Last updated: September 2021

Executor Checklists & Tools

User Rating:

★★★★★ 4.8/5

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 We Offer

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

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

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

Essential

Most Used – for Probate

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.

Most Used – for Probate

Assets & Liabilities Inventory

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

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.

Beneficiary Statement of Inheritance

Most Used – for Reimbursements

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.

Most Used – for Reimbursements

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.

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

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 known about simplyEstate sooner.”

Brian Crowley
Perth

★★★★★ 5/5

“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

★★★★★ 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

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^*Executor time saved is the estimated time required to research the information, develop the tools and maintain separate 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.