Light Executor Checklists & Tools

Google Reviews:
5/5

Some of Australia's most used Executor Checklists & Tools to gain an overview and get started with confidence

✔ Gain a complete overview of the process, roles and approaches

✔ Take control of the Estate early to avoid issues down the track

✔ Record personal belongings and home contents before they’re taken

Who is the Light Package for?

Suits Executors and Administrators who aren’t quite sure what the process involves and wish to get a quick overview of all steps, find out about what approaches are available and gain immediate control of personal belongings and home contents to avoid issues and disputes arising along the way.

How You Can Save

Save an average of 37% of the total Deceased Estate administration costs using the Essential Executor Checklists & Tools. Read more here.

What You Receive

Find more detail about all included Checklists & Tools to the right and below.

Find more detail about all included Checklists & Tools below.

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green plaque showing proven executor checklists based on experience gained from thousands of deceased estates

Light

$49 one-off

don’t pay $67 and save $18

What You Receive

  1. Complete Executor & Administrator Handbook (valued $29)
  2. Important Documents Checklist (valued $19)
  3. Home Contents & Personal Belongings Inventory (valued $19)

Get started with confidence.

Immediately save $300 in lawyer fees by being well informed.1

What Our Users Say

5/5

“I was quite lost after my mother passed away and completely underestimated the activities I had to do. Simply Estate’s checklists and tools were invaluable and I highly recommend them to anyone in a similar situation. After the simple download I was guided with confidence to deal with the estate as my mother would have wanted me to.”

 

Nicole Ramsey
Executrix – Sydney NSW

5/5

“Losing a loved one is emotionally very difficult. Being faced shortly after with another difficult task as Executor can be overwhelming, especially if the estate is complex.  Having the simplyEstate guidelines at hand made the task much easier to navigate with confidence and accuracy.”

 

Anthony Frizza
Executor – Melbourne VIC

5/5

“I found your website and the extensive process guide extremely helpful to read about what needs to be done, and have downloaded the tools so I can properly execute my wife’s will.”

 

Gary Wall

Executor – Sydney NSW

Compare Checklist & Tool Packages

Light
Essential
Gain clarity about the process and your approach options
Find out what important documents you will need
Record valuables before they're taken by Beneficairies
Automatically calculate the Estate scope and value for Probate
Inform Beneficiaries of their role and the process
Communicate inheritances and request sign-off
Track costs to seek reimbursement from the Estate
Track time spent to seek commission from the Esate
Delegate your Executor authority when you need assistance
Total $49 $67
$99 $199

How You Can Save

a graph showing how executors and administrators can save deceased estate administration costs with probate checklists

Reduce the Average Estate Administration Costs by 37%

Executors and Administrators who use the Essential Checklists & Tools save on average 37% of the total Estate management costs2.

Gain a solid overview of the process, be able to choose which administrative tasks to do yourself or outsource, and save time and fees by being fully prepared when engaging a lawyer for Probate application or the complete process.

Have a Question?

a photo of Stephan Dahinden - Founder & Director of simplyEstate

“Our mission is to empower Executors & Administrators to make Deceased Estate administration simple.”

Stephan Dahinden

Managing Director & Founder

Email us your question and we will help find the most suitable Checklists for you.

What You Receive

The Premium Checklists & Tools include our complete range of documents to assist you with managing the Estate administration process and hand-over to your lawyer with less effort and cost. Together with simplyEstate’s personalised support, you can hit the ground running.

Complete Executor & Administrator Handbook

The Complete Executor and Administrator Handbook is the ultimate checklist and guide that every Executor needs. It summarises the 34 steps to successfully finalise and distribute a Deceased Estate, including key principles, pro tips and pitfalls to watch out for taken from learnings of over 3,500 Deceased Estates.

✔ Gain a complete overview
✔ Avoid timely & costly mistakes
✔ Distribute the Estate with confidence

Complete Executor & Administrator Handbook

cover of the simplyEstate complete executor and administrator handbook to successfully administer finalise and distribute a deceased estate in australia

Important Documents Checklist

The Important Documents Checklist provides an overview of the most commonly used documents for Deceased Estate administration and what certified copies should be prepared by Executors and Administrators to save time.

✔ Know what key documents are needed
✔ Make certified copies to not lose originals
✔ Avoid additional trips to the Justice of the Peace

Important Documents Checklist

Home Contents & Personal Belongings Inventory

The Home Contents & Personal Belongings Inventory is a simple to use spreadsheet for Executors and Administrators to capture all the home contents and personal belongings of the deceased person before clearing the home and to keep track of willed items.

✔ Record valuables before removal
✔ Reduce disputes with Beneficiaries
✔ Keep track of gifts and bequests per the Will

Home Contents & Personal Belongings Inventory

Light

$49 one-off

don’t pay $67 and save $18

What You Receive

  1. Complete Executor & Administrator Handbook (valued $29)
  2. Important Documents Checklist (valued $19)
  3. Home Contents & Personal Belongings Inventory (valued $19)

Get started with confidence.

Immediately save $450 in lawyer fees by being well informed.1

three round icons showing award of most used executor checklists customer satisfaction and money back guarantee

Things you should know

1Lawyer fees saved is based on the time spent at $450 per hour to explain administrative aspects covered in these Checklists.

2Figures shown are for a Deceased Estate worth $561,636 (Australian average based on HSBC’s global Future of Retirement report) and costs include probate advertising, probate application, general legal advice, various administration costs, conveyancing of one property, tax advice and tax return preparation, and excludes funeral costs.

The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.

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