Deceased Estate Checklist & Cost Calculator

Step-by-step guide with deadlines and cost estimates

Track every step of winding up a deceased estate in South Africa. Check off completed steps, see deadlines, and estimate the costs involved.

Progress0/12 steps

Estate Administration Steps

Get death certificate from Home Affairs

Within 3 days

Take the medical certificate to Home Affairs. You'll get the official DHA-1663 death certificate.

Find the will

Within 7 days

Check at home, with their attorney, bank, or the Master's Office. If no will exists, the estate is 'intestate'.

Report estate to Master of High Court

Within 14 days

Submit death certificate, will (if any), and estate inventory to the Master's Office in your area.

Executor appointed (Letters of Executorship)

2-6 weeks

The Master issues Letters of Executorship. Without this, no one can access the deceased's accounts or assets.

Open estate bank account

After appointment

The executor opens a dedicated estate account to collect all assets and pay debts.

Advertise for creditors

Within 30 days of appointment

Place notices in the Government Gazette and local newspaper for creditors to submit claims.

Collect assets and pay debts

30-90 days

Transfer all assets to estate account. Pay funeral costs, debts, and outstanding bills.

Get SARS tax clearance

Before distribution

File the deceased's final tax return and get a clearance letter from SARS. This can take 2-6 months.

Prepare Liquidation & Distribution account

After tax clearance

List all assets, debts, and how remaining assets will be distributed to heirs.

Lie open for inspection (21 days)

21 days

The L&D account must be available for public inspection for 21 days. Heirs can object during this time.

Distribute assets to heirs

After 21 days

Transfer property, pay out cash, and distribute assets as per the will or Intestate Succession Act.

File final executor account with Master

Within 6 months of distribution

Submit proof that everything has been distributed correctly. The estate is now closed.

Estate Cost Estimator

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FAQ

Frequently Asked Questions