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The simplyEstate Estate Planning Checklists & Tools allow Testators to capture all important details and wishes for family estate planning.

The simplyEstate Estate Planning Checklists & Tools allow Testators to capture important details and wishes for family estate planning.

The simplyEstate Estate Distribution Letter to Beneficiaries Template is a simple to use Word document to prepare the Estate Distribution Letter to Beneficiaries before the distribution of estate to Beneficiaries.

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 … Read more

The simplyEstate Estate Planning Checklists & Tools allow Testators to capture all important details and wishes for family estate planning.

The Important Contacts Directory for Estate Planning allows Testators to capture all their important contacts for family estate planning.

The Service Providers Details for Estate Planning allows Testators to capture all their service provider details for family estate planning.

The Online Accounts Summary for Estate Planning allows Testators to capture all their online accounts for family estate planning.

The Funeral Wishes for Estate Planning allows Testators to capture their funeral wishes for family estate planning.

The Organ Donation Wishes for Estate Planning allows Testators to capture all their organ donation wishes for family estate planning.

The Health & Care Wishes for Estate Planning allows Testators to capture all their health and care wishes for family estate planning.

The Assets & Liabilities Inventory for Estate Planning allows Testators to capture all their assets and liabilities for family estate planning.

The simplyEstate Inventory List for Probate is a simple to use spreadsheet to capture all assets and liabilities of a deceased person. It automatically determines what forms part of the estate by default and calculates the total value.

This simplyEstate Checklist helps Executors and Administrators determine if all most common tasks were completed and if the estate is ready to be distributed. This is an important decision and may result in personal liability if an estate is distributed early … Read more

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

The simplyEstate Important Documents Checklist explains what most commonly used documents for deceased estate administration should be looked for and certified copies made by Executors and Administratorsof to save time.

The simplyEstate Estate Distribution Letter Template is a simple to use Word document to prepare the Estate Distribution Letter to Beneficiaries before the distribution of estate to Beneficiaries.

The simplyEstate Beneficiaries Information Leaflet is a simple document that Executors and Administrators can provide to Beneficiaries to help understand what estate administration involves and what they can expect when nominated to inherit from an estate.

The simplyEstate Letter of Authorisation is a simple to use document to assist Executors and Administrators provide authority to another person to act on their behalf with the nominated Bank or Financial Institution. If you are located far away or … Read more

The simplyEstate Executor & Administrator Timesheet is a simple to use spreadsheet to track time spent on deceased estate administration activities. It is used to seek adequate compensation for the estate administration duties where appropriate, before the residual estate is … Read more

The simplyEstate Testamentary Costs & Expenses Tracker is a simple to use spreadsheet to assist Executors and Administrators track all costs and expenses relating to the deceased estate administration. It is used to seek reimbursements once the estate funds are … Read more

The simplyEstate Assets & Liabilities Inventory is a simple to use spreadsheet to capture all assets and liabilities of a deceased person. It automatically determines what forms part of the estate by default and calculates the total value.