Deceased estate administration
Settling a deceased estate is a stressful time for those left behind. With Momentum Trust's deceased estate administration and executor services, you don't have to deal with the practicalities on your own.
- We carry out the deceased estate administration process as South African law requires.
- We act as an executor or executor's agent of the deceased's estate.
- We safeguard the interests of beneficiaries and creditors in the process.
Speak to an adviser about drafting a Will that nominates Momentum Trust as executor or contact us to assist with the administration of a loved one's deceased estate.
What is a deceased estate?
A deceased estate includes all the assets and liabilities a person leaves behind when they die. In South Africa, settling a deceased estate is a legal requirement, and the process can become costly due to executor fees, taxes, and administrative expenses. Understanding the costs associated with a deceased estate can help prevent unexpected burdens for your loved ones and ensure a smoother, more efficient deceased estate administration process.
You can plan for these costs in advance by calculating the cost of dying and drafting an executable Will that ensures there’s enough money in your estate.
Steps in the deceased estate administration process
As an appointed executor or agent, we take the required steps to settle a deceased estate.
Why choose Momentum Trust to administer a deceased estate?
Settling a deceased estate can become lengthy and costly without the technical expertise to manage the admin-intensive process and deal with unexpected hurdles. With Momentum Trust, you can rest assured that your estate administration is in good hands.
Benefit from legal and financial expertise
Each individual’s personal and financial circumstances differ at the time of their death. We understand the legislative framework to properly settle the deceased’s debt and taxes and distribute assets to the beneficiaries.
Get support at every step
Because we understand that the loss of a loved one is traumatic, we’ll be in constant communication with you to ensure a smooth transaction from start to finish. You can also contact us for help related to you or a loved one’s estate.
Settling your estate starts with an estate plan
With a clear estate plan, you can manage unexpected costs and nominate a trusted executor to settle your estate as per your wishes. Let our financial advisers help you plan your estate today to secure your loved ones’ tomorrow.