci\u003e’s powers\u003c\/i\u003e condonation under section 2(3) of the Wills Act\u003c\/p\u003e\n\u003cp\u003eEffect of divorce or annulment on a will\u003c\/p\u003e\n\u003cp\u003eExecutor nomination and practical drafting considerations\u003c\/p\u003e\n\u003cp\u003eBequests, heirs, legatees and residue clauses\u003c\/p\u003e\n\u003cp\u003eCremation, burial wishes and organ donation instructions\u003c\/p\u003e\n\u003cp\u003eWhy clients should review wills and asset lists annually\u003c\/p\u003e\n\u003cp\u003e2. First Step After Death: Reporting the deceased estate to the Master of the High Court Self-Study Course (BONUS SESSION INCLUDED - How to Navigate the Masters Online Portal)\u003c\/p\u003e\n\u003cp\u003eThis session walks learners through the first practical steps after death, with a focus on correct reporting, complete documentation, and avoiding delays \u003ci\u003ein obtaining\u003c\/i\u003e the issuing of Letters of Executorship or Letters of Authority.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eBy the end of this session, learners should be able to:\u003c\/p\u003e\n\u003cp\u003eidentify which estates must be reported to the Master;\u003c\/p\u003e\n\u003cp\u003edistinguish between estates requiring Letters of Executorship and section 18(3) estates requiring Letters of Authority;\u003c\/p\u003e\n\u003cp\u003eprepare the \u003ci\u003erequired\u003c\/i\u003e reporting documents;\u003c\/p\u003e\n\u003cp\u003eidentify the supporting documents required from the family, nominated executor or representative;\u003c\/p\u003e\n\u003cp\u003eunderstand the difference between testate and intestate reporting requirements;\u003c\/p\u003e\n\u003cp\u003ereduce delays caused by incomplete or incorrect \u003ci\u003edocumentation\u003c\/i\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eKey topics\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eWhat happens immediately after death\u003c\/p\u003e\n\u003cp\u003eWhen and where to report a deceased estate\u003c\/p\u003e\n\u003cp\u003eRole of the Master of the High Court\u003c\/p\u003e\n\u003cp\u003eTestate estates versus intestate estates\u003c\/p\u003e\n\u003cp\u003eEstates above and below the section 18(3) threshold\u003c\/p\u003e\n\u003cp\u003eLetters of Executorship versus Letters of Authority\u003c\/p\u003e\n\u003cp\u003eRequired information and supporting documents\u003c\/p\u003e\n\u003cp\u003eCompleting the Death Notice\u003c\/p\u003e\n\u003cp\u003eCompleting the Inventory\u003c\/p\u003e\n\u003cp\u003eAcceptance of Trust as Executor\u003c\/p\u003e\n\u003cp\u003eMaster’s Directions for \u003ci\u003esection 18(3)\u003c\/i\u003e smaller estates\u003c\/p\u003e\n\u003cp\u003eNext of Kin affidavit\u003c\/p\u003e\n\u003cp\u003eNomination documents in intestate estates or where an alternative executor is needed\u003c\/p\u003e\n\u003cp\u003e\u003ci\u003eSubmitting reporting documentation to the Master of the High Court\u003c\/i\u003e\u003c\/p\u003e\n\u003cp\u003eCommon reasons the Master rejects or delays applications\u003c\/p\u003e\n\u003cp\u003e3. Deceased Estates Administration Process Self-Study Course\u003c\/p\u003e\n\u003cp\u003eThis session moves learners from appointment to \u003ci\u003efulfilling the fiduciary duties of an Executor\u003c\/i\u003e. It focuses on gathering assets, identifying liabilities, communicating with institutions, managing creditors and preparing the \u003ci\u003erequired Liquidation and Distribution Account\u003c\/i\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eBy the end of this session, learners should be able to:\u003c\/p\u003e\n\u003cp\u003eUnderstand the executor’s duties;\u003c\/p\u003e\n\u003cp\u003eidentify and gather estate assets;\u003c\/p\u003e\n\u003cp\u003eestablish liabilities and creditor claims;\u003c\/p\u003e\n\u003cp\u003eunderstand when creditors are paid;\u003c\/p\u003e\n\u003cp\u003ecommunicate effectively with banks, insurers and other institutions;\u003c\/p\u003e\n\u003cp\u003emanage common asset categories such as bank accounts, vehicles and immovable property;\u003c\/p\u003e\n\u003cp\u003eunderstand the difference between the administration where Letters of Executorship is issued in full estates and smaller section 18(3) estates.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eKey topics\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eExecutor’s fiduciary duties after Letters of Executorship are issued\u003c\/p\u003e\n\u003cp\u003eMaster’s Representative duties after Letters of Authority are issued\u003c\/p\u003e\n\u003cp\u003eGathering estate assets\u003c\/p\u003e\n\u003cp\u003eOpening an estate late bank account\u003c\/p\u003e\n\u003cp\u003eIdentifying bank accounts, investments and insurance policies\u003c\/p\u003e\n\u003cp\u003eCommunicating with financial institutions\u003c\/p\u003e\n\u003cp\u003eCreditor claims and statutory notices\u003c\/p\u003e\n\u003cp\u003eWhen and how creditors are paid\u003c\/p\u003e\n\u003cp\u003eVehicles in deceased estates\u003c\/p\u003e\n\u003cp\u003eImmovable property in deceased estates\u003c\/p\u003e\n\u003cp\u003eBonded property and surviving spouse considerations\u003c\/p\u003e\n\u003cp\u003ePractical communication with heirs and family members\u003c\/p\u003e\n\u003cp\u003eGathering required documentation \/ information\u003c\/p\u003e\n\u003cp\u003e4. Drafting the Liquidation and Distribution Account \/ breakdown of assets, administration costs and liabilities Self-Study Course\u003c\/p\u003e\n\u003cp\u003eThis session helps learners understand the required structure and practical preparation of the Liquidation and Distribution Account, including the Master’s inspection process and the implications for heirs, creditors and surviving spouses.