Our Process
A clear, step-by-step approach to estate administration that ensures nothing is overlooked.
Initial Consultation & Instruction
We begin with a comprehensive consultation to understand your situation, timeline, and specific needs. We gather all necessary information and discuss what's involved in the process. This is where we establish clear expectations and answer any questions you may have.
Information Gathering & Tracing
We systematically collect all necessary documentation and information about the estate. Where applicable, we conduct tracing services to locate debtors or beneficiaries. This stage is critical for ensuring we have a complete picture before proceeding.
Liaison with Institutions
We coordinate with SARS, the Magistrate's Office, the Master of the High Court, and financial institutions as required. Our established relationships and compliance expertise ensure smooth communication and timely approval of all necessary steps.
Administration & Communication
We manage all administrative tasks and maintain clear, regular communication with beneficiaries, creditors, and other stakeholders. You'll always know where things stand and what to expect next. We handle the complex paperwork so you don't have to.
Finalisation
We complete the final steps of estate administration and ensure all parties are properly settled. Our goal is to complete non-complex estates within 10 months. We'll provide you with final documentation and confirmation that everything has been properly concluded.
Why Choose Our Process?
Transparent & Clear
We explain every step and keep you informed throughout the process.
Legally Compliant
All procedures follow South African legislation and institutional requirements.
Efficient & Timely
Non-complex estates completed within 10 months, minimizing delays.
Professional Support
Expert guidance and handling of complex administrative requirements.
Let's Get Started
Ready to begin the estate administration process? We're here to guide you every step of the way.
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