Light Executor Checklists & Tools
Some of Australia's most used Executor Checklists & Tools to gain an overview and get started with confidence
✔ Gain a complete overview of the process, roles and approaches
✔ Take control of the Estate early to avoid issues down the track
✔ Record personal belongings and home contents before they’re taken
Who is the Light Package for?
Suits Executors and Administrators who aren’t quite sure what the process involves and wish to get a quick overview of all steps, find out about what approaches are available and gain immediate control of personal belongings and home contents to avoid issues and disputes arising along the way.
How You Can Save
Save an average of 37% of the total Deceased Estate administration costs using the Essential 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.
Light
$49 one-off
don’t pay $67 and save $18
- Complete Executor & Administrator Handbook (valued $29)
- Important Documents Checklist (valued $19)
- Home Contents & Personal Belongings Inventory (valued $19)
Get started with confidence.
Immediately save $300 in lawyer fees by being well informed.1
What Our Users Say
“I was quite lost after my mother passed away and completely underestimated the activities I had to do. Simply Estate’s checklists and tools were invaluable and I highly recommend them to anyone in a similar situation. After the simple download I was guided with confidence to deal with the estate as my mother would have wanted me to.”
Nicole Ramsey
Executrix – Sydney NSW
“Losing a loved one is emotionally very difficult. Being faced shortly after with another difficult task as Executor can be overwhelming, especially if the estate is complex. Having the simplyEstate guidelines at hand made the task much easier to navigate with confidence and accuracy.”
Anthony Frizza
Executor – Melbourne VIC
“I found your website and the extensive process guide extremely helpful to read about what needs to be done, and have downloaded the tools so I can properly execute my wife’s will.”
Gary Wall
Executor – Sydney NSW
Compare Checklist & Tool Packages
| Light |
Essential |
|
|---|---|---|
| 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 | ✓ | |
| Total | $49 |
$99 |
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 Premium Checklists & Tools include our complete range of documents to assist you with managing the Estate administration process and hand-over to your lawyer with less effort and cost. Together with simplyEstate’s personalised support, you can hit the ground running.
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
Light
$49 one-off
don’t pay $67 and save $18
- Complete Executor & Administrator Handbook (valued $29)
- Important Documents Checklist (valued $19)
- Home Contents & Personal Belongings Inventory (valued $19)
Get started with confidence.
Immediately save $450 in lawyer fees by being well informed.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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