Administration Support

Executor & Administrator Support

How much support is right for you?

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Last updated: November 2021

Simple Executor & Administrator Support

The administration of a Deceased Estate can be overwhelming, challenging and time consuming, but it doesn’t have to be.

simplyEstate’s Executor and Administrator support services provide you with flexible support options and confidence to complete the estate administration successfully the first time around.

Executor Tasks Overview

The Deceased Estate administration involves over 200 tasks and decisions.

Estate Administration Services

Let’s discuss if we can ease the burden with our simple Executor and Administrator support services.

Phone Support

Ask for support when needed

Get clarity when in doubt while managing the Estate.

Discuss with us or request our support with anything, such as:

  • Your approach and overall guidance
  • How to overcome an immediate challenge
  • Dealing with difficult Beneficiaries
  • Assess if you should seek legal advice
  • How to best engage a lawyer by preparing and articulating the questions to reduce cost

Phone Appointments:

30 minutes: $59

45 minutes: $79

Administration Support

Let us assist with key tasks

Save up to 90 hours while managing the Estate.

We will work closely with you and provide administration support1 including:

  • Plan the estate administration
  • Notify service providers
  • Communicate regularly with Beneficiaries
  • Prepare documents and forms
  • Prepare an Assets & Liabilities Inventory
  • Prepare for Grant of Probate or Letters of Administration application2
  • Set-up the Estate
  • Transfer Assets to the Estate
see Service Exclusions3 below
Ad-hoc Support: $99 per hour Complete Support: $1,800
Let us discuss your situation during an obligation-free call.

simplyNotify

Let us notify service providers

Close accounts, receive statements and request refunds.

We will inform service providers about the death on your behalf, and request to:

  • close accounts
  • remove direct debits
  • end subscriptions
  • provide statements as at the date of death
  • request refunds for any pre-paid expenses that can be claimed

Save up to 20 hours

Let us notify service providers, stop payments and claim refunds for $59.

What Our Users Say

5/5

“I used the Executor support service and spoke with Stephan who was incredibly generous with his knowledge and time. I thoroughly recommend this website, the tools and service provided for those who are undertaking the daunting task of will execution!”

 

Isabella Leifi
Melbourne

5/5

“After my 18yo son passed I had no idea what to do. I was going around and around in circles, getting nowhere. I came across simplyEstate and found all the information and direction I needed. Stephan was extremely helpful and even followed up with more info.
Thank you for making an incredibly painful experience a little easier.”

 

Naomi Shipway

Perth

5/5

“Losing a loved one is emotionally very difficult. Being faced shortly after with another difficult task as Executor can be overwhelming, especially if the estate is complex.  Having the simplyEstate guidelines at hand made the task much easier to navigate with confidence and accuracy.”

 

Anthony Frizza
Melbourne

Book a Phone Appointment

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Things you should know

1simplyEstate assists Executors and Administrators with administrative tasks that can be performed remotely (in Perth, Australia) via electronic means and does not include any tasks that require physical paperwork, attending in person or lodging documents in person. simplyEstate does not provide any advice including (without limitation) legal advice, financial advice, accounting advice, tax advice or medical advice.

2simplyEstate supports with compiling all Assets and Liabilities of the estate and administrative duties to prepare for Grant of Probate and Letters of Administration applications but does not prepare legal documents and lodge documents required with the Supreme Court.

3simplyEstate does not take on the role of Executor or Administrator, sign documents on behalf of the Estate, organise the funeral, locate the Will, determine the Executor or Administrator of an Estate, notify family and friends, source documents, certify copies, determine rightful Beneficiaries, determine solvency of the Estate, pay bills, pay mortgage, pay debts, hold Estate funds in trust, clear the home or residence, provide valuations of assets and liabilities, open and maintain Testamentary Trusts or other trusts, open an Estate of the Late bank accounts, sell property, lease property, distribute inheritances to Beneficiaries, close accounts and file documents.