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The Chartered Show

Season 1 Episode 3: Part One

What is in your control when winding up an Estate?

The winding-up of a loved one’s estate can often be frustrating and time-consuming. Certain things, such as the backlog at the Master’s Office and delays at SARS, are simply out of our control. Kerryn Frank, Director of Chartered Legacy and Trust, discusses the practical steps that individuals can take to ensure the smooth winding up of their estates, including having their tax affairs up to date, making sure SARS has their correct ID number, original vehicle registration papers and the importance of having your shares materialised for them to be sold or transferred.