Last updated: August 2020
Checklists & Tools
To successfully administer a deceased estate, Executors and Administrators need proven Checklists & Tools.
simplyEstate offers the most comprehensive estate executor spreadsheets and checklists to make sure you are equipped to get organised as soon as possible to save valuable time and money.
Remember, you can seek reimbursement for testamentary expenses 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 provides an overview of the most commonly used documents for deceased estate administration and what certified copies should be prepared by Executors and Administrators to save time.
Free Checklist: to help you get started
Category: CHECKLISTS
Important Documents Checklist
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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 and keep track of willed items.
Free Tool: save 10 hours
Category: TOOLS
Home Contents & Personal Belongings Inventory
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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.
Free Checklist: save 15 hours
Category: CHECKLISTS
10 Important Tasks to Finalise & Distribute the Deceased Estate
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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.
Category: TOOLS
Assets & Liabilities Inventory
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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.
Free Tool: save 5 hours
Category: TOOLS
Inheritance Assessment Tool (Intestate - Without a Will)
Beneficiary 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.
Category: CHECKLISTS
Beneficiaries Inheritance Guide
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Beneficiary Statement of Inheritance
The simplyEstate Estate Distribution Letter to Beneficiaries is a document that Executors and Administrators can complete to issue a letter to communicate the estate and inheritance details before distribution of the estate to beneficiaries.
Category: TOOL
Beneficiary Statement of Inheritance
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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.
Category: TOOLS
Testamentary Costs & Executor Expense Tracker
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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.
Category: TOOLS
Executor & Administrator Timesheet
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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.
Category: TOOLS
Letter of Authorisation - Banks & Financial Institutions
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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.
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
“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 known about simplyEstate sooner.”
Brian Crowley
Perth
“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
“This online guide and the affordable tools were invaluable. They really helped me understand what needed to be done. They gave me the confidence to act as Joint Executor. The Beneficiaries were given a clear overview of my late mother’s estate value. I found using the assets and liabilities spreadsheet easy and intuitive.”
Chris Quinn
Townsville