Owner - The Fiduciary Guy (Pty) Ltd
(2023-12)
- Run, attend, bring in new business and develop the business to grow.
- Attended to the administration of deceased estates from begin to end.
- Meet with clients to have prescribed reporting documents filled in and signed.
- Regularly visit the office of the Master of the High Court to report and obtain letters of executorship/authority.
- Also, attend to pending matters.
- Obtain section 42(2) endorsements. Draw up liquidation and distribution accounts, get them signed and submit.
- Attend to estate adverts.
- Attend to remaining queries requested by the master including transfer of immovable property.
- CGT
- Income Tax
- Estate Duty
Estate Consultant - Capital Legacy (Pty) Ltd
(2021-07 - 2023-11)
- Meet with clients to have prescribed reporting documents filled in and signed.
- Hand documents to the administrator to attend to the administration of the estate.
- Oversee and manage the estates process.
Fiduciary Specialist - KP Fiduciary Solutions (Pty) Ltd
(2018-06 - 2021-06)
- Attended to the administration of deceased estates from begin to end.
- Meet with clients to have prescribed reporting documents filled in and signed.
- Regularly visit the office of the Master of the High Court to report and obtain letters of executorship/authority.
- Also, attend to pending matters.
- Obtain section 42(2) endorsements. Draw up liquidation and distribution accounts, get them signed and submit.
- Attend to estate adverts.
- Attend to remaining queries requested by the master including transfer of immovable property.
- CGT
- Income Tax
- Estate Duty
- Other Taxes
- Drafting of Wills
- Estate planning
- Foreign Wills and Foreign Estates
- Drafting Letters of Wishes
Deceased Estates Administrator - AA Solwandle Attorneys
(2016-05 - 2018-06)
- Attended to the administration of deceased estates from begin to end.
- Meet with clients to have prescribed reporting documents filled in and signed.
- Regularly visit the office of the Master of the High Court to report and obtain letters of executorship/authority.
- Also, attend to pending matters.
- Obtain section 42(2) endorsements. Draw up liquidation and distribution accounts, get them signed and submit.
- Attend to estate adverts.
- Attend to remaining queries requested by the master including transfer of immovable property.
- Conveyancing
Deceased Estates Administrator - Schoeman Sejawane Grobelaar Inc
(2016-01 - 2016-05)
- Attended to the administration of insolvent deceased estates from begin to end.
- Meet with clients to have prescribed reporting documents filled in and signed.
- Regularly visit the office of the Master of the High Court to report and obtain letters of executorship/authority.
- Also, attend to pending matters.
- Obtain section 42(2) endorsements. Draw up liquidation and distribution accounts, get them signed and submit.
- Attend to estate adverts.
- Attend to remaining queries requested by the master including transfer of immovable property.
- CGT
- Income Tax
- Estate Duty
- Other Taxes
- Drafting of Wills
- Estate planning
- Foreign Wills and Foreign Estates
- Drafting Letters of Wishes
Financial Advisor - Liberty Life - Equfin
(2015-06 - 2015-12)
- Selling policies and other products in respect of Liberty.
- Estate planning
- Drafting of Wills
Chief Executive Officer - Gluco-Less
(2014-12 - 2015-06)
- Manage the day to day running of the company.
- Liase with potential new clients
- Ensure all departments are running smoothly
Risk Mitigation Officer - Absa
(2008-04 - 2014-12)
- Entailed debt collection
- Physically visit clients and try to rehabilitate their accounts, alternatively repossess the assets
- Also, open criminal cases against clients if they refused to disclose the whereabouts of the bank's assets
- Further, work very closely with the sheriff of the high court to uplift vehicles in terms of a warrant of delivery
Candidate Attorney - Singh And Gharbahran Attorneys
(2005-01 - 2008-04)
- Attended to the administration of deceased estates from begin to end
- Meet with clients to have prescribed reporting documents filled in and signed
- Regularly visit the office of the Master of the High Court to report and obtain letters of executorship/authority
- Also, attend to pending matters
- Obtain section 42(2) endorsements. Draw up liquidation and distribution accounts, get them signed and submit
- Attend to estate adverts
- Attend to remaining queries requested by the master including transfer of immovable property
Temporary Educator - Department Of Education Kzn
(2002-01 - 2004-12)
- Taught learners Technology, Afrikaans and Maths at Grade 7 level
- Also, coached cricket to learners and participated in organising out of school excursions for learners
