We will assist you with compassion and keep you updated with the progress made during the administration of the estate of your loved one.
For Families &
Loved Ones
- Full administration of deceased estates
- Tax advisory and regulatory compliance
- Transparent communication and regular process updates
For Professionals &
Estate Practitioners
- Capital Gains tax advisory and calculations
- Company valuations for estate duty and compliance
- General estate administration support
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Jannie Rossouw
Trusted Estate Specialist
Jannie Rossouw is a chartered accountant and registered auditor and takes the lead at Optima Executors. He has been involved in estate planning and the administration of deceased estates for the past 30 years. He takes an interest in every deceased estate. Jannie’s personal experience after his wife passed away in a hit-and-run incident means that he can relate to your needs and concerns and understands the importance of a proper estate plan and a well drafted last will and testament.
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Annerie Jooste
Compassionate Estate Administration
From handling legal paperwork and liaising with financial institutions to ensuring fair distribution of assets, Annerie approaches each estate with care and diligence. Her clients appreciate her ability to manage complex situations with grace, helping them feel informed and at ease throughout the process.
More than just an experienced administrator, Annerie is a compassionate partner who genuinely cares about making the winding-up process as smooth and stress-free as possible.
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Miemie van Wyk
Trustworthy Tax Practitioner
Her work includes personal income tax, accounting, estate administration, and direct interaction with SARS – including tax return preparation and query resolution. She also specialises in reporting deceased estates to SARS, including coding estates as deceased and obtaining the Deceased Estate Compliance (DEC) letters. She works closely with individuals, freelancers, and small business owners.
Miemie is known for her diligence, reliability, and approachable manner, consistently delivering accurate, practical, and compliant solutions.
- Protecting Your Assets, Honoring Your Wishes
Wills & Testaments
Estate Planning
Estate planning ensures that your assets are protected and transferred according to your wishes while minimising costs and taxes.
Estate Administration
Taxation Service
- The Future of Estate Administration
EasyForms®
Handling an estate requires the completion of key legal forms to ensure a smooth, compliant administration. Form the death notice and executor appointment to next-of-kin details and inventory, these forms are essentials for the efficient and prompt registration of the estate with the Master of the high Court.
EasyForms® automates the completion of prescribed estate forms, saving valuable time and ensuring a professional, consistent result while reducing the risk of errors from re-entering repetitive information.
Designed not only for estate professionals, EasyForms® is also valuable tool for next-of-kin who wish to report the death of a loved one – ensuring completeness, correctness and legal compliance from the start.
EasyEstate®
Easy Estate® is designed specifically for the deceased estate practitioner – with the recognition that much of the day-to-day administration is typically delegated within the practitioner’s team.
The system provides step-by-step guidance through the entire estate process: from take-on, liquidation and distribution, income and expenditure, and estate duty, to taxation and reporting. It is built to minimise commonly made errors, promote completeness and reduce the likelihood of rework or referrals by the Master’s Office.
Whether used directly by the practitioner or by a trusted team member, EasyEstate® ensure a structured workflow, reduces administrative burden and errors, and supports full compliance with legal requirements.
- Essential Estate Forms
- Words from Our Clients