Yes. A beneficiary can also be nominated as executor of a South African estate. It is common for a testator to nominate a surviving spouse, adult child or other beneficiary.
Being nominated in the will does not itself give that person authority to administer the estate. The Master of the High Court must appoint the executor and issue the relevant authority. The appointment is governed by the Administration of Estates Act and remains subject to the Master’s statutory powers.
Security for the proper administration of the estate is also governed by the Act. Whether security is required does not depend simply on the value of the estate. The Act contains exemptions for certain nominated executors and allows a will, in appropriate circumstances, to direct the Master to dispense with security, while the Master retains powers to require security in specified circumstances.
An executor who is also a beneficiary must still administer the estate according to the will and the law and act properly towards all beneficiaries and creditors. For a technically complex or contentious estate, or one where conflicts between beneficiaries are likely, the testator may prefer an experienced professional executor or co-executor.
See also: What are the requirements of a valid will? | What happens when a person dies without a will in South Africa?
Disclaimer: The information provided here is intended as general guidance only and does not constitute legal, tax, or financial advice. Every situation is unique, and legislation is subject to change. We invite you to reach out to our team at Wealth and Legacy Group for guidance tailored to your specific circumstances.