What You Will Learn!
- 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
Description
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
Who Should Attend!
- Estate Administrators
