Estates and Trust Paralegal

6 days ago


Cape Town, 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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