Deceased Estates Manager
Deceased Estates Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 Drivers License
- Own transport
Key Duties and Responsibilities Key Performance Indicators:
- 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 firms System of Quality Management (SOQM) policies and procedures
- Compliance with the firms Employee Code of Conduct which consists of the firms HR policies SAICA IRBA and IESBA Codes of Conduct
Employment Type
Full Time
