Qualifications Admitted as an Attorney (advantageous) with at least three years experience in Estates Basic Bookkeeping Diploma (advantageous) Code 08 Driver's License Own transport Key Duties and Responsibilities Drafting of wills and maintaining a database Consultation with various clients about their estate planning needs Interviewing family members of a deceased client 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 Obtaining valuations of assets Attending to the sale or transfer of shares and fixed property Taking 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 Liaising with family members about the progress of the estate Opening a banking account in the name of the estate All filing Maintaining a diary and timesheet Drawing up liquidation and distribution accounts Attending to all matters relating to curatorship estates Drawing up curatorship accounts Attending to Will Trusts Maintaining a record of work in progress and submitting weekly to directors Maintaining 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 attending to the registration of a trust Assisting clients with changes that need to be made on a trust Constantly following up with the Master, banks, and various financial institutions and reporting to the Ombudsman if they do not respond Advertising the estates at the correct times Compliance with the firms System of Quality Management (SOQM), policies, and procedures Compliance with the firms Employee Code of Conduct, which consists of the firms HR policies, SAICA, IRBA, and IESBA Codes of Conduct #J-18808-Ljbffr