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  • Estate Planning
    • Overview
      • What Is Estate Planning
      • 1. Why Plan Your Estate
      • 2. Critical Information & Wishes
      • 3. Prepare Legal Documents
      • 4. Financial Planning
      • 5. How to Plan Your Estate
    • Services
      • Estate Planning Services
      • > Free Trial
  • Estate Administration
    • Overview & Services
      • How to Administer a Deceased Estate
      • > Checklists & Tools
      • simplyNotify Service
      • Phone Appointments
    • Immediate Steps
      (Steps 1-3)
      • 1. Immediate Steps After a Death
      • 2. Notify Family, Friends & Care Services
      • 3. Seek Help & Assistance
    • Executor & Funeral
      (Steps 4-7)
      • 4. Locate the Will & Insurance Information
      • 5. Determine the Executor or Administrator
      • 6. Organise Transportation of the Body
      • 7. Organise the Funeral
    • Important Documents
      (Steps 8-12)
      • 8. Apply for the Death Certificate
      • 9. Request Allowances & Government Support
      • 10. Source Other Relevant Documents
      • 11. Prepare Documents & Certified Copies
      • 12. Notify Government, Companies & Organisations
    • Beneficiaries & Estate Value
      (Steps 13-20)
      • 13. Determine the Beneficiaries for Inheritance
      • 14. Pay Bills, Mortgage & Other Debts
      • 15. Prepare an Assets & Liabilities Inventory
      • 16. Clear the Home or Residence
      • 17. Value the Home & Arrange for Rent or Sale
      • 18. Value Cars & Arrange for Sale
      • 19. Deal with Banks & Finances
      • 20. Review Business Dealings, Trusts & Shares
    • Other Tasks
      (Steps 21-23)
      • 21. Check & Redirect Post
      • 22. Cancel Contracts, Subscriptions & Memberships
      • 23. Close Social Media & Other Online Accounts
    • Superannuation & Insurance
      (Steps 24-25)
      • 24. Claim Superannuation Death Benefit
      • 25. Claim Insurance & Other Benefits
    • Grant of Probate & Tax
      (Steps 26-32)
      • 26. Finalise Assets & Liabilities Inventory
      • 27. Apply for Grant of Probate or Letters of Administration
      • 28. Request Tax Advice for Effective Distribution
      • 29. Open Testamentary Trust Account
      • 30. Prepare Estate & Request Transfer of Assets
      • 31. Pay Reimbursements & Executor Services
      • 32. Prepare and Lodge Tax Returns
    • Finalise & Distribute Estate
      (Steps 33-34)
      • 33. Inform Beneficiaries of Estate Value
      • 34. Finalise & Distribute the Deceased Estate
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In
simplyEstate
  • Estate Planning
    • Overview
      • What Is Estate Planning
      • 1. Why Plan Your Estate
      • 2. Critical Information & Wishes
      • 3. Prepare Legal Documents
      • 4. Financial Planning
      • 5. How to Plan Your Estate
    • Services
      • Estate Planning Services
      • > Free Trial
  • Estate Administration
    • Overview & Services
      • How to Administer a Deceased Estate
      • > Checklists & Tools
      • simplyNotify Service
      • Phone Appointments
    • Immediate Steps
      (Steps 1-3)
      • 1. Immediate Steps After a Death
      • 2. Notify Family, Friends & Care Services
      • 3. Seek Help & Assistance
    • Executor & Funeral
      (Steps 4-7)
      • 4. Locate the Will & Insurance Information
      • 5. Determine the Executor or Administrator
      • 6. Organise Transportation of the Body
      • 7. Organise the Funeral
    • Important Documents
      (Steps 8-12)
      • 8. Apply for the Death Certificate
      • 9. Request Allowances & Government Support
      • 10. Source Other Relevant Documents
      • 11. Prepare Documents & Certified Copies
      • 12. Notify Government, Companies & Organisations
    • Beneficiaries & Estate Value
