Estate Administration

Last updated: January 2020

Checklists & Tools

simplyEstate provides Executors, Administrators and Next of Kin with a number of useful Checklists & Tools to help with the deceased estate administration. Simply review each and download the ones that you need to your computer.

 

If you experience any issues with the Checklists & Tools, please email us and we will be happy to help.

You will need Adobe PDF Reader, Microsoft Office Word and Microsoft Office Excel installed on your computer to view and complete forms, documents, checklists and tools available on this website.

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simplyEstate Assets & Liabilities Inventory

Capture all the home contents, personal belongings, real estate, other assets and liabilities to automatically calculate the total value of the deceased estate for distribution to all Beneficiaries as inheritance.

a picture of an assets & liabilities inventory allowing families to capture all assets and belongings making up the value of a deceased estate

Home Contents & Personal Belongings Inventory

Capture all the home contents and personal belongings of the deceased person before clearing the home to capture all valuables that form part of the deceased estate for distribution to all Beneficiaries as inheritance.

a picture of a home contents and personal belongings inventory list to capture items belonging to a deceased estate

Testamentary Costs & Expenses Tracker

Capture all costs and expenses incurred while administering the deceased estate to seek reimbursement for applicable costs from the estate prior to distribution to all Beneficiaries as inheritance.

a picture of a testamentary costs and expenses tracker spreadsheet to capture all testimanteary costs in relation to a deceased estate

Executor/Administrator Timesheet

Capture all the time spent on deceased estate administration tasks to seek compensation from the estate where appropriate prior to distribution to all Beneficiaries as inheritance.

a picture of a timesheet to capture the time spent on the deceased estate administration by executors and administrators

Inheritance Assessment Without a Will

Determine who the likely Beneficiaries of the Deceased Estate and likely inheritance based on the intestacy rules for your State/Territory may be when no valid Will is in place (intestate).

 

Simply answer a few questions and email your result by completing your details and clicking send.

Questions:

Please note this is only a guide and is not legal advice as per our Terms & Conditions, which is available here.

 

Relevant Legislation – Intestacy Rules
ADMINISTRATION ACT 1903 (WA) Sections 12A – 15, 24 (Austl.) (accessed 18/10/2018)

Questions:

Please note this is only a guide and is not legal advice as per our Terms & Conditions, which is available here.

 

Relevant Legislation – Intestacy Rules
SUCCESSION ACT 2006 (NSW) Sections 101 – 140 (Austl.) (accessed 18/10/2018)

Questions:

Please note this is only a guide and is not legal advice as per our Terms & Conditions, which is available here.

 

Relevant Legislation – Intestacy Rules
ADMINISTRATION AND PROBATE ACT 1958 (VIC) Sections 70A – 70ZL (Austl.) (accessed 18/10/2018)

Questions:

Please note this is only a guide and is not legal advice as per our Terms & Conditions, which is available here.

 

Relevant Legislation – Intestacy Rules
SUCCESSION ACT 1981 (QLD) Sections 34 – 39D (Austl.) (accessed 18/10/2018)

simplyNotify - Notify Service Providers

Tick all Service Provider the deceased person used and simplyEstate will then notify these of the passing to close accounts, stop payments, transfer funds to the estate and request to contact you directly to finalise the administration process.

a picture of the simplyNotify screen showing the objectives duration documents and savings

Coming Soon

The simplyEstate Estate Administration Overview, will provide a summary of the key Steps to successfully administer a deceased estate.

The simplyEstate Document Checklist will provide you a handy checklist when you are looking for important documents.

The simplyEstate Beneficiary Statement will support Executors and Administrators to inform each Beneficiary about the inheritance prior to advertising notice of intended distribution.

The Capital Gains Tax Estimation Tool will allow Executors, Administrators, Next of Kin and Beneficiaries to estimate if Capital Gains Taxes will apply based on the intended distribution or how best to do so with minimal impact.

The simplyEstate Beneficiaries Information Leaflet will be a key document to help illustrate to Beneficiaries and family members what the estate administration involves. The document will help educating all parties about the process and explain some key elements that are important to know. This will benefit the Executors and Administrators to set clear expectations with everyone from the start and achieve more favourable outcomes.

Download Useful Tools

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Please provide your details below to download: Assets & Liabilities Inventory to Automatically Calculate the Estate Value

We will not share your details. By using this form you agree with the storage and handling of your data by this website as outlined in the Privacy Policy, which is available here.

Download Useful Tools

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Please provide your details below to download: Download Home Contents & Personal Belongings Inventory

We will not share your details. By using this form you agree with the storage and handling of your data by this website as outlined in the Privacy Policy, which is available here.

Download Useful Tools

bar with red blue and yellow sections

Please provide your details below to download: Testamentary Costs & Expenses Tracker to Automatically Calculate the total expenses.

We will not share your details. By using this form you agree with the storage and handling of your data by this website as outlined in the Privacy Policy, which is available here.

Download Useful Tools

bar with red blue and yellow sections

Please provide your details below to download: Executor/Administrator Timesheet to Automatically Calculate the time spent.

We will not share your details. By using this form you agree with the storage and handling of your data by this website as outlined in the Privacy Policy, which is available here.