Deceased Estates Manager
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 Driver's 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