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Advome South African legal workflow intelligence
Letter of executorship / authority

Track the Master’s appointment outcome.

This page shows whether the estate received a letter of executorship or a letter of authority, whether the Master raised queries, and what the user must do before administration can begin.

This module provides procedural assistance and legal information for estate administration. It does not provide legal advice.

1. Appointment outcome

Show whether the estate received a letter of executorship or a letter of authority.

Branch point

Possible outcomes

  • Letter of Executorship issued
  • Letter of Authority issued
  • Master requested more documents
  • Appointment still pending

What the page should show

  • Which letter was issued
  • Whether the appointment is final
  • Whether queries remain
  • What must happen next

2. Appointment documents

Keep the issued appointment papers and any Master’s queries visible.

Will present
Yes / No
Letter issued
Executorship / Authority
Master queries
None / pending
Outcome letter copy
Attached / pending

3. If the Master raises queries

The workflow should keep the file open until the queries are answered and the correct letter is issued.

Common query areas

  • Missing supporting document
  • Unclear next-of-kin details
  • Inconsistency in names or IDs
  • Need for a corrected form

What the user should do

  • Read the query carefully
  • Upload the missing document
  • Resubmit the corrected item
  • Track the file until the letter is issued

4. Next step after appointment

Once the letter is issued, the file should move directly into the administration and bank account stage.

Ready for administration
Move forward The next page should help the user open the estate bank account, capture assets and liabilities, and start administration.

5. Questions panel

The user should be able to ask practical appointment questions here.

What is the difference between executorship and authority?

The page should show executorship for the fuller administration route and authority for the simpler route.

What if the Master asks for more documents?

Keep the estate open, fix the missing item, and wait for the appointment outcome to be finalised.

When do I start using the estate bank account?

That should begin after the letter of executorship or authority is issued.

What happens after the letter is issued?

The workflow should continue into administration, inventory, and the estate bank account stage.