Deceased Estate Administration Team

The Deceased Estate Administration Team understands the deeply emotional and challenging time that follows the passing of a loved one. Accordingly, the team approaches the administration and winding up of a deceased estate with compassion and efficiency to support and guide the family through this difficult time.

The administration of an estate however can be a complex process with many moving parts needing to be assimilated to accurately wrap-up the estate. This requires a team well versed in working with many different third parties, financial institutions, insurance agencies, the Master of the High Court, attorneys, auditors, and the South African Revenue Service to do so effectively and minimize the delays that inevitably flow from the administration process. 

An estate may also include offshore assets, provide for testamentary trusts, require property transfers, creditor engagements and more, and the experience of our team enables accurate and compliant navigation of these complexities in execution of the wishes of the deceased. 

In addition to administering the deceased estate, the team also provides advice and guidance to clients, prepares all documentation for submission to the Master of the High Court, prepares all agreements, resolutions and consents, and ensures correct and accurate tax reporting of the estate to the South African Revenue Service in accordance with the estate plan of the deceased.

The Deceased Estate Administration Team works closely with our other teams to assist with property transfers, tax advice, corporate structuring, dispute resolution and estate planning for the beneficiaries and heirs of the deceased.

Clients can also review the Key Documents for Deceased Estates listed below in preparation for their first consultation with us after the death of a loved one and so help ensure a speedy administration of a loved one's estate.

Key Contacts for Deceased Estates

Key Contacts for Deceased Estates

 

Annelize van der Bank

Senior Estate Administrator

Annelize is a senior and experienced deceased estates administrator and heads up the estates department of PH Fiduciary. Annelize specialises... in the administration of deceased estates and estate planning, and approaches her work with professionalism and compassion and understanding  for her clients.

Bloemfontein
annelize@phinc.co.za
+27 51 400 4043
+27 84 358 1469
 

Tebello Setleko

Candidate Legal Practitioner

Tebello is a Junior Estate Administrator in the PH Fiduciary team where she assists with estate administration services as well... as compliance support in respect of aspects such as FICA and POPIA. 

Bloemfontein
tebello@phinc.co.za
+27 51 400 4008
+27 61 399 7425

Annelize van der Bank

Senior Estate Administrator

Annelize is a senior and experienced deceased estates administrator and heads up the estates department of PH Fiduciary. Annelize specialises... in the administration of deceased estates and estate planning, and approaches her work with professionalism and compassion and understanding  for her clients.

Bloemfontein
annelize@phinc.co.za
+27 51 400 4043
+27 84 358 1469

Tebello Setleko

Candidate Legal Practitioner

Tebello is a Junior Estate Administrator in the PH Fiduciary team where she assists with estate administration services as well... as compliance support in respect of aspects such as FICA and POPIA. 

Bloemfontein
tebello@phinc.co.za
+27 51 400 4008
+27 61 399 7425

Deceased Estates Expertise

Administration of Estates

Administration of deceased estates, include advice and guidance, holding of executorships, preparation of all documentation for submission to the Master of the High Court, preparation of agr...

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Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients as well as broad-based and employee ownership schemes v...

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Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafti...

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Fiduciary Accounting and Tax Compliance

Comprehensive accounting and taxation compliance support services in respect of local and offshore investment trusts and companies by Phatshoane Henney Fiduciary Services, including data cap...

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International Estate Planning

For the client requiring estate planning that includes international estate assets, advice and planning in respect of personal and familial estates that integrates international estate plann...

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Tax Advisory

Advice and opinions on taxation in respect of estate planning, commercial and equity transactions, business structuring and restructuring, property developments, mergers and acquisitions.

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Administration of Estates

Administration of deceased estates, include advice and guidance, holding of executorships, preparation of all documentation for submission to the Master... of the High Court, preparation of agreements, management of estate assets and liabilities, and all related aspects to ensure a successful administration of a deceased estate. Our Administration of deceased estates includes South African estates and international deceased estates.

Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients... as well as broad-based and employee ownership schemes via representatives of Phatshoane Henney Fiduciary Services, including all related fiduciary and administrative aspects relating to trust management and execution of the role of independent corporate trustee.

Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation,... opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects. Estate planning can include on-shore and off-shore planning and integration and management of such estates.

Fiduciary Accounting and Tax Compliance

Comprehensive accounting and taxation compliance support services in respect of local and offshore investment trusts and companies by Phatshoane Henney... Fiduciary Services, including data capturing, financial statement compilation, financial statement independent reviews, tax calculations, tax submissions to the South African Revenue Services and the Companies and Intellectual Property Commission as well as personal tax calculations and tax submissions for individuals and local beneficiaries or shareholders of offshore trusts and companies.

International Estate Planning

For the client requiring estate planning that includes international estate assets, advice and planning in respect of personal and familial... estates that integrates international estate planning into a holistic and efficient estate plan that includes both local and offshore estates. Our team also provides all the necessary support to structure, implement and execute the estate planning strategy and objectives and work closely with professional and corporate trustees of local and offshore estates in the execution of the holistic estate plan. Our advisory team is accessible and focused on building a long-term relationship of trust with clients to ensure continuous assessment of the estate plan and incorporate advice and strategy in jurisdictions relevant to the client and his/her family. Additionally, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects also form part of our international estate planning services.

Tax Advisory

Advice and opinions on taxation in respect of estate planning, commercial and equity transactions, business structuring and restructuring, property developments,... mergers and acquisitions.