Executor case workflow
Open executor cases, seed the Master/SARS task sequence, capture actual estate administration entries and generate Final L&D preparation worksheets.
Linked clients
Select a client estate you are authorised to view or administer.
Select a client estate
Case actions will appear here once a client is selected.
No case selected.
Actual administration entries
Capture estate income, expenses, SARS payments, claims and voucher references for the L&D worksheet.
Select a case to view entries.