Deceased Estates Process Course Last Will & Testament

What you'll 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
Requirements
No prior experience needed
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 TestamentSigning of a valid Last Will and TestamentCompetency to make a Last Will and TestamentEffect of divorce or annulment of marriage on will – 3 months grace periodEncourage your client to review their Last Will and Testament at least once a yearEncourage your client to make a list of their assets at least once a yearCremation / organ donationWho can sign as witnesses to a Last Will and TestamentStatutory requirements / formalities of valid Last Will and Testament – section 2 of the Wills Act no 7 of 1953If 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 validAll Included:Video presented courseDownloadable course materialCertificate of trainingOptional assessmentSAIT Accredited - 4 verifiable CPD points---------------------------------------------------------About the Presenter:Lize MullerLize 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 Estatesact in advisory capacity to other appointed Executors as to estate administrative requirementshave held appointments in various complicated Estatesvarious Estates which included successful High Court Litigation in relation to heir and beneficiary disputesvarious Estates which included successful PIE Applicationsassisted with International Estates, including UK, Germany, Scotland and Spain by obtaining local appointmentsdrafted over 2300 Willsdrafting of International Willsaccepted various nominations by First National Bank and other third parties as Executorreferral Estates from various Firms of Attorneysassisting / acting as Administrator for various Firms of
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Deceased Estates Process Course: Last Will & Testament
Lecture 2 Course Material
Lecture 3 Part 1
Lecture 4 Part 2
Lecture 5 Ending
Estate Administrators


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