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Essential Estate Forms

Managing a deceased estate requires the correct documentation to ensure a smooth, compliant reporting process with the Master of the High Court. At Optima Executors®, we make it easier to access and complete the essential estate forms needed to register and administer an estate efficiently.

This page provides access to key prescribed forms required during the estate reporting and administration process — helping executors, family members, and estate professionals move forward with clarity and confidence.

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EasyForms® simplifies the completion of prescribed forms required to report and register a deceased estate with the Master of the High Court.
By capturing information once and automatically generating the required documents, EasyForms® saves time, reduces errors, and ensures a professional, compliant result.

J155 Undertaking and Acceptance of Masters Directions

J187 L&D Lying for Inspection
J190 Acceptance of Trust as Executor
J192 Affidavit Particulars of Next-of-Kin
J193 Notice to Creditors
J243 Inventory
J262 Undertaking & Bond of Security
J294 Death Notice
MBU19 Affidavit Permanent Life Partnership
Nomination to act as Executor or Master’s Representative Appointment Affidavit
Declaration Subsisting Marriages

Specialist Support for Families & Professionals

Optima Executors® combines professional expertise with genuine care, helping families navigate estate administration with confidence and peace of mind.

For Families & Loved Ones

We support families with:

  • Full deceased estate administration

  • Tax compliance and advisory

  • Transparent communication and progress updates throughout the process

For Estate Practitioners & Professionals

We partner with legal and financial professionals by providing:

  • Capital gains tax calculations

  • Company valuations for estate duty

  • Estate administration technical support