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estate planning
14
May

What Is a Liquidation and Distribution Account in a Deceased Estate?

May 14, 2026,
The Liquidation and Distribution Account — often referred to simply as the “L&D account” — is one of the most important documents in the administration of a deceased estate in South Africa. It is the formal accounting of everything the executor has done: every asset collected, every debt settled, every cost paid, and every rand...
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05
May

How Your Marriage Contract Affects Your Estate

May 5, 2026,
Most South Africans know that a marriage contract determines how assets are shared between spouses during the marriage. What fewer people realise is that your marriage contract also has profound implications for what happens to your estate when you die. Understanding the connection between your matrimonial property regime and your estate planning is not optional...
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28
Apr

How to Update Your Will in South Africa

April 28, 2026,
Most South Africans who have a will drafted it once — perhaps when they bought their first home or had their first child — and have never looked at it since. If that sounds familiar, your will may no longer reflect your life, your wishes, or the people you want to protect. Or, you never...
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23
Apr

What Happens to Your Retirement Fund When You Die?

April 23, 2026,
For many South Africans, a retirement annuity, pension fund, or provident fund represents one of the most significant assets they have built over a lifetime of work. So it makes sense to ask: what actually happens to that money when you die? The answer surprises most people — and it has significant consequences for how...
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20
Apr

Antenuptial vs Postnuptial Contracts: Comparison

April 20, 2026,
If you’re getting married in South Africa, your marriage will automatically fall under the “community of property” system unless you take legal steps to opt out. This means your assets and debts will be combined with your spouse’s. To avoid this, you can choose between an antenuptial contract (ANC), signed before marriage, or a postnuptial...
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20
Apr

Executor Duties for Movable Assets

April 20, 2026,
When someone in South Africa passes away, their movable assets – like bank accounts, vehicles, jewellery, and furniture – must be managed and distributed according to legal procedures. This responsibility falls on the executor, who is appointed to administer the deceased’s estate. Executors must follow the Administration of Estates Act 66 of 1965, ensuring proper...
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06
Jan

Selling Property from a Deceased Estate: What You Need to Know

January 6, 2026, ,
When selling property from a deceased estate in South Africa, the process is more complex than a regular property sale. It involves strict legal procedures to protect the estate and ensure fair distribution to beneficiaries. Here’s a quick breakdown of what you need to know: Executor Appointment: Only the appointed executor, authorised by the Master...
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