Estate Administration
The loss of a loved one can be emotionally draining. As such, it’s a time when professional assistance will be needed. Our experts offer years of experience and technical knowledge to help administer your estate effectively. You can rest assured knowing that your dedicated estate administration officer will be on hand to help your heirs through the estate process.
Some of the benefits
Skilled team
Our administrators are committed to serving your needs as trusted, impartial advisors
Convenience
Our large national footprint means there is always help at your nearest branch
Holistic Fiduciary Offering
A team of technical experts with vast knowledge under one roof
A helping hand
Attend to matters that count most, while our team takes care of the admin
Our support
- Access to fiduciary legal & tax resources
- Your wishes will be carried out according to instructions in your Will *
- Your family or loved ones are spared the burden of administering your estate
- Impartiality – our executors remain objective and accountable
- If you appoint a family member as an executor, we can advise and assist them
* We also offer estate administration where we haven’t been nominated as the executor, or no will exists
What to do in the event of death
- In the event of the natural death of a loved one, contact your family doctor or undertaker who will guide you on the steps to follow
- In the event of unnatural death, immediately contact the police
- Establish whether the deceased held a Will. If Standard Trust is the nominated executor of the deceased’s estate, click here to report the death
- Inform the deceased’s executor, bank, employer, medical aid, pension fund, retirement fund, broker and financial planner of the death
- Consolidate all the deceased’s critical documentation, such as ID book or card, passport and Death Certificate (For a comprehensive list of the documentation required to administer the estate click here )
- Collaborate with the nominated executor to streamline the administration of the estate
- As an heir or legatee, the distribution of an estate can be financially overwhelming and requires specialised estate planning to manage the process. Contact us to help you with your estate planning
What you need to bring with you
Personal documents and information
- Original Last Will and Testament (if held by deceased)
- Original Death Certificate
- Original Identity Document or Passport
- Original Marriage Certificate
- Certificate of Registration of Customary Marriage
- Original Antenuptial contract
- The full names of the deceased’s parents
- The full names of the deceased’s children (including those predeceased)
Former spouse(s) or divorcees
- Full names and contact details
- Copy of the Final Divorce Order/Decree
- Copy of the signed Divorce agreement
Predeceased spouse(s)
- Full names
- Copy of Death Certificate
- Copy of Last Will and Testament
- Copy of the liquidation and distribution account / date of death and Master’s office where the death was reported
Download a checklist of these details here
Fixed properties
- Original Title Deed / Safe Custody receipts
- Recent home loan statements
- Lease agreements
- Rates accounts / levy statements
- Details of any credit life cover
- Capital gains tax valuations
- Proof of insurance
Motor vehicles (including trailers,motor bikes, boats and caravans, etc.)
- Registration certificates / logbook
- Recent finance statement
- Proof of insurance
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Our support
-
What to do in the event of death
-
What you need to bring with you
- Access to fiduciary legal & tax resources
- Your wishes will be carried out according to instructions in your Will *
- Your family or loved ones are spared the burden of administering your estate
- Impartiality – our executors remain objective and accountable
- If you appoint a family member as an executor, we can advise and assist them
* We also offer estate administration where we haven’t been nominated as the executor, or no will exists
- In the event of the natural death of a loved one, contact your family doctor or undertaker who will guide you on the steps to follow
- In the event of unnatural death, immediately contact the police
- Establish whether the deceased held a Will. If Standard Trust is the nominated executor of the deceased’s estate, click here to report the death
- Inform the deceased’s executor, bank, employer, medical aid, pension fund, retirement fund, broker and financial planner of the death
- Consolidate all the deceased’s critical documentation, such as ID book or card, passport and Death Certificate (For a comprehensive list of the documentation required to administer the estate click here )
- Collaborate with the nominated executor to streamline the administration of the estate
- As an heir or legatee, the distribution of an estate can be financially overwhelming and requires specialised estate planning to manage the process. Contact us to help you with your estate planning
Personal documents and information
- Original Last Will and Testament (if held by deceased)
- Original Death Certificate
- Original Identity Document or Passport
- Original Marriage Certificate
- Certificate of Registration of Customary Marriage
- Original Antenuptial contract
- The full names of the deceased’s parents
- The full names of the deceased’s children (including those predeceased)
Former spouse(s) or divorcees
- Full names and contact details
- Copy of the Final Divorce Order/Decree
- Copy of the signed Divorce agreement
Predeceased spouse(s)
- Full names
- Copy of Death Certificate
- Copy of Last Will and Testament
- Copy of the liquidation and distribution account / date of death and Master’s office where the death was reported
Download a checklist of these details here
Fixed properties
- Original Title Deed / Safe Custody receipts
- Recent home loan statements
- Lease agreements
- Rates accounts / levy statements
- Details of any credit life cover
- Capital gains tax valuations
- Proof of insurance
Motor vehicles (including trailers,motor bikes, boats and caravans, etc.)
- Registration certificates / logbook
- Recent finance statement
- Proof of insurance
Frequently Asked Questions
We’ve answered some of your most frequently asked questions about Estate administration. We hope you find what you need.