Aletje van den Berg
Faerie Glen, Pretoria
Summary
Motivated Legal Professional experienced in estate planning and administration of deceased estates. Delivered informed estate planning solutions that enabled clients and Financial Advisors to make strategic decisions regarding wealth and life insurance structuring. Provided sound legal advice on complex estate administration issues, ensuring high standards of legal ethics and effective management of deceased estate processes.
Overview
15
15
years of professional experience
Work History
Associate Attorney
WF Bouwer Attorneys Inc.
Pretoria, South Africa
07.2024 - 06.2026
- Administration of Deceased Estates
- Drafting of Wills
- Estate Planning
Consulting and Managing Director
Nexus Fiduciary Services
Pretoria and Johannesburg, 0081
07.2015 - 06.2024
- Facilitated estate planning processes for clients, ensuring clarity and compliance with legal requirements
- Drafting of Wills
- Deceased Estate Administration
- Drafting liquidity calculations
- Engaged directly with clients and estate heirs to clarify needs and address uncertainties, enhancing client satisfaction
- Assisting Financial Advisors with Estate Planning
- Built and maintained courteous and effective working relationships
- Business Management, achieved service time and quality targets
- Identified issues, analysed information, and developed tailored solutions to effectively resolve client problems
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Actioned managerial feedback quickly to achieve performance goals.
Attorney
Van den Berg Attorneys Inc.
Pretoria and Johannesburg, 0081
07.2015 - 06.2024
- Managed deceased estate administration, collaborating with Nexus Fiduciary Services for effective client transitions
- Coordinated with financial advisors to align client goals with estate planning strategies
- Drafting of Wills
- Estate Planning
- Belonged to the Fiduciary Institute of Southern Africa
Attorney
Grobler, Levin & Soonius
Rustenburg , South Africa
01.2013 - 07.2015
- Head of the Deceased Estates Department
- Administered deceased estates, ensuring compliance with legal requirements and timely resolution of matters
- Drafted wills, tailoring documents to clients' specific needs and safeguarding their intentions
Candidate Attorney
Grobler, Levin & Soonius
Rustenburg , South Africa
01.2011 - 12.2012
- Commercial Law
- Debt Collections
- Litigation
- Administered deceased estates for clients
Education
Master (Estate Law) - Law
The North-West University
Potchefstroom01-2017
LLB - Law
The North-West University
Potchefstroom01-2009
Bachelor of Business Administration - Business Management and Law
North-West University
Potchefstroom01-2006
Advanced Diploma - Advanced Diploma in Estate and Trust Administration
The University of the Free-State
Bloemfontein, FSSkills
- Estate planning
- Deceased estate management
- Client consultations
- Client relationship management
- Confidentiality maintenance
- Analytical thinking
- Attention to detail
- Time management
- Professionalism
- Team Leadership
- Effective communication
- Communication
- Conflict Resolution
Languages
English
Upper Intermediate
B2
Afrikaans
Proficient
C2
Additional Information
All supporting documents will be made available on request.
Timeline
Associate Attorney
WF Bouwer Attorneys Inc.
07.2024 - 06.2026
Consulting and Managing Director
Nexus Fiduciary Services
07.2015 - 06.2024
Attorney
Van den Berg Attorneys Inc.
07.2015 - 06.2024
Attorney
Grobler, Levin & Soonius
01.2013 - 07.2015
Candidate Attorney
Grobler, Levin & Soonius
01.2011 - 12.2012
Master (Estate Law) - Law
The North-West University
LLB - Law
The North-West University
Bachelor of Business Administration - Business Management and Law
North-West University
Advanced Diploma - Advanced Diploma in Estate and Trust Administration
The University of the Free-State
References
- WF Bouwer Attorneys, Rinette Basson (012) 460 3244