Overcoming Delays in Deceased Estate Administration
Exactly a year ago, the Master of the High Court introduced an online system for registering deceased estates, aiming to reduce long queues and improve turnaround times. However, a year later, we still note persistent backlogs—both online and manual—delaying asset transfers and leaving beneficiaries in financial limbo.
Key Issues Noted
Backlogs in online and manual systems
Despite the introduction of online registration, backlogs still persist. Manual processes remain unquantified but reportedly chaotic.
Technical challenges
System downtimes and slow verification processes delay estate registrations at the outset, as verification via the Department of Home Affairs is crucial.
Institutional inefficiencies
Missing documents, poor communication, and delayed actions within the Master’s Office exacerbate frustrations.
Stakeholders, including banks and attorneys, also contribute to delays, as seen in cases of lost original wills or mismanagement.
Impact on Beneficiaries
Beneficiaries face significant financial hardships, unable to access assets like investments or properties needed for daily living.
Practical Solutions for Accountants
There are some practical ways you can assist clients to mitigate the impact of delays. These are listed below.
Prepare documents proactively
Ensure all necessary documents, such as certified IDs, death certificates, and original wills, are prepared and securely submitted to reduce potential disputes or delays. The list of documents are available on the Master’s website here.
Follow-up and escalation
Regularly follow up with the Master’s Office and use escalation channels for unresolved cases.
Client education
Educate clients on the importance of proper estate planning, including keeping original wills secure and exploring options like living trusts to minimise reliance on formal estate administration.
Advocacy for digital transition
Encourage clients to use the online registration system and stay informed about upcoming enhancements, such as digital complaints management and online submission of liquidation accounts.
Support Financial Needs
Guide beneficiaries on accessing interim financial relief, such as applying for advances on pension funds or alternative financing options during the estate finalisation process.
