Simple Executor Checklists & Tools

Google Reviews:
5/5

Australia's most used Probate Checklists for Executors and Administrators

✓ Gain complete overview & step-by-step guidance
✓ Avoid missing crucial tasks & costly mistakes
✓ Successfully finalise & distribute the Estate

We understand that the Deceased Estate administration process can seem daunting and unclear at first, especially during this difficult time. Rest assured our proven Executor Checklists & Tools are suitable for all situations and requirements.

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Find Your Suitable Checklists & Tools

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What Our Users Say

5/5

“I can’t thank you enough for making these essential checklists available. 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

Executor Checklist & Tool Packages

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Light

$49 one-off

don’t pay $67 and save $18

Suits Executors and Administrators who aren’t sure about the process and their approach yet and want to find out how to get started.

What you receive:
3 Checklists & Tools

Essential

$99 one-off

don’t pay $199 and save $100

Suits Executors and Administrators who want to navigate the process confidently to successfully finalise and distribute the Estate.

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What you receive:
9 Checklists & Tools

Premium

$459 one-off

don’t pay $589 and save $130

Suits Executors and Administrators who value guidance and support to progress the Deceased Estate administration.

What you receive:
9 Checklists & Tools +
3 Hours of personal guidance & support1

Compare Packages

Light
Essential
Premium
Gain clarity about the process and your approach options
Find out what important documents you will need
Record valuables before they're taken by Beneficairies
Automatically calculate the Estate scope and value for Probate
Inform Beneficiaries of their role and the process
Communicate inheritances and request sign-off
Track costs to seek reimbursement from the Estate
Track time spent to seek commission from the Esate
Delegate your Executor authority when you need assistance
Personal Guidance & Administration Support from simplyEstate
Total $49 $67
$99 $199
$459 $589

Have a Question?

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“Our mission is to empower Executors & Administrators to make Deceased Estate administration simple.”

Stephan Dahinden

Managing Director & Founder

Email us your question and we will help find the most suitable Checklists for you.

Free Executor & Administrator Handbook Summary

The free simplyEstate Executor & Administrator Guide is a practical summary of the Complete Executor & Administrator Handbook providing an overview of all steps needed to successfully administer, finalise and distribute a Deceased Estate in Australia.

✔ Gain an overview
✔ Avoid missing anything
✔ Help find out your approach

Free Executor & Administrator Handbook Summary

snippet of the simplyEstate executor and administrator handbook summary to successfully administer finalise and distribute a deceased estate in australia

Free Download

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Please provide your details to receive the Free Executor Handbook Summary via email straight away.

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Individual Checklists & Tools

If you are en experienced Executor or Administrator and know exactly which documents you’re after, you can purchase these individually. If you aren’t quite sure, we highly recommend buying the Essential Package, which was carefully put together for best value knowing that all Executors will need most if not all of those Checklists & Tools.

Complete Executor & Administrator Handbook

The simplyEstate Complete Executor and Administrator Handbook is the ultimate checklist and guide that every Executor needs. It summarises the 34 steps to successfully finalise and distribute a Deceased Estate, including key principles, pro tips and pitfalls to watch out for taken from learnings of over 3,500 Deceased Estates.

✔ Gain a complete overview
✔ Avoid timely & costly mistakes
✔ Distribute the Estate with confidence

Complete Executor & Administrator Handbook

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.

✔ Know what key documents are needed
✔ Make certified copies to not lose originals
✔ 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.

✔ Record valuables before removal
✔ Reduce disputes with Beneficiaries
✔ Keep track of gifts and bequests per the Will

Home Contents & Personal Belongings Inventory

Assets & Liabilities Inventory for Probate

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.

✔ Record all assets and liabilities
✔ Key document to apply for Probate
✔ Automatically determine the Estate value

Assets & Liabilities Inventory for Probate

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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.

✔ Build trust with Beneficiaries
✔ 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.

✔ Explain the Estate composition
✔ Inform Beneficiaries of their inheritance
✔ Avoid disputes by requesting sign-off

Estate Distribution Letter Template

Testamentary Costs & Executor Expense Tracker for Reimbursements

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.

✔ Stay organised
✔ Keep track of all expenses
✔ Seek reimbursement from the Estate

Testamentary Costs & Executor Expense Tracker 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.

✔ Stay organised
✔ Keep track of your time
✔ Seek commission 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.

✔ Simple to complete and sign
✔ Major bank addresses included
✔ Authorise someone to act on your behalf

Letter of Authorisation - Banks

Download & Get Started Right Away

Light

$49 one-off

don’t pay $67 and save $18

Suits Executors and Administrators who aren’t sure about the process and their approach yet and want to find out how to get started.

What you receive:
3 Checklists & Tools

Essential

$99 one-off

don’t pay $199 and save $100

Suits Executors and Administrators who want to navigate the process confidently to successfully finalise and distribute the Estate.

three round icons showing award of most used executor checklists customer satisfaction and money back guarantee

What you receive:
9 Checklists & Tools

Premium

$459 one-off

don’t pay $589 and save $130

Suits Executors and Administrators who value guidance and support to progress the Deceased Estate administration.

What you receive:
9 Checklists & Tools +
3 Hours of personal guidance & support1

Things you should know

1Personal guidance and support provided by simplyEstate will be via phone or email. Support can include administrative activities on behalf of the Executor but will not include providing legal, tax, financial, or any other specific advice as outlined in our Terms & Conditions. Any costs to third-party providers, organisations and government agencies associated with activities completed by simplyEstate are not included in this price and will be on-charged in full.

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

 

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