Description

EasyForms® Online — Deceased Estate Forms

Generate every form the Master’s Office needs, from a single Information Sheet.

R249 per estate · 72-hour session · Instant online access · No software to install

EasyForms® takes the deceased’s details once and produces the complete set of Master’s Office forms, correctly filled and ready to print. Built by a Chartered Accountant and Registered Auditor with close to 40 years of focused deceased-estate experience, every output is aligned with the Administration of Estates Act 66 of 1965.

What you get

A single Information Sheet drives the generation of all the forms required to report a deceased estate to the Master of the High Court — including:

• J294 — Death Notice
• J190 — Acceptance of Trust as Executor
• J155 — Acceptance of Master’s Directions (small estates)
• J192 — Particulars of Next-of-Kin
• J243 — Inventory
• and supporting affidavits, declarations, nominations, the List of Creditors, and MBU 19 (life partnerships) — automatically included when applicable.

Print each form individually, or download the complete bundle as one combined PDF with internal bookmarks — ready to file at the Master’s Office.

Built-in intelligence

EasyForms® is more than a form-fill tool. It applies the legal logic that experienced practitioners apply automatically:

• Automatic ID validation — enter a 13-digit South African ID and the system validates it, then derives date of birth, gender, and citizenship. No more retyping the same data into every form.
• Section 18(3) detection — the system calculates total estate value and, where assets are R250 000 or less, automatically switches to the small-estate path (J155 + supporting documents) and hides the forms that don’t apply.
• Bond of Security logic — J262 is shown only when required, applying the Master’s exemptions correctly.
• Solvency-aware Creditors list — the List of Creditors header text changes automatically depending on whether the estate is solvent or insolvent.
• Smart “Print all forms” — produces a single combined PDF with internal bookmarks, ready for filing at the Master’s Office.

Privacy and data handling

• All data is stored on a private session — nobody else can access your unique link.
• POPIA-compliant data handling.

EasyForms® is a registered trademark of Optima Systems (Pty) Ltd. Sessions are sold by Optima Executors (Pty) Ltd under licence