Job Openings Deceased Estates Manager

About the job 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

Or refer someone