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所在平台: Udemy |
课程主页: https://www.udemy.com/course/deceased-estates-process-course-reporting-deceased-estate/
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Coursera 课程总结：遗嘱认证与遗产管理（Deceased Estates: Reporting deceased estate） 本课程由经验丰富的遗产管理专家 Lize Muller 主讲，旨在为学习者提供关于处理已故人士遗产的全面指导。课程涵盖了从死者去世到遗产被正确、及时地管理的整个流程。 **课程核心内容：** * **遗产管理流程：** 详细讲解有遗嘱（Testate Estates）和无遗嘱（Intestate Estates）遗产的管理程序。尽管两者细节有所不同，但核心流程相似。 * **法律依据：** 强调遗产管理需依据《1965年遗产管理法》（Administration of Estates Act no 66 of 1965）。 * **关键申请与文件：** 重点介绍如何避免延误，及时获取遗嘱执行人证书（Letters of Executorship）或授权书（Letters of Authority），特别是价值低于 R250,000 的小型遗产（Section 18(3）estate）。 * **报告文件填写：** 指导学员正确填写报备所需文件。 * **必要文件清单：** 明确列出申请时所需的文件，包括结婚证明、死者身份证、死亡证明、遗嘱执行人身份证等。 * **模板示例：** 提供实用的文件模板，如死亡通知书（Death Notice）、遗嘱认证处指示（Master's Directions，适用于小于 R250,000 的遗产）、遗嘱执行人接受书（Acceptance of Executor，适用于大于 R250,000 的遗产）、遗产清册（Inventory）、近亲宣誓书（Next of Kin affidavit，仅限无遗嘱遗产）、提名书（Nomination，无遗嘱遗产或备用遗嘱执行人）以及致遗嘱认证处信函（Letter to Master of the High Court）。 **讲师介绍：** Lize Muller 自 2001 年起一直从事遗产管理工作，拥有法学文凭和多项相关专业认证。她拥有丰富的实践经验，包括处理大量有遗嘱和无遗嘱遗产、担任顾问、处理复杂的遗产案例、涉及高等法院诉讼、PIE 申请、国际遗产（英国、德国、苏格兰、西班牙）以及起草各类遗嘱。她曾被多家知名机构（如 First National Bank）指定为遗嘱执行人，并与多家律师事务所合作。 **课程特色：** * 视频授课 * 提供可下载的课程材料 * 颁发培训证书 * 可选的评估 * 可获得 3 个 CPD 学分 本课程适合所有希望深入了解遗嘱认证和遗产管理流程，并掌握所需技能的学习者。
This session provides valuable information to ensure that the correct procedure is followed once a deceased has passed away and the estate is correctly and timeously administered.Clients with Wills and clients without Wills will approach you at the time of death to assist with the administration process.The administration process for both testate estates (those passing away with a valid Last Will and Testaments) and intestate estates (those who passed away without a valid Last Will and Testament) is very similar.After the death of the Testator / Testatrix, his / her assets then becomes the deceased estate, which assets must be administered and distributed in terms of the Administration of Estates Act no 66 of 1965.To avoid any unnecessary delays in obtain the Letters of Executorship or Letters of Authority in a section 18(3) estate where the value of the assets are less than R250 000 - it is of the utmost importance to ensure that the correct information and documentation is forwarded to the Master of the High Court with the application for Executorship / Master's Representative.Topics Discussed:Correct completing of reporting documentation.Required documentation:Marriage certificateID of deceasedDeath certificateID of ExecutorLetter to MasterTemplates provided:Death NoticeMaster's Directions (estate smaller than R250 000)Acceptance of Executor (estate larger than R250 000)InventoryNext of Kin affidavit (intestate estates only)Nomination (intestate estates only or alternative Executor)Letter to Master of the High CourtAll Included:Video presented courseDownloadable course materialCertificate of trainingOptional assessment3 CPD points-----------------------------------About the presenter:Lize MullerLize is seasoned in the Administration of Deceased's Estates as she has been administering deceased estates since 2001. Lize has an AIPSA Diploma in Insolvency Law and obtained a certificate in Administration of Deceased's Estates, Continuing Legal Education and the Law Society of South Africa.Lize has now decided to share her vast knowledge on the subject to learners wanting to embark on this journey.Some achievements throughout her career:over 220 appointments as Executor in both Testate and Intestate Estatesact in advisory capacity to other appointed Executors as to estate administrative requirementshave held appointments in various complicated Estatesvarious Estates which included successful High Court Litigation in relation to heir and beneficiary disputesvarious Estates which included successful PIE Applicationsassisted with International Estates, including UK, Germany, Scotland and Spain by obtaining local appointmentsdrafted over 2300 Willsdrafting of International Willsaccepted various nominations by First National Bank and other third parties as Executorreferral Estates from various Firms of Attorneysassisting / acting as Administrator for various Firms of
