Deceased Estates

Careful handling
when life gets complicated.

Dealing with the financial affairs of someone who has died can feel overwhelming.
There are tax returns to finalise, SARS requirements to navigate and professionals to coordinate — often at a time when families already have enough to deal with. Numberwize helps executors and families manage the accounting and tax side of a deceased estate with care, clarity and professionalism

Getting the service you need:

Services

Deceased Estates

Deceased Estate Tax

We prepare and submit the necessary tax returns and assist with outstanding SARS matters relating to the deceased estate.

SARS Administration

We communicate with SARS regarding registrations, outstanding matters, compliance requirements and correspondence.

PROFESSIONAL LIAISON

We work alongside executors, attorneys, financial advisers and other professionals involved in the estate

Final Tax Compliance

We help ensure the necessary tax obligations have been addressed so that the estate can progress towards finalisation.

Frequently Asked Questions

Does a deceased person's tax affairs still need to be finalised? +
Yes. Outstanding tax returns and any other SARS obligations must generally be resolved before a deceased estate can be finalised. We assist with preparing and submitting the required tax returns and communicating with SARS where necessary.
Can you work with my attorney or executor? +
Yes. We regularly work alongside executors, attorneys and other professionals involved in the administration of deceased estates to ensure the tax and financial aspects are handled efficiently.
How long does it take to finalise the tax affairs of a deceased estate? +
The timeframe depends on the complexity of the estate and SARS processing times. We work to prepare and submit the required information as efficiently as possible and assist in resolving any outstanding tax matters.
Why should I use a professional to assist with a deceased estate? +
Deceased estates involve specialised tax and administrative requirements. Professional assistance helps ensure the necessary tax obligations are met, reduces delays and allows executors to focus on administering the estate with confidence.
What is a Deceased Estate Compliance Letter? +
A Deceased Estate Compliance Letter is issued by SARS once the deceased's tax affairs have been finalised and all outstanding tax obligations have been met. This letter is generally required before the estate can be finalised and distributed to beneficiaries.
Do I need to notify SARS when someone passes away? +
Yes. SARS records need to be updated as part of the deceased estate administration process. We assist with the tax-related requirements and communicate with SARS where necessary.

Not sure what you need?

That’s okay.

Tell us what’s going on and we’ll help you work out the next step.

talk to Numberwize

A personal Approach.

There is a person behind every set of financial records.
And sometimes there is a family behind them too.
We’ll help you understand what’s required and take care of the financial and tax details as carefully as possible.

Talk to Us About a Deceased Estate
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