Estate Assist provides practical support with the administration of deceased estates, from the initial reporting stage through to finalisation and distribution.
Our role is to help families, executors and authorised representatives understand what needs to be done, gather the required information, deal with the necessary estate administration steps and keep the process moving forward.
Our Services
- Reporting the Deceased Estate
We assist with guidance on the initial reporting of a deceased estate and the information usually required to begin the process.
This may include guidance regarding:
✓ Death notice and reporting documents
✓ Details of the deceased
✓ Details of the surviving spouse, heirs and nominated executor
✓ Whether there is a will
✓ Which Master’s Office may be relevant
✓ Supporting documents required for reporting
- Letters of Executorship or Letters of Authority
We assist with the practical process relating to Letters of Executorship or Letters of Authority.
These letters are important because they confirm who has authority to act on behalf of the estate.
We assist with guidance, document preparation and follow-ups where appropriate.
- Master’s Office Follow-Ups
Delays at the Master’s Office can cause frustration and uncertainty.
Estate Assist assists with structured follow-ups and communication regarding the progress of estate matters, where we are authorised to do so.
- Estate Administration Support
We assist with practical estate administration tasks, including gathering information, coordinating documents and helping to ensure that the administration process is dealt with in an organised manner.
This may include:
✓ Estate asset information
✓ Bank account information
✓ Policy and investment information
✓ Creditor information
✓ Heir and beneficiary information
✓ Supporting vouchers and records
- Liquidation and Distribution Account Support
Where applicable, we assist with the preparation, coordination and lodgement process relating to the Liquidation and Distribution Account.
This includes support with the practical information needed to reflect assets, liabilities, income, expenses, distributions and related estate administration details.
- Estate Financial Administration and Reconciliations
Estate administration often involves reviewing and reconciling estate funds, payments, receipts and supporting documents.
We assist with structured estate financial administration and reconciliation support to help ensure that the estate finances are properly understood and accounted for.
- Property, Policies and Asset Transfers
We assist with coordination and guidance relating to estate assets, including immovable property, vehicles, bank accounts, policies, investments and other assets.
Where specialist assistance is required, such as conveyancing, tax, accounting or legal services, we assist with coordination between the relevant parties.
- Finalisation and Distribution Support
We assist with the practical steps needed to move the estate towards finalisation and distribution.
This may include follow-ups, communication with relevant parties, coordination of payment and transfer processes, and ensuring that the required administration steps are attended to.
Who We Assist
Estate Assist may assist:
✓ Families of the deceased
✓ Executors
✓ Authorised representatives
✓ Heirs and beneficiaries, where appropriate
✓ Accountants, attorneys or professionals requiring estate administration support
Our Approach
Our approach is practical, transparent and structured.
We aim to reduce uncertainty, keep the process moving and ensure that the estate administration is handled in an organised and accountable manner.
Request Assistance
If you need assistance with a deceased estate, please complete the enquiry form on our homepage and we will guide you on the next steps.