Deceased Estates: Last Will & Testament

Having a will is important for many reasons, however giving directions to an Executor, is one of the most important and valuable reasons. A will ensures that your assets and personal possessions are divided up among those individuals you wish to inherit them. Without a legally valid document setting this out, your estate will not necessarily be bequeathed according to your wishes.

Topics Discussed:

• Drafting of a valid Last Will and Testament

• Signing of a valid Last Will and Testament

• Competency to make a Last Will and Testament

• Effect of divorce or annulment of marriage on will – 3 months grace period

• Encourage your client to review their Last Will and Testament at least once a year

• Encourage your client to make a list of their assets at least once a year

• Cremation / organ donation

• Who can sign as witnesses to a Last Will and Testament

• Statutory requirements / formalities of valid Last Will and Testament – section 2 of the Wills Act no 7 of 1953

• If signed Will does not comply with formalities – section 2(3) of the Wills Act no 7 of 1953 – Court to declare Last Will and Testament valid

All Included:

• Video presented course

• Downloadable course material

• Certificate of training

• Optional assessment

• SAIT Accredited – 4 verifiable CPD points

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About the Presenter:

Lize Muller

Lize is seasoned in the Administration of Deceased’s Estates as she has been administering deceased estates since 2001. Lize has an AIPSA Diploma in Insolvency Law and obtained a certificate in Administration of Deceased’s Estates, Continuing Legal Education and the Law Society of South Africa.

Lize has now decided to share her vast knowledge on the subject to learners wanting to embark on this journey.

Some achievements throughout her career:

over 220 appointments as Executor in both Testate and Intestate Estates

act in advisory capacity to other appointed Executors as to estate administrative requirements

have held appointments in various complicated Estates

various Estates which included successful High Court Litigation in relation to heir and beneficiary disputes

various Estates which included successful PIE Applications

assisted with International Estates, including UK, Germany, Scotland and Spain by obtaining local appointments

drafted over 2300 Wills

drafting of International Wills

accepted various nominations by First National Bank and other third parties as Executor

referral Estates from various Firms of Attorneys

assisting / acting as Administrator for various Firms of

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