Estates and Trust Paralegal

2 weeks ago


Cape Town, Western Cape, South Africa Leap Recruitment Full time
My client a well established law firm is seeking a competent Estates and Trusts secretary/paralegal to join their team.

Duties and responsibilities of the position include but are not limited to:
Estates

  • Compiling and completing documents to report a testate and intestate estate
  • Opening and managing estate bank account(s) including, loading payments, paying creditors and reconciling same.
  • Preparing and placing the necessary advertisement in the press (local newspaper) and government gazette, Section 29 & 35 adverts.
  • Preparing standard letters to banks, creditors and debtors to go on record.
  • Collating details for valuation of assets, collate details in respect of creditors
  • Drafting of basic Liquidation and Distribution Account and collating supporting documents for submission to Master.
  • Compiling vouchers in preparation of tax returns, computing basic tax returns (recommended), and rudimentary capital gains tax calculations (recommended).
  • Preparing accompanying documents to effect transfer of assets e.g. Cessions; share/collective investment transfer; motor vehicle transfers and policy transfer.
  • Preparing and delivering instruction and documents to Real Estate Department to effect transfers of immovable property.
Trusts

  • Drafting basic resolutions.
  • Assisting with the registration of new trusts in relation to the preparation of the necessary documents for lodgement with the Master
  • Assisting with the appointment of trustees, resignations etc.
  • Assisting with the registration of amendments to trust deeds
Wills

  • Maintaining the register and filing of all wills.
  • Delivering original Wills to the Master.
  • Drafting of basic wills.

Job Types:
Full-time, Permanent

Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)
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