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Advome South African legal workflow intelligence
Distribution & closure

Distribute the estate and close the file.

This final estates page helps the user move from an approved L&D account to payment of creditors, transfer of assets, beneficiary distribution, and file closure.

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

1. Final distribution

Use the approved L&D account to distribute the estate according to the will or the law.

Final route

What remains

  • Pay creditors
  • Transfer assets
  • Pay beneficiary entitlements
  • Complete tax or admin steps

What the page should show

  • Distribution ready
  • Outstanding objections
  • Master approval status
  • File closure status

2. Closure checklist

Show the last steps the executor must finish before the matter is archived.

Creditors paid
No / yes
Assets transferred
No / yes
Beneficiaries updated
No / yes
Final receipts filed
No / yes

3. File closure

The estate should stay open until all practical steps are complete and the file can be closed safely.

Nearly done
Closure rule The file can only be marked closed when the distribution is complete, the estate account is settled, and no pending issue remains.

4. Archive summary

Give the user a plain-language wrap-up of the whole estate journey.

Archive summary The estate has progressed through reporting, lodgement, appointment, inventory, banking, advertising, and L&D preparation. Final distribution is now the last remaining step before the file is closed.

5. Questions panel

The user should be able to ask practical final-stage questions directly from this page.

When can the estate be closed?

Only after distribution is complete and there are no remaining objections or unresolved tasks.

What if a creditor still has not been paid?

Keep the file open and show the unpaid claim until it is resolved.

What if the Master still has queries?

The matter should stay active until the queries are answered and the file is properly finalised.

Can this be archived automatically?

The page should only allow archiving when the closure checklist is complete.