Last updated: March 2020

Checklists & Tools

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To successfully administer a deceased estate, Executors and Administrators need the best Checklists & Tools.
simplyEstate offers the most comprehensive estate executor spreadsheets and checklists to make sure you are equipped to get organised as quickly as possible to save valuable time and money.


Remember, you can seek reimbursement for these costs from the estate.

You need Adobe PDF Reader, Microsoft Office Word and Microsoft Office Excel installed on your computer to view and use the Checklists & Tools.

Important Documents Checklist

The simplyEstate Important Documents Checklist explains what most commonly used documents for deceased estate administration Executors and Administrators should look for and make certified copies of to be prepared and save time.

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Free Checklist – to help you get started

Category: CHECKLISTS

Important Documents Checklist​

Home Contents & Personal Belongings Inventory

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.

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Free Tool – to help you get started

Category: TOOLS

Home Contents & Personal Belongings Inventory

10 Important Tasks to Finalise & Distribute the Deceased Estate

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.

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Free Checklist – for a limited time

Category: CHECKLISTS

10 Important Tasks to Finalise & Distribute the Deceased Estate

Most Popular Download

Assets & Liabilities Inventory

The simplyEstate Assets & Liabilities Inventory is a simple to use estate assets and liabilities spreadsheet to capture everything belonging to a deceased person. Use this probate accounting template in excel to automatically determine what forms part of the estate by default and calculate the total value.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: TOOLS

Assets & Liabilities Inventory

Estate Distribution Letter to Beneficiaries

The simplyEstate Beneficiary Statement of Inheritance is a simple document that Executors and Administrators can complete to create a letter to communicate the estate and inheritance details before distribution of estate to beneficiaries.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: TOOL

Estate Distribution Letter to Beneficiaries

Beneficiaries Inheritance Guide

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.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: CHECKLISTS

Beneficiaries Inheritance Guide

Popular Download

Testamentary Costs & Executor Expense Tracker

The simplyEstate Testamentary Costs & Executor Expense 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.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: TOOLS

Testamentary Costs & Executor Expense Tracker

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.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: TOOLS

Executor & Administrator Timesheet

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.

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Special Price – usually $39.90 – free in July (due to popular demand)

Category: TOOLS

Letter of Authorisation - Banks & Financial Institutions

Inheritance Assessment Tool (Intestate - Without a Will)

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.

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Free Tool – for a limited time

Category: TOOLS

Inheritance Assessment Tool (

Intestate - Without a Will)

simplyNotify - Notify Service Providers

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.

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Special Price – usually $199 – only $59 in July – save 20 hours

simplyNotify - Notify Service Providers

Category: SERVICES

Support

If you experience any issues with the Checklists & Tools, please contact us via email at [email protected] or call us on 08 6102 7744 and our team will be happy to help.

What Our Users Say

5/5

“I downloaded all Checklists & Tools, which proved very useful. It allowed me to keep all expenses of my late mother’s estate organised. It was easy to pay and download and wish I had found simplyEstate earlier.”

 

Brian Crowley
Perth

5/5

“I wish I’d found your site earlier in the process – it is incredibly useful, clear and easy to understand. I am most impressed with your customer service and helpfulness.”

 

Alison Bird
Melbourne

5/5

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

 

Gary Wall

Sydney

Download Checklists & Tools

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Please provide your details below to download: Important Documents Checklist to know what most commonly used documents to prepare. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Home Contents & Personal Belongings Inventory to capture all items before clearing the home or residence. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Quick Checklist: 10 Important Tasks to Finalise & Distribute the Deceased Estate. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Assets & Liabilities Inventory to capture all details and automatically calculate the estate value. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Beneficiary Statement of Inheritance to communicate the estate and inheritance details before distribution. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Beneficiary Inheritance Guide to understand what estate administration involves. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

bar with red blue and yellow sections

Please provide your details below to download: Testamentary Costs & Executor Expense Tracker to keep track of expenses and automatically calculate how much is owed. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

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Please provide your details below to download: Executor & Administrator Timesheet to capture and automatically calculate time spent. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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 Checklists & Tools

bar with red blue and yellow sections

Please provide your details below to download: Letter of Authorisation - Banks & Financial Institutions. We use your information to send you the document.

Note you should seek professional advice in your country to ensure adherence to relevant legislation and rules that apply to you. By downloading this document, you indemnify simplyEstate for any damage or loss arising from the use of this document and information provided on our website.

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.