Estate Planning: Marital Regimes & Assets of Testator/Testatrix Course

Product Details

In South Africa, a person can leave assets to whoever they like, although this freedom of testation can be affected by the matrimonial property regime. The marital regime must be taken into consideration during the estate planning process to ensure that the will is aligned with the rights and obligations that flow as a consequence of the marriage.

Identifying assets belonging to the Testator / Testatrix and compiling possible administration costs on date of death will give the client an overview of what exactly his / her estate will look like.

During the course, the following topics will be discussed:

Marital Regimes and the impact on assets
Assets of Testator / Testatrix
Interest in Companies / Close Corporations
Claims
- Debtors
- Monies owned
- Creditors
- Loan Accounts
The Costs of potential Administration Costs
Possible cash contribution
Credit Life
Life Cover
Outstanding bond and the impact on the surviving spouse / co-owner

All Included:

Video presented course
Downloadable course material
Certificate of training
SAIT Accredited - 2 Verifiable CPD points

Hennie Fritz 19/11/2025

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Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

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Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

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It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

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Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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