Estate administration is a chain of dates hanging off events that are often recorded, and corrected, weeks apart. AttorneyOS stores no computed deadline at all: each one is worked out when the page is read, from the event it actually depends on — the date of death, the date Letters were issued, the date each advertisement was published. Correct any of those and everything hanging off it moves with it, because there was never a date written into a column for somebody to forget. The periods come from the Administration of Estates Act 66 of 1965 and the Master's published guidance: report within 14 days of death, section 18(3) where the Master may dispense with Letters, the section 29 claims period from publication, the liquidation and distribution account within six months of Letters, and the section 35(5) inspection period. They are defaults the firm overrides per estate, not legal advice.
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Every step below is a screen in the product today, not a roadmap.
Open the estate with the date of death and the first duty is dated off it: report to the Master within 14 days. Correct the date of death later and that date moves, because it was never stored.
Record whether the Master issued Letters of Executorship or letters of authority under section 18(3). A section 18(3) estate drops the section 29 and section 35 chain from the timeline, because that chain does not bind it. The liquidation and distribution account is due six months from Letters, so that date follows the day you record.
Record the section 29 advertisement and the claims period runs off the publication date you entered, with the day it closes shown as a date that arrives by the calendar rather than a task somebody has to remember to do.
Assets, liabilities and creditors' claims are captured against the estate — what the liquidation and distribution account is built from — with the Master's extension recorded when it is granted.
The account lies open for not less than the section 35(5) period from its advertisement. Then the Master's approval, the distribution to heirs, and the estate finalised, each recorded on the file. Estates carrying an overdue step lead the list rather than hiding in a column.
Open the estate against a matter and money received sits on that matter's client trust ledger, where it cannot overdraw and is reconciled monthly like any other trust money.
How it works →VAT-aware fee notes raised against the estate's matter, statements showing what is held in trust, and a reminder ladder for anything outstanding.
How it works →Expenses with receipts, the VAT201 pack, bank reconciliation and a year-end pack, from the same records the estate work posts into.
How it works →An immovable asset that must transfer runs on the conveyancing workbench, with its own costs account, its stages and its deadlines.
How it works →The Administration of Estates Act 66 of 1965 and the Master's published guidance: report within 14 days of death, the section 29 claims period from publication, the liquidation and distribution account within six months of Letters, and section 35(5) inspection of not less than the period recorded. Each is a default the firm can change per estate.
Correct it and everything that hangs off it moves. No deadline is stored as a date in a column — each is worked out from the event it depends on when the page is read — so a correction cannot leave a stale one behind. Which dates move depends on which event you corrected: the date of death carries the 14-day report, the date of Letters carries the account, and each advertisement carries its own period.
Yes. Record the appointment as letters of authority under section 18(3) and the section 29 and section 35 steps come off the timeline, because those steps do not bind that estate. The threshold itself is a configured figure, since thresholds are amended by notice.
The free executor fee calculator on this site works out the tariffed fee, VAT, the Master's fee and estate duty, and estate agents and families use it. Inside the workspace the fee is billed as a fee note against the estate's matter.
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