Optima Executors has developed a unique application which automates the process of completing the myriad of deceased estate and trust forms. With EasyForms, the deceased estate practitioner completes a once-off data sheet that produces all of the required deceased estate and trust forms. It does not only save time completing the relevant forms, it also ensures a professional look and prevent the time consuming process and errors of entering the same repetitive data manually on each form.
EasyForms is currently being finalised and will be available soon.
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It is in your interest to complete the required forms correctly. If you do not know the answer to a question, do not leave it blank – type “unknown.” If a specific field does not apply, type “not applicable.” Incomplete forms can cause an unnecessary delay in the finalization of the administration process.
To read more on the general requirements to report a deceased estate, visit: How to report a deceased estate at the Master’s Office