Job Advert Summary
To assist the Wills drafting Manager with the drafting of Wills.
To assist the Estates administrative Manager with the administration of Estates.
To undertake the administrative functions within each area.
Minimum Requirements
Education
BA LLB or equivalent legal degree
Knowledge and Skills:
An understanding of the Wills drafting process would be an advantage.
An understanding of the Estate administrative process would be an advantage.
Duties and Responsibilities
To learn the Wills drafting and Estate administration processes.
To draft legally executable Wills in accordance with the instructions received and relevant legislation, as per agreed standards and timelines, and identify any legal and financial risk elements that may occur in the administration of the estate.
To perform an execution check on signed Wills to ensure compliance with the Wills Act and best practice.
To accurately scan and categorise all incoming documents and mail daily (hard copies or electronic format) and despatch all letters and documentation daily, and update the attendant data/dashboard where applicable.
To follow up on all vouchers of assets and liabilities to draft the Liquidation and Distribution account as per agreed standards.
To follow up on proceeds of accounts in estates to be distributed and to collect funds according to the agreed standards and timelines, and follow up on all tax certificates required to finalise estate taxes.
Continuously and accurately collect and complete all documents for the transfer of firearms, vehicles, shares, investments and any other assets or liabilities as per agreed standards and timelines.
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