Deceased Estate · Administration Calculator

How much will it cost to wind up this estate?

An indicative estimate of executor's fees, estate duty, and administration costs — calibrated to South African practice (Administration of Estates Act + Estate Duty Act). The headline insight is whether the estate has enough cash to cover its costs.

Enter best estimates — you can refine later when full administration begins.

1. Estate assets

Everything the deceased owned at the date of death.

Property

Bank accounts

Investments

Vehicles

Personal assets

2. Deemed property

Items treated as part of the estate for duty purposes — s 3 of the Estate Duty Act.

Life policies

Retirement benefits

Accrual claims

Other deemed

3. Liabilities

Debts owed by the estate — reduces both the dutiable amount and net distribution.

Outstanding bond(s)

Loans

Outstanding tax

Funeral costs

4. Available cash

Liquid funds the executor can access immediately (cash on hand, transmission accounts).

Immediately accessible

5. Post-death income (monthly estimate)

Income accruing after date of death — rental, interest, dividends. Used for the 6% executor's fee on income.

Total monthly income

6. Estate-duty inputs

Optional. Spousal deduction (s 4(q)) and rollover (s 4A) can dramatically change the duty owed.

Allowable deductions

Spousal deduction (s 4(q))

Apply spousal rollover (R7m combined § 4A abatement)Executor is VAT-registered (adds 15% VAT to fees)

Enter the deceased's assets, liabilities and a few estate-duty inputs to see executor's fees, duty, and the all-important liquidity check.

This is an estimate. Final values depend on formal administration and SARS assessment. Estate administration is governed by the Administration of Estates Act 66 of 1965; estate duty by the Estate Duty Act 45 of 1955.