Estate Late Valuations | Deceased Estate Valuation Services

When managing a deceased estate, one of the first and most important steps is determining the accurate value of the assets. At Alpha Valuations, we provide independent, defensible estate valuations to support executors, heirs, trustees, and legal professionals.

Our deceased estate valuation services are trusted for their accuracy and compliance with SARS, the Master of the High Court, and other estate administration requirements. Whether you’re dealing with immovable property, private company shares, or investment portfolios, we ensure a fair, market-reflective valuation, helping reduce tax risk and simplify distribution.

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Why Accurate Estate Valuations Matter

In the administration of a deceased estate, accuracy is everything. Estate valuations form the foundation for tax calculations, asset distribution, and legal compliance, and mistakes can be costly.
Whether you’re an executor, heir, or advisor, having a professionally prepared, defendable deceased estate valuation protects all parties and ensures peace of mind during a sensitive time.

Estate valuations can be beneficial for:

SARS Compliance: Estate Duty and Capital Gains Tax (CGT) calculations require up-to-date and supportable valuations.
Fair Distribution: Prevent disputes by assigning equitable value to assets distributed among heirs or beneficiaries.
Executor Protection: Limit personal liability by relying on professionally calculated market values.
Transparency: Keep heirs, SARS, and courts informed with clear, well-documented valuation reports.

When You May Need Estate Late Valuations

Estate valuations are often triggered by specific events or responsibilities that arise during the winding up of an estate. From the passing of a loved one to the transfer of business interests or property, a deceased estate valuation provides clarity, ensures fairness, and satisfies SARS and legal reporting requirements.

If you’re facing any of the scenarios below, a formal valuation may be essential:

Death of a spouse, parent, or shareholder
Estate duty calculation and filing with SARS
Transfer of business shares or assets held in a trust
Asset reallocation in terms of a will or intestate succession
Resolving disputes over estate division

Assets We Value in an Estate Late

We provide comprehensive valuations across a wide range of estate assets, including:

Private company shares or business interests

Commercial property

Investment portfolios

Loan accounts, trusts, and inter-company receivables

Intellectual property or licensing rights

SARB, LEGAL AND STATUTORY VALUATIONS

This service is aimed at clients who need the opinion of an expert valuer for statutory, regulatory, or legal purposes or for arriving at negotiated settlements of disputes.

Our SARB, Legal and Statutory Valuations experience includes:

Expert Witness Services
Intellectual Property Valuations
Divorce Proceedings
Exchange Control Approvals
Companies Act Section 38 Requirements
Taxation Valuations

To find out more about our these services, get in touch.

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Frequently Asked Questions

What is a deceased estate valuation?

A deceased estate valuation is a formal assessment of the value of all assets and liabilities in a person’s estate at the time of their death. It is used for estate administration, probate, tax compliance, and asset distribution.

How is estate duty calculated in South Africa?

Estate duty is charged at 20% (or 25% on the value of the estate that exceeds R30 million) on the dutiable portion of the estate. Accurate estate valuations ensure you only pay what’s legally required.

What is a probate valuation?

A probate valuation is the legal process of assessing the value of a deceased person’s assets to be distributed.