Overview
The online registration of deceased estates is a critical first step in the estate administration process, enabling the formal reporting of a deceased estate to the Master’s Office and facilitating the appointment of an authorised representative. Understanding the applicable legislative framework, registration procedures, documentation requirements and appointment processes is essential for ensuring that deceased estates are reported accurately and administered in accordance with statutory requirements. This webinar will provide practical guidance on navigating the Department of Justice and Constitutional Development’s Online Services Portal, completing the registration process, and understanding the responsibilities associated with deceased estate administration.
Join Jako Liebenburg CA (SA) on the 8th of December 2026 from 10:00 am to 12:00 pm as he explores the Masters' Office Deceased Estate Online Registration System, providing practical insights into the electronic registration and reporting of deceased estates. The session will cover estate classification, the preparation and submission of prescribed documentation, application tracking, appointment procedures and the compliance obligations applicable to deceased estate administration. Attendees will gain the knowledge needed to assist clients through the registration process, minimise submission errors and understand the legal authority and responsibilities arising from the appointment of an estate representative.
Learning objectives
Attending this webinar will equip you with the following skills:
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Navigate the Master’s Office Online Services Portal by creating a user profile, capturing estate particulars and submitting deceased estate registration applications electronically.
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Identify and prepare the prescribed forms and supporting documentation required for deceased estate reporting, including the requirements for lodging original wills and codicils.
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Distinguish between section 18(3) small estates and estates requiring Letters of Executorship, based on the applicable estate classification criteria.
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Monitor the progress of online applications, respond to queries from the Master’s Office, and correct or resubmit applications where necessary.
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Understand the legal authority and responsibilities of appointed estate representatives, including asset collection, settlement of liabilities, protection of beneficiaries and lawful distribution of estate assets.
Content
The webinar will cover the following topics:
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Legislative Framework and Deceased Estate Reporting
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Applicable legislation, regulations and Chief Master’s Directives governing deceased estate administration.
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Statutory reporting obligations, prescribed timeframes and jurisdiction of the relevant Master’s Office.
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Testate and intestate estates and the legal implications of each.
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Estate Classification and Administration Processes
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Estate valuation: gross estate value and assessment of estate assets.
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Section 18(3) small estates: eligibility criteria and applicable administration procedures.
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Estates requiring Letters of Executorship and formal estate administration.
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Master’s Office Online Services Portal Registration
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User authentication, profile creation and practitioner registration.
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System access and navigation of the online registration platform.
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Capturing deceased estate particulars and reporting information.
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Prescribed Reporting Documentation and Supporting Evidence
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Completion of prescribed forms and supporting documentation.
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Required documentation relating to the deceased, heirs, beneficiaries, assets and liabilities.
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Original wills and codicils: physical lodgement requirements.
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Common documentation errors and submission deficiencies.
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Electronic Application and Submission Process
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Capturing estate particulars and relevant information.
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Electronic document uploads and system validation.
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Application submission and confirmation of registration.
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Screening, Appointment and Legal Authority
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Examination and verification of submitted applications by the Master’s Office.
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Security requirements and compliance with appointment conditions.
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Letters of Authority for section 18(3) estates.
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Letters of Executorship for estates requiring formal administration.
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Legal authority to act on behalf of the deceased estate.
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Application Tracking, Query Resolution and Resubmission
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Monitoring application status through the online portal.
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Responding to queries and requests for additional documentation.
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Correcting application errors and resubmitting incomplete applications.
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Managing delays and administrative follow-ups.
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Post-Appointment Estate Administration and Compliance
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Collection and safeguarding of estate assets.
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Identification and settlement of estate liabilities and creditors.
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SARS tax compliance and applicable estate tax obligations.
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Preparation of estate accounts and accounting obligations.
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Distribution of assets to heirs and beneficiaries in accordance with the law.
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Protection of beneficiary interests and fiduciary responsibilities.
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Practical Application and Risk Management
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Practical demonstration of the online deceased estate registration process.
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Case studies illustrating section 18(3) and formal estate administration.
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Compliance controls, professional responsibilities and risk mitigation.
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Confidentiality and protection of personal information in accordance with POPIA.
Obtaining your CPD certificate
This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.
All attendees are issued with a CPD certificate available in an online profile.
About the presenter
Jako Liebenberg CA(SA)
Jako was born in Port Elizabeth and matriculated in 1993 from Grey College in Bloemfontein. He became a Chartered Accountant and Registered Public Auditor in 2001 after completing his training period. Jako’s entire career has been in Public Practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012.
Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development.
Jako serves as an Assessor the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees. He also serves on the executive committee of the SA Bisley Union and is very active in the promotion of shooting sport through the development of young shooters.
Who should attend?
The following persons will benefit from attending this webinar:
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Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.
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Independent reviewers.
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Registered auditors.
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Compilers.
Price
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R 450.00 - Online admission - Individual.
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Group Price 1 - From R337 per person (up to 5 users)
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Group Price 2 - From R260 per person (up to 10 users)
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Group Price 3 - From R224 per person (over 11 users)
Steps to register for the event:
If you already have a profile, login and register for the webinar.
If you don’t have a profile, create a free profile then login and register for the webinar.
Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).
Click here to find out about the Technical Resource Centre & CPD Subscription options.
Additional material
By attending this webinar you will be provided with:
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A summarised slide presentation.
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Reference documents and/or course material where available.
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You can ask questions during the webinar and you will also have access to the presenter after the webinar
Corporate training solutions
At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.
Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.
Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals.
Contact us
Have any questions or need any assistance? Contact us today!
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Online chat through our website.
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WhatsApp: Start chatting (+27635026114)
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Phone: 010 593 0466
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E-mail: ticket@accountingacademy.co.za