      (Steps 13-20)
      • 13. Determine the Beneficiaries for Inheritance
      • 14. Pay Bills, Mortgage & Other Debts
      • 15. Prepare an Assets & Liabilities Inventory
      • 16. Clear the Home or Residence
      • 17. Value the Home & Arrange for Rent or Sale
      • 18. Value Cars & Arrange for Sale
      • 19. Deal with Banks & Finances
      • 20. Review Business Dealings, Trusts & Shares
    • Other Tasks
      (Steps 21-23)
      • 21. Check & Redirect Post
      • 22. Cancel Contracts, Subscriptions & Memberships
      • 23. Close Social Media & Other Online Accounts
    • Superannuation & Insurance
      (Steps 24-25)
      • 24. Claim Superannuation Death Benefit
      • 25. Claim Insurance & Other Benefits
    • Grant of Probate & Tax
      (Steps 26-32)
      • 26. Finalise Assets & Liabilities Inventory
      • 27. Apply for Grant of Probate or Letters of Administration
      • 28. Request Tax Advice for Effective Distribution
      • 29. Open Testamentary Trust Account
      • 30. Prepare Estate & Request Transfer of Assets
      • 31. Pay Reimbursements & Executor Services
      • 32. Prepare and Lodge Tax Returns
    • Finalise & Distribute Estate
      (Steps 33-34)
      • 33. Inform Beneficiaries of Estate Value
      • 34. Finalise & Distribute the Deceased Estate
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In

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  • Home
  • Estate Planning
    • What Is Estate Planning
    • > Why Plan Your Estate
    • How to Plan Your Estate
    • Free Trial
  • Estate Administration
    • How to Administer a Deceased Estate
    • > Process Guide
      • Immediate Steps (Steps 1-3)
        • 1. Immediate Steps After a Death
        • 2. Notify Family, Friends & Care Services
        • 3. Seek Help & Assistance
      • Executor & Funeral (Steps 4-7)
        • 4. Locate the Will & Insurance Information
        • 5. Determine the Executor or Administrator
        • 6. Organise Transportation of the Body
        • 7. Organise the Funeral
      • Important Documents (Steps 8-12)
        • 8. Apply for the Death Certificate
        • 9. Request Allowances & Government Support
        • 10. Source Other Relevant Documents
        • 11. Prepare Documents & Certified Copies
        • 12. Notify Government, Companies & Organisations
      • Beneficiaries & Estate Value (Steps 13-20)
        • 13. Determine the Beneficiaries for Inheritance
        • 14. Pay Bills, Mortgage & Other Debts
        • 15. Prepare an Assets & Liabilities Inventory
        • 16. Clear the Home or Residence
        • 17. Value the Home & Arrange for Rent or Sale
        • 18. Value Cars & Arrange for Sale
        • 19. Deal with Banks & Finances
        • 20. Review Business Dealings, Trusts & Shares
      • Other Tasks (Steps 21-23)
        • 21. Check & Redirect Post
        • 22. Cancel Contracts, Subscriptions & Memberships
        • 23. Close Social Media & Other Online Accounts
      • Superannuation & Insurance (Steps 24-25)
        • 24. Claim Superannuation Death Benefit
        • 25. Claim Insurance & Other Benefits
      • Grant of Probate & Tax (Steps 26-32)
        • 26. Finalise Assets & Liabilities Inventory
        • 27. Apply for Grant of Probate or Letters of Administration
        • 28. Request Tax Advice for Effective Distribution
        • 29. Open Testamentary Trust Account
        • 30. Prepare Estate & Request Transfer of Assets
        • 31. Pay Reimbursements & Executor Services
        • 32. Prepare and Lodge Tax Returns
      • Finalise & Distribute Estate (Steps 33-34)
        • 33. Inform Beneficiaries of Estate Value
        • 34. Finalise & Distribute the Deceased Estate
    • > Checklists & Tools
    • Phone Appointments
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In