Last updated: January 2022
Executor Checklists & Tools
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Australia's most used Administrator and Executor Checklists & Tools
Download the most comprehensive suite of estate executor spreadsheets and deceased estate checklists to successfully administer a deceased estate and save valuable time and money.
Remember, you can seek reimbursement for testamentary expenses from the estate.
Checklists & Tools are in PDF, Excel and Word formats.
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
“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
“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
What We Offer
Starter
3 Checklists & Tools
$0
Get started for free
Free Downloads
Please provide your details to receive: All Free Checklists & Tools.
Essential
10 Checklists & Tools
$49 one-off
- Important Documents Checklist
- Home Contents & Personal Belongings Inventory
- 10 Important Tasks to Finalise & Distribute the Deceased Estate
- Assets & Liabilities Inventory
- Inheritance Assessment Tool (Intestate – Without a Will)
- Beneficiary Inheritance Guide
- Estate Distribution Letter Sample
- Testamentary Costs & Executor Expense Tracker
- Executor & Administrator Timesheet
- Letter of Authorisation – Banks & Financial Institutions
What You Receive
Starter
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.
Important Documents Checklist
Free Downloads
Please provide your details to receive: All Free Checklists & Tools.
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.
Home Contents & Personal Belongings Inventory
Free Downloads
Please provide your details to receive: All Free Checklists & Tools.
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.
10 Important Tasks to Finalise & Distribute the Deceased Estate
Free Downloads
Please provide your details to receive: All Free Checklists & Tools.
Essential
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 to include when applying for probate.
Assets & Liabilities Inventory
Most Used – for Probate
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.
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.
Beneficiary Inheritance Guide
Estate Distribution Letter Sample
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.
Estate Distribution Letter Sample
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.
Testamentary Costs & Executor Expense Tracker
Most Used – for Reimbursements
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.
Executor & Administrator Timesheet
Letter of Authorisation - Banks
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.
Letter of Authorisation - Banks
Download Now
Starter
3 Checklists & Tools
$0
Get started for free
- Important Documents Checklist
- Home Contents & Personal Belongings Inventory
- 10 Important Tasks to Finalise & Distribute the Deceased Estate
Free Downloads
Please provide your details to receive: All Free Checklists & Tools.
Essential
10 Checklists & Tools
$49 one-off
- Important Documents Checklist
- Home Contents & Personal Belongings Inventory
- 10 Important Tasks to Finalise & Distribute the Deceased Estate
- Assets & Liabilities Inventory
- Inheritance Assessment Tool (Intestate – Without a Will)
- Beneficiary Inheritance Guide
- Estate Distribution Letter Sample
- Testamentary Costs & Executor Expense Tracker
- Executor & Administrator Timesheet
- Letter of Authorisation – Banks & Financial Institutions
Things you should know
1Executor time saved is based on the estimated time required to research the information, develop the tools and maintain all records covered in these Checklists & Tools. Lawyer fees saved assumes two hours with a lawyer to explain administrative aspects covered in these Checklists and provide similar administrative Tools.
The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.