Deceased Estate Administration
Settling a deceased estate is a stressful time for those left behind. With Momentum Trust's estate administration services, you don't have to deal with the practicalities on your own following the death of a loved one.
- We process the deceased estate 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.
Get peace of mind with experienced professionals to correctly execute a Will and settle the deceased’s affairs.
What is a deceased estate?
A deceased estate refers to assets and liabilities that an individual leaves behind when they die. Settling a deceased estate in South Africa is a legal requirement. As an appointed executor or agent, we take the required steps to carry out the process with our estate administration services.
8 steps to executing on a deceased estate
Why choose Momentum Trust to administer a deceased estate?
Winding up 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.
Got any questions?
Find answers to our most frequently asked questions related to drafting a Will, estate planning, deceased estates and Momentum’s Estate Provider Benefit.