Future Planner ยท futureplanner.co.za
Navigating
a Deceased
Estate
A step-by-step guide for South African families
Future Planner
R189
2026 Edition ยท 23 Pages ยท PDF

Navigating a
Deceased Estate

Plain answers, practical checklists and a clear path through every stage of a deceased estate โ€” from the first difficult days to the moment the estate is finally closed. Written by Banzi Mcasa, Future Planner.

โœ“
What to do in the first days after a loved one passes
โœ“
Step-by-step estate administration from opening to final closure
โœ“
Letters of Authority vs Letters of Executorship โ€” plain English
โœ“
How to deal with the Master of the High Court
โœ“
Practical checklists for every stage of the process
โœ“
Written by Banzi Mcasa ยท 2026 Edition ยท 23 pages
R189
Once-off ยท PDF delivery to your inbox
Works on phone, tablet and computer ยท Keep forever ยท No subscription
โœ“ Full ebook PDF โ€” printable
โœ“ Executor checklist โ€” step by step
โœ“ Contact details for Master of the High Court offices
โœ“ SA estate administration templates
๐Ÿ”’ Secure payment via PayFast ยท SSL encrypted ยท Ebook emailed after payment
What you will learn

Everything You Need to Know
About Being an Executor

Whether you have been named as executor in someone's will, or you are planning who should handle your own estate โ€” this guide gives you the knowledge to do it right.

01

What is an Executor?

Understand the full legal role and responsibilities of an executor in South Africa. Who can be appointed, and what powers do they have?

02

The Administration Process

A step-by-step walkthrough of the estate administration process โ€” from death to final distribution to beneficiaries.

03

The Master of the High Court

How to apply for Letters of Authority or Letters of Executorship. What documents you need, how long it takes, and what to do if there are complications.

04

Debts, Assets & Distribution

How to identify and value estate assets, deal with creditors, pay debts, and distribute what remains to beneficiaries โ€” correctly and legally.

05

Intestate Succession

What happens when someone dies without a will? How the Intestate Succession Act divides the estate โ€” and why it may not match what the family expected.

06

Protecting Yourself & Beneficiaries

How to avoid personal liability as an executor. How to manage family conflict, minor beneficiaries, and contested estates professionally.

Table of contents

What's Inside โ€” 23 Pages

A practical, plain-English guide structured around the real steps you face when administering an estate in South Africa.

1

Understanding the Role of the Executor

Legal definition, duties, powers, responsibilities and limitations under the Administration of Estates Act.

2

The First 48 Hours After a Death

Immediate steps: securing assets, notifying institutions, obtaining the death certificate, and reporting to the Master.

3

Letters of Authority vs Letters of Executorship

What each one is, when each applies, how to apply, and what to do while you wait for approval.

4

Dealing with the Master of the High Court

Office locations, required documents, the liquidation and distribution account process, and common delays explained.

5

Identifying and Valuing Estate Assets

Property, vehicles, bank accounts, investments, retirement funds, life policies and business interests.

6

Paying Estate Debts and Expenses

Order of payment, creditor notification, executor fees (3.5%), funeral costs, tax obligations to SARS.

7

Estate Duty and Tax

Estate duty (20% above R3.5M), income tax up to date of death, CGT, and how to get a tax clearance from SARS.

8

Distributing to Beneficiaries

Final liquidation and distribution account, transferring property, handling minor beneficiaries, and closing the estate.

9

Intestate Succession โ€” When There is No Will

The Intestate Succession Act explained step by step. Who inherits, in what proportions, and what this means for surviving spouses and children.

10

Protecting Yourself as Executor

Personal liability, dispute resolution, handling difficult beneficiaries, and when to seek professional help.

11

Executor Checklist & Reference Guide

A complete step-by-step checklist, contact details for all Master of the High Court offices, and key SA legislation references.

B

About the Author

Future Planner ยท Estate Planning Specialists

Written by Banzi Mcasa, Principal at Future Planner. With years of hands-on experience helping South African families navigate estate administration โ€” from the first difficult days after a loss through to the final closing of the estate. This 2026 Edition reflects the latest SA law and Master of the High Court procedures.

Frequently asked questions

Your Questions Answered

How do I receive the ebook after paying?
After you complete payment on PayFast, the ebook PDF will be emailed directly to the email address you entered before paying. It typically arrives within a few minutes. If it does not arrive, check your spam folder or email us at info@futureplanner.co.za.
What format is the ebook in?
The ebook is delivered as a PDF file that works on any device โ€” smartphone, tablet, laptop or desktop. You can also print it if you prefer a physical copy.
Is this relevant to my situation in South Africa?
Yes โ€” this book is written specifically for South African law, referencing the Administration of Estates Act, the Intestate Succession Act, the Master of the High Court process, and SARS requirements. It is not relevant for other countries.
I have been named as executor in a will. Do I need this?
Absolutely. Most people named as executor in a will have no idea what the role actually involves. This book walks you through every step so you can fulfil your duties correctly, protect yourself from personal liability, and honour the deceased's wishes properly.
Is payment secure?
Yes. Payment is processed securely by PayFast โ€” South Africa's leading payment gateway. Future Planner never sees or stores your card details. The transaction is SSL encrypted end-to-end.

Get Your Copy Today

Don't wait until you are in the middle of an estate administration crisis. Know what you are doing before you need to. R189 โ€” once off, yours forever.

๐Ÿ”’ Secure payment via PayFast ยท Ebook emailed after payment
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