Estate Administrator

ESTATES ADMINISTRATOR:

Responsibilities:

- Typing and formatting of legal documents;

- Meeting with new clients and conducting estate interviews;

-Preparation of reporting documents for the Master

-Preparation of documents for creation of Testamentary Trusts

-Consults with Clients to sign documents

- Drafting letters and emails to the Master’s Office, banks, medical scheme, local and overseas pension funds, insurance companies, finance companies, beneficiaries, creditors and SARS

-Completion of change of ownership forms, redemptions forms, refund

- Drafting of Liquidation and Distribution accounts on Legalease

- Preparation of inspection documents for the Magistrate’s Court

- Basic completion of vehicle license renewal forms and change of ownership form

-Compiling of taxes packs

-Preparing Accrual calculation

- Drafting Wills

- Drafting and placing statutory advertisements

- Attending to deal with queries from clients and third parties, both electronically and telephonically

- Opening and closing of files, electronically and manually

- Updating files, electronically and manually

- General scanning & filing

- Capturing and maintaining master client list and filing of Wills in securities

- Preparation of and despatching invoices and statements

- Preparation of transaction requisitions for payments

- Meet clients at their place of convenience to provide our services

- Attending to update beneficiaries

- Drafting status reports on matters

- Minute taking at consultations

- General estate and wills administrative duties