Losing someone close is a deeply personal experience, and managing their estate can feel overwhelming during such an emotional time. At BDO Wealth, we’re here to support you with care and understanding, easing the administrative burden so you can focus on what matters most – being with your family.
Our experienced team is here to guide you through the complexities of estate administration. Whether serving as the executor to the estate or assisting you as an agent to the executor, we’ll walk alongside you every step of the way with empathy and professionalism.
As your Executor or Agent to the Executor, we are responsible for:
- Liaising with the Master of the High Court to handle legal requirements.
- Preparing essential legal and financial documents to ensure compliance.
- Engaging with debtors and creditors, notifying them of the estate details, and managing claims.
- Handling SARS tax compliance, including finalising tax returns and obtaining clearance certificates.
- Setting up testamentary trusts, if outlined in the will.
- Liquidating or transferring assets, such as investments and property, to heirs.
- Distributing the estate according to the will, ensuring inheritances are paid promptly.