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Deceased Estate and Tax Specialists

Expert support for attorneys, executors and families.

Trusted by Professionals • 30+ Years Experience

CHARTERED ACCOUNTANT (SA) | REGISTERED AUDITOR | TAX PRACTITIONER

Choose your area to learn more

optimatrust

For Families

Compassionate Estate Administration

Step-by-step guidance through the estate process with care and clarity.

optimatrust

Optima Auditors

Specialist Tax, Valuations & A Support

Expert solutions for executors & fiduciaries.

Tax
Valuations
SARS
Disputes
EasyForms® simplifies the completion of prescribed forms required to report and register a deceased estate with the Master of the High Court.

EasyForms®

Automated Estate Reporting

Create deceased estate forms in minutes – no paperwork needed.

Fast Easy Compliant Online

Why Work with Optima Executors?

30+ Years Experience

Trusted in estates & taxation

CA(SA) & RA(SA)

Qualified. Regulated. Proven.

Specialist Estate Tax

Accurate CGT & duty calculations

Trusted by Professionals

Attorneys & advisors refer with confidence

Need assistance with a deceased estate?

Click any section above or contact us directly for expert help.

Meet our Team

Jannie Rossouw

Estate Planning & Deceased Estate Specialist

Jannie Rossouw is a Chartered Accountant and Registered Auditor with over 30 years of experience in estate planning and the administration of deceased estates in South Africa.

As the lead at Optima Executors®, he combines technical expertise in accounting, taxation, and compliance with a hands-on, personal approach to every estate.

Having experienced personal loss himself, Jannie understands the importance of a properly structured estate plan and a professionally drafted Last Will and Testament — ensuring families are protected and supported during difficult times.

Annerie Jooste

Compassionate Estate Administration Specialist

Experienced estate administrator with over 18 years in legal and estate administration. Annerie supports families with empathy, clear communication, and careful attention throughout the winding-up process.

Miemie van Wyk

Experienced & Trusted Tax Practitioner

Qualified Tax Practitioner with more than 30 years of experience in tax and accounting consulting. Miemie delivers accurate, compliant tax solutions and specialises in SARS matters and deceased estate reporting.

Client Testimonials

“Thank you so much for all your hard efforts in making this happen, my mother’s late estate was so difficult but because of you it happened and It’s sorted out. Thank you for giving my mother something even in her grave it truly means alot to our family.”

NOZY MABOGWANE

“Optima Executors® guided our family through a very emotional and complicated estate process. Their communication was clear, professional, and compassionate from start to finish. We always felt supported and informed.”

SARAH MOKOENA

“Their attention to detail and tax expertise made a huge difference in finalising my father’s estate. Optima Executors® handled everything efficiently and professionally — I would highly recommend them.”

MICHAEL VAN DER MERWE