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003e\u003ci\u003edraft the required\u003c\/i\u003e the Liquidation and Distribution Account;\u003c\/p\u003e\n\u003cp\u003eunderstand when the account must be lodged;\u003c\/p\u003e\n\u003cp\u003eidentify the information\u003ci\u003e and documentation required\u003c\/i\u003e for drafting the account;\u003c\/p\u003e\n\u003cp\u003eunderstand the \u003ci\u003erequired \u003c\/i\u003estructure of the account;\u003c\/p\u003e\n\u003cp\u003edistinguish between assets, liabilities, administration \u003ci\u003ecosts\u003c\/i\u003e and distributions;\u003c\/p\u003e\n\u003cp\u003eunderstand the inspection process;\u003c\/p\u003e\n\u003cp\u003eidentify common drafting and calculation errors.\u003c\/p\u003e\n\u003cp\u003eKey topics\u003c\/p\u003e\n\u003cp\u003eThe Liquidation and Distribution Account\u003c\/p\u003e\n\u003cp\u003eSection 35 of the Administration of Estates Act 66 of 1965\u003c\/p\u003e\n\u003cp\u003eSix-month lodgement requirement after Letters of Executorship\u003c\/p\u003e\n\u003cp\u003eSchedule 4 and Regulation 5 requirements\u003c\/p\u003e\n\u003cp\u003eAssets to be reflected in the account\u003c\/p\u003e\n\u003cp\u003eLiabilities and creditor claims\u003c\/p\u003e\n\u003cp\u003eAdministration costs\u003c\/p\u003e\n\u003cp\u003eExecutor’s fees and estate \u003ci\u003ecosts\u003c\/i\u003e expenses\u003c\/p\u003e\n\u003cp\u003eCash shortfalls and cash contributions\u003c\/p\u003e\n\u003cp\u003eOutstanding bonds and immovable property\u003c\/p\u003e\n\u003cp\u003eSurviving spouse and co-owner considerations\u003c\/p\u003e\n\u003cp\u003e\u003ci\u003ethe account l\u003c\/i\u003eying open for inspection\u003c\/p\u003e\n\u003cp\u003eMagistrate’s Court inspection process\u003c\/p\u003e\n\u003cp\u003eMaster’s queries;\u003c\/p\u003e\n\u003cp\u003eand \u003ci\u003eobjections\u003c\/i\u003e\u003c\/p\u003e\n\u003cp\u003ePreparing for distribution after approval\u003c\/p\u003e\n\u003cp\u003e5. Finalising the Estate \/ administration: SARS Compliance, Estate Duty and Final Distribution Self-Study Course\u003c\/p\u003e\n\u003cp\u003eThis session brings the process together by showing learners how SARS compliance, Estate Duty, tax clearance and final distribution fit into the closing stages of estate administration.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eBy the end of this session, learners should be able to:\u003c\/p\u003e\n\u003cp\u003eunderstand the SARS compliance steps in a deceased estate;\u003c\/p\u003e\n\u003cp\u003edistinguish between the deceased’s personal tax obligations and the estate’s tax obligations;\u003c\/p\u003e\n\u003cp\u003eidentify outstanding returns and post-death income issues;\u003c\/p\u003e\n\u003cp\u003eunderstand the basic Estate Duty calculation;\u003c\/p\u003e\n\u003cp\u003eidentify common deductions and exemptions;\u003c\/p\u003e\n\u003cp\u003eunderstand why SARS compliance is required before finalisation;\u003c\/p\u003e\n\u003cp\u003eprepare for final distribution and finalisation of the estate.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eKey topics\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eSARS process after death\u003c\/p\u003e\n\u003cp\u003eOutstanding returns up to date of death\u003c\/p\u003e\n\u003cp\u003eCreating an income tax profile for the estate\u003c\/p\u003e\n\u003cp\u003eIncome and expenses after death\u003c\/p\u003e\n\u003cp\u003eDeregistering the deceased’s personal SARS profile\u003c\/p\u003e\n\u003cp\u003eEstate Duty overview\u003c\/p\u003e\n\u003cp\u003eEstate Duty calculation framework\u003c\/p\u003e\n\u003cp\u003eSection 4(q) surviving spouse deduction\u003c\/p\u003e\n\u003cp\u003eMaintenance claims\u003c\/p\u003e\n\u003cp\u003ePolicies paid directly to third parties\u003c\/p\u003e\n\u003cp\u003eAdministration costs\u003c\/p\u003e\n\u003cp\u003eOther deductions and exemptions\u003c\/p\u003e\n\u003cp\u003eTransfer duty considerations\u003c\/p\u003e\n\u003cp\u003eSARS tax as an administration cost\u003c\/p\u003e\n\u003cp\u003eSARS compliance before distribution\u003c\/p\u003e\n\u003cp\u003eFinal distribution to heirs\u003c\/p\u003e\n\u003cp\u003eFinalising the administration of the estate\u003c\/p\u003e","brand":"Van Jaarsveld Consulting","offers":[{"title":"Default Title","offer_id":68356214194427,"sku":null,"price":1250.0,"currency_code":"ZAR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0801\/3804\/3643\/files\/de.jpg?v=1792485762","url":"https:\/\/vanjaarsveldconsulting.com\/products\/deceased-estates-administration-masterclass-from-will-drafting-to-final-distribution-5-x-session-self-study-package","provider":"Van Jaarsveld Consulting","version":"1.0","type":"link"}