Simplifying Deceased Estate Liquidation & Distribution with Automation Course

Name: Simplifying Deceased Estate Liquidation & Distribution with Automation Course
SKU: 00824
Price: 487.5 ZAR
Availability: InStock

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SKU 00824

R487.50

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Simplifying Deceased Estate Liquidation & Distribution with Automation Course

Store/Self-Study Courses

Product Details

Join us for an insightful session where we demonstrate how to practically draft a Liquidation & Distribution (L&D) account using new, automated L&D Pro software.

This session will guide you step-by-step through capturing estate details, recording assets and liabilities, balancing accounts, and generating a compliant final L&D account ready for submission.

The course includes live Q&A and interactive support, making it ideal for practitioners who want to streamline estate administration and reduce drafting errors.

Topics Discussed:

Live software demonstration & guided drafting (step-by-step drafting on-screen):

Capturing estate details (deceased info, executor, etc.)
Recording assets & liabilities (movable, immovable, claims in favour, administration costs, claims against)
Recapitulation statement – automated balancing
Distribution account – calculating heirs’ shares
Income and expenditure account

Generating the final L&D account for submission

Q&A & Interactive Support for software (within the session’s timeframe)

Practical & theoretical questions welcome
Troubleshoot estate-specific challenges

Presented by: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)

Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.

All Included:

Recording of the session
Q&A with the presenter
Downloadable course material
Certificate of training
Assessment (optional)
SAIT Accredited (2 Verifiable CPD Hours)

Hennie Fritz 19/11/2025

Email submission

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

Facebook

Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

email submission

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

Email Submission

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,

Bookings

Simplifying Deceased Estate Liquidation & Distribution with Automation Course

Biz Facility

Hennie Fritz 19/11/2025

Shivali Pema 10/11/2025

Hendri Fritz 30/10/2025

Belinda Viviers 31/10/2025

Rodney Ndungase Chauke 17/08/2023

Ushen 18/05/2023

Zillah Abel 08/05/2023

Barbara Theron 24/04/2023

Melanie Thompson 13/04/2023

Evette 05/04/2023