Deceased Estate
Administration

PROFESSIONAL WILL DRAFTING

The Administration of Estates Act prescribes the process and steps and compulsory time-periods that must be followed when administering a deceased estate. Appleton provides a complete and seamless estate administration service. Irrespective of the complexity of the estate, Appleton manages all stages of the estate promptly, efficiently and ethically. The efficient management of a deceased estate to finality requires a host of skills, ranging from legislative and regulatory compliance, to financial accounting, taxation, property conveyancing, trusts (local and offshore), banking and asset management.

Working efficiently and effectively with the Master of the High Court, South African Revenue Services, attorneys, estate agents, auctioneers, insurance brokers, banks, hospitals and local authorities are just a few of the most important stakeholders Appleton takes responsibility for.

The effective application, sequencing and co-ordination of this applied skill set is vital to the cost-effective administration of an estate and the absence of any one of these skills can be extremely costly and time-consuming. We believe it is critically important to appoint a professional company such as Appleton Fiduciary Services to provide you with legal certainty, financial security and peace of mind.

Why Appleton

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We exemplify integrity and epitomise professionalism in delivering excellent.
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Estate administration that is tailor-made to each client and Estate’s needs.
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We administer Estates with optimal efficiency and cost-effectiveness.
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Excellence in client service is our priority and going the extra mile is the norm for us.
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We provide the most personalised client care service.

The Appleton
Offering

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No cost Will-drafting within 72 hours
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Free safe-custody of Last Will and Testament
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Personalised Estate administration
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Competitive executorship fees
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Most trusted service in the industry

Appleton Fiduciary Services is governed by a raft of legislation including: the Administration of Estates Act (1965), the Wills Act (1953), the Intestate Succession Act (1987), the Income Tax Act, the Estate Duty Act, the Property Law Act, the Maintenance Act and the Customary Marriages Act. Thus, it is critical for us to remain abreast of all relevant legislation and regulation, not only for purposes of compliance, but to ensure that our clients receive the highest levels of service. As a result, our board is comprised of experienced directors and we also employ the services of compliance professionals to give additional guidance.