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Estate administration

In case of death

  • When a person dies of natural causes outside a hospital, phone your doctor. If the person has died of unnatural causes, phone the SA Police Services.
  • Notify the appointed executor. Also establish if there are possibly special instructions for the funeral in the will and if the deceased had a funeral policy.
  • Phone the undertaker. He or she will arrange all funeral matters and help with a funeral policy claim.
  • Notify the deceased's employer/pension fund.
  • Collect all the deceased's documents and make an appointment with the appointed executor, advisor or broker for the reporting of the deceased estate.
  • Give the executor your full co-operation and take him or her into your confidence. Discuss your immediate cash needs with the executor.
  • Don't take hasty investment decisions before the estate has been finalised. Consult with the executor of the estate on such and other decisions.
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