Last updated: February 2020
Checklists & Tools
To successfully administer a deceased estate, Executors and Administrators need the best Checklists & Tools.
We offer these individually or as a whole suite to make sure you have everything you need to get organised as quickly as possible and save valuable time.
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.
links to PDF documents look like this
links to Word documents look like this
links to Excel documents look like this
- Home Contents & Personal Belongings Inventory
- 10 Important Tasks to Finalise & Distribute the Deceased Estate
- Assets & Liabilities Inventory
- Testamentary Costs & Expenses Tracker
- Executor & Administrator Timesheet
- Letter of Authorisation – Banks & Financial Institutions
- Intestate Inheritance Assessment Tool (Without a Will)
- simplyNotify – Notify Service Providers
Home Contents & Personal Belongings Inventory
Free Tool – to help you get started
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.
10 Important Tasks to Finalise & Distribute the Deceased Estate
Free Checklist – for a limited time
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 or incorrectly.
2019 Best Seller
Assets & Liabilities Inventory
Special Price – usually $19.90
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.
Testamentary Costs & Expenses Tracker
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 transferred to the estate.
Executor & Administrator Timesheet
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 distributed as inheritance.
Letter of Authorisation - Banks & Financial Institutions
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 don’t have enough time, this will allow you to progress swiftly.
Intestate Inheritance Assessment Tool (Without a Will)
Free Tool – for a limited time
The simplyEstate Intestate Beneficiary Assessment Tool allows Administrators and Next of Kin to get an idea who the likely Beneficiaries of the Deceased Estate may be and what the likely inheritance based on the intestacy rules for your State/Territory may be when no valid Will is in place.
simplyNotify - Notify Service Providers
Special Price – usually $199
Let us do the heavy lifting for you. The simplyNotify Tool allows you to provide some basic information about the Service Providers used. simplyEstate will then notify all of the passing to close accounts, stop payments and request to contact you directly to finalise the administration process.
If you experience any issues with the Checklists & Tools, please email us and we will be happy to help.
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.