What is the process for reporting a deceased estate in South Africa?

An estate must be reported to the Master of the High Court within 14 days of death. We assist with the entire process, from obtaining the Letters of Executorship to the final distribution of assets.

Why should I use an attorney to administer a deceased estate?

Administering an estate is a complex legal process involving tax compliance, creditor notifications, and formal accounting. As LPC-regulated attorneys, we ensure the estate is managed according to the Administration of Estates Act, protecting the interests of heirs and executors.

How long does it take to wind up a deceased estate?

While timelines vary depending on the complexity of the assets, a standard estate typically takes between 6 to 12 months to finalize through the Master's Office.

Deceased Estate Checklist: Documents Required to Begin

To expedite the reporting process to the Master of the High Court, please gather as many of the following documents as possible.

1. Personal Documents of the Deceased

Original Will: The most recent valid Last Will and Testament (if applicable).
Death Certificate: The original or a certified copy issued by Home Affairs.
Identity Document: A certified copy of the deceased’s ID or passport.
Marriage Certificate: If applicable, including any Antenuptial Contract (ANC).
Divorce Orders: If the deceased was divorced, a certified copy of the final Decree of Divorce.
Death Certificate of a Pre-deceased Spouse: If applicable.

2. Asset Information

Title Deeds: For any immovable property (or the name of the bank where the bond is held).
Vehicle Registration: Logbooks or registration papers for cars, trailers, or boats.
Bank Statements: Recent statements for all current, savings, and investment accounts.
Share Certificates: Documentation for stocks, shares, or unit trusts.
Life Insurance Policies: Details of any policies, including the name of the insurer and policy numbers.
Business Interests: Any partnership agreements or shareholder certificates.

3. Liabilities and Debt Information

Mortgage Bond Details: Current outstanding balance on home loans.
Credit Card & Retail Accounts: Recent statements for all outstanding debt.
Medical Aid & Hospital Bills: Any unpaid medical expenses.
Funeral Expenses: Invoices and proofs of payment for funeral arrangements.

4. Beneficiary Information

Identity Documents: Certified copies of the ID/Passports of all named heirs and beneficiaries.
Proof of Relationship: Birth certificates (if the deceased died without a Will and children are heirs).
Contact Details: Current addresses, phone numbers, and email addresses for all heirs.

Pro-Tip for Clients

Note: Do not worry if you cannot find every single document immediately. We can assist in tracing certain assets and obtaining valuations; however, having the Original Will and Death Certificate is the critical first step to starting the legal process.