Last updated: May 2019
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.
links to PDF documents look like this
links to Word documents look like this
links to Excel documents look like this
simplyEstate Assets & Liabilities Inventory
The simplyEstate Assets & Liabilities Inventory allows Executors, Administrators and Next of Kin to capture all the home contents, personal belongings, real estate, other assets and liabilities to determine the total value of the deceased estate for distribution to all Beneficiaries as inheritance.
Home Contents & Personal Belongings Inventory
The simplyEstate Home Contents & Personal Belongings Inventory allows Executors, Administrators and Next of Kin to 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.
Intestate Beneficiary Assessment Tool
The smiplyEstate Intestate Beneficiary Assessment Tool allows Executors, Administrators and Next of Kin to determine who the likely Beneficiaries of the Deceased Estate are and what the likely inheritance based on the intestacy rules for your State/Territory may be when no valid Will is in place.
Complete the assessment here.
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 Notification Tool will allow you to upload documents and provide information about the deceased person and the Executor or Administrator. simplyEstate will then notify Government Departments, Companies and Organisations that you indicate of the passing and will request that they contact you directly to initiate the administration process.
The simplyEstate Estate Administration Expenses Tracking spreadsheet will help you keep track of all expenditure items that you or a family member of the deceased person have paid. This will allow you to manage reimbursements and payments once estate funds are available.
The simplyEstate Executor Timesheet will help Executors and Administrators to keep track of their time and dealings.
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 Beneficiary Statement will support Executors and Administrators to inform each Beneficiary about the inheritance prior to advertising notice of intended distribution.
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.