SMI 14715 - Associate Attorney – Administration of Deceased Estates

Recruiter:

Professional Career Services

Job Ref:

SMI 14715 - Associat..

Date posted:

Thursday, February 6, 2025

Location:

CapeTown, South Africa

Salary:

Negotiable commensurate with experience

SUMMARY:
Associate Attorney – Administration of Deceased Estates

POSITION INFO:

Employer Description

A well-established legal practice situated along the Garden Route in the Western Cape, specializing in a wide range of legal services.

Job Description

Our client is looking for an experienced, detail orientated, professional and highly organized Associate Attorney to join their team as soon as possible.

You will be responsible for:

Conducting interviews and consultations in respect of new estates and trusts
Interpreting wills, trust deeds and financial statements
Independently attending to the administration of an estate (deceased as well as curatorship) from start to finish
Drafting of Liquidation and Distribution and Curator’s Accounts
Independently attending to the registration, administration and maintenance, amendment and deregistration of a trust (inter vivos as well as testamentary)
Arranging trustee meetings, drafting resolutions and preparing minute extracts
Attending to, managing and solving Master’s queries
Reporting and managing the submission of tax returns to SARS
Drafting of cash distribution statements and reconciliation statements
Building and maintaining relationships with clients, beneficiaries, heirs, key persons and 3rd parties through frequent and clear communication
Following processes and working according to set quality standards.

Qualifications

LLB degree
Certificate in Estate and/or Trust Administration (beneficial, not compulsory);
FISA accreditation (beneficial, not compulsory)

Skills

The successful candidate must have:

Minimum 5 – 9 years’ sound recent experience in estate and trust administration and dealing with the Master of the High Court
Strong computer literacy and working knowledge of software such as Legal Suite, Legal Ease, Standard Bank TPFA and Nedbank Corporate Saver
Working knowledge and understanding of legislation including The Trust Property Control Act, The Administration of Estates Act, The Intestate Succession Act, The Wills Act, The Mental Health Care Act, The Estate Duty Act and The Income Tax Act
Excellent written and communication skills

Personal Attributes:

Committed to and passionate about service excellence
Consistently achieve and exceed goals by being proactive and always “going the extra mile”
Excellent problem resolution skills
Honest to a fault and of the highest integrity
Autonomous and independent but willing and able to serve as a member of a team as well as take and follow instructions
Confident and able to establish and maintain the confidence of others
Detail orientated, professional and highly organized
Consistently produce work of the highest quality, even when under high-pressure

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