Essential Executor Checklists & Tools
Australia's most used Executor Checklists & Toolsto successfully finalise and distribute an Estate with ease
✔ Gain a high-level overview of the Estate administration process
✔ Identify activities that you want to do yourself or outsource to save time
✔ Automatically calculate Estate inclusions and total value for Probate
Who is the Essential Package for?
Suits Executors and Administrators who either want to engage a law-firm for the complete process or only the probate application and complete some administration tasks themselves. Be best prepared for the hand-over with your lawyer or tackle activities yourself in the most time-efficient way.
How You Can Save
Save an average of 37% of the total Deceased Estate administration costs using the simplyEstate Executor Checklists & Tools. Read more here.
What You Receive
Find more detail about all included Checklists & Tools to the right and below.
Find more detail about all included Checklists & Tools below.
Essential
$99 one-off
don’t pay $199 and save $100
- Complete Executor & Administrator Handbook (valued $29)
- Important Documents Checklist (valued $19)
- Home Contents & Personal Belongings Inventory (valued $19)
- Assets & Liabilities Inventory for Probate (valued $29)
- Beneficiary Inheritance Guide (valued $19)
- Estate Distribution Letter Template (valued $29)
- Testamentary Costs & Executor Expense Tracker (valued $19)
- Executor & Administrator Timesheet (valued $19)
- Letter of Authorisation – Banks & Financial Institutions (valued $19)
Navigate the process with confidence and impress your lawyer when sharing documents.
Immediately save $900 in lawyer fees by being well informed and prepared.1
What Our Users Say
“The assets and liabilities spreadsheet of the essential checklists was brilliant. Even my solicitor was impressed by what (and how) I’d captured information. She says she has everything she needs for Probate, which is a weight off my mind.”
Margaret Hurd
Executrix – Wangaratta VIC
“I can’t thank you enough for making the essential checklists available to provide a complete overview. I was trying to take it step by step but didn’t get ahead. Recommend the Essential Checklists to all executors, you won’t regret it.”
Greg Taylor
Executor – Sydney NSW
“I’m very glad to have found these essential checklists and templates quite early on. I don’t know how we could of completed everything and paid the inheritance to beneficiaries in time.”
Ross Brown
Joint Executor – Geelong VIC
Compare Checklist & Tool Packages
| 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 | $99 |
$459 |
How You Can Save
Reduce the Average Estate Administration Costs by 37%
Executors and Administrators who use the Essential Checklists & Tools save on average 37% of the total Estate management costs2.
Gain a solid overview of the process, be able to choose which administrative tasks to do yourself or outsource, and save time and fees by being fully prepared when engaging a lawyer for Probate application or the complete process.
Have a Question?
“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.
What You Receive
The Essential Checklists & Tools include the following documents that have been carefully put together to assist with successfully finalising and distributing an Estate with less effort and at a lower cost. Filled with tips and pitfalls to look out for, you will be guided to complete tasks in your own time when it suits you.
Complete Executor & Administrator Handbook
The 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 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 Home Contents & Personal Belongings Inventory is a simple to use spreadsheet for Executors and Administrators to capture all the home contents and personal belongings of the deceased person before clearing the home and to 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 Assets & Liabilities Inventory is an automated 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
click image to see how it works
Beneficiary Inheritance Guide
The Beneficiary Inheritance Guide is a simple document that Executors and Administrators should provide to Beneficiaries to help them understand what Estate administration involves, what everyone’s roles are 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 to Beneficiaries Template
The Estate Distribution Letter to Beneficiaries template is a document that Executors and Administrators should complete and issue to all Beneficiaries to clearly communicate the Estate and inheritance details before finalisation and distribution.
✔ Explain the Estate composition
✔ Inform Beneficiaries of their inheritance
✔ Avoid disputes by requesting sign-off
Estate Distribution Letter to Beneficiaries Template
Testamentary Costs & Executor Expense Tracker for Reimbursements
The 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 and pay reimbursements once the Estate funds are available.
✔ 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 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 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
Essential
$99 one-off
don’t pay $199 and save $100
- Complete Executor & Administrator Handbook (valued $29)
- Important Documents Checklist (valued $19)
- Home Contents & Personal Belongings Inventory (valued $19)
- Assets & Liabilities Inventory for Probate (valued $29)
- Beneficiary Inheritance Guide (valued $19)
- Estate Distribution Letter Template (valued $29)
- Testamentary Costs & Executor Expense Tracker (valued $19)
- Executor & Administrator Timesheet (valued $19)
- Letter of Authorisation – Banks & Financial Institutions (valued $19)
Navigate the process with confidence and impress your lawyer when sharing documents.
Immediately save $900 in lawyer fees by being well informed and prepared.1
Things you should know
1Lawyer fees saved is based on the time spent at $450 per hour to explain administrative aspects covered in these Checklists.
2Figures shown are for a Deceased Estate worth $561,636 (Australian average based on HSBC’s global Future of Retirement report) and costs include probate advertising, probate application, general legal advice, various administration costs, conveyancing of one property, tax advice and tax return preparation, and excludes funeral costs.
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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