Description:
A well established company based in Port Elizabeth is seeking a Deceased Estate Manager.
Duties:
• Drafting of wills and maintaining a database.
• Consultation with various clients about their estate planning needs.
• Interview family members of a deceased client.
• Opening new estate file
• 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.
• Obtain valuations of assets.
• Attend to the sale or transfer of shares and fixed property.
• Take 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.
• Liaise with family members about the progress of the estate.
• Opening of a banking account in the name of the estate.
• All filing.
• Maintain a diary and timesheet.
• Drawing up of liquidation and distribution accounts.
• Attend to all matters relating to curatorship estates.
• Drawing up of curatorship accounts.
• Attend to Will Trusts.
• Maintain a record of work in progress and submit weekly to directors
• Maintain 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 to attend to the registration of a trust.
• Assisting clients with changes that need to be made on a trust.
• To follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond.
• Advertising the estates at the correct times.
• Compliance with the firm’s System of Quality Management (SOQM), policies and procedures.
• Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct.
• Letter-writing skills
• Work scheduling and prioritization skills
• Interpersonal skills
• Communication skills
• Client service skills
• Conflict management
Requirements:
Requirements:
• Matric (Grade 12)
• LLB
• Admitted as an Attorney would be advantageous with at least three years’ experience in Estates.
• Basic Bookkeeping Diploma would be advantageous
• Code 08 Driver's License
• Own transport
• Computer Literacy
• Knowledge of the law regarding deceased estates and trusts
• Knowledge of the drafting of wills
• Knowledge of trusts.
• A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts.
• LLB
• Extensive experience in Estates and Trust Administration
• 5+ years of experience
• Certificate in estates and TRUST administration (Advantageous)
• Must be patient, and tolerant. Professional and well-spoken.
Computer literacy:
• MS Office (Excel, Outlook)
• Greatsoft (Advantageous)
• Legalease (Advantageous)