Last updated: June 2022

Simple Executor Checklists & Tools to Make Your Life Easier

User Rating:

★★★★★ 5/5

Australia's most used Administrator and Executor Checklists & Tools

✔ Step-by-step guidance

✔ Avoid missing crucial tasks

✔ Simple & easy to understand

Download the most comprehensive suite of deceased estate checklists and estate executor spreadsheets to successfully administer a deceased estate and save valuable time and money.

Remember, you can seek reimbursement for testamentary expenses from the estate.

What Our Users Say

★★★★★ 5/5

“I can’t thank you enough for making these superb checklists and supporting information available to provide a complete overview. I was trying to take it step by step but didn’t get ahead. Recommend the Checklists to all executors, you won’t regret it.”

Greg Taylor
Executor – Sydney NSW

★★★★★ 5/5

“I was blown away by the tools and procedures provided here. I wish I had found this service sooner. I thoroughly recommend this website, the tools and service”

Isabella Leifi

Executrix – Melbourne VIC

★★★★★ 5/5

“I wish I’d found Simply Estate much earlier : the information on the site would have helped me ask the right questions of lawyers and saved some of the stress in administering a friend’s estate . The templates and checklists are easy to understand and indicate where there are differences between states.”

Katherine Capper

Executrix – Brisbane QLD

What We Offer

What You Receive

Free 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.

✔ Save 15 hours
✔ Know what documents are needed
✔ Avoid additional trips to the Justice of the Peace

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.

✔ Save 10 hours
✔ Avoid disputes with Beneficiaries
✔ Complete an inventory for peace of mind

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.

✔ Save 15 hours
✔ Avoid missing a crucial task
✔ Distribute the Estate with confidence

10 Important Tasks to Finalise & Distribute the Deceased Estate

Paid Essential

Assets & Liabilities Inventory

The simplyEstate Assets & Liabilities Inventory is a simple estate spreadsheet Executors use to capture everything belonging to a deceased person. Use this executor accounting spreadsheet to automatically determine what forms part of the Estate and calculate the total Estate value to apply for Probate.

✔ Save 10 hours
✔ Be ready to apply for Probate
✔ Automatically determine the Estate value

Assets & Liabilities Inventory

Most Used – for Probate

click image to see how it works

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.

✔ Save 2 hours
✔ Identify Beneficiaries (no Will)
✔ Know exactly who inherits how much

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.

✔ Save 10 hours
✔ Avoid confusion and disputes
✔ Clarify what Beneficiaries can expect

Beneficiary Inheritance Guide

Estate Distribution Letter Template

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.

✔ Save 15 hours
✔ Inform Beneficiaries of their inheritance
✔ Avoid disputes by documenting distributions

Estate Distribution Letter Template

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.

✔ Save 15 hours
✔ Keep track of all expenses
✔ Get reimbursed from the Estate

Testamentary Costs & Executor Expense Tracker

Most Used – for Reimbursements

click image to see how it works

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.

✔ Save 5 hours
✔ Keep track of your time
✔ Seek compensation from the Estate

Executor & Administrator Timesheet

click image to see how it works

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.

✔ Save 2 hours
✔ Major bank addresses included
✔ Authorise someone to act on your behalf

Letter of Authorisation - Banks

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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.

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The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.