Skip to content
simplyEstate
  • Estate Planning
    • Overview
      • What Is Estate Planning
      • 1. Why Plan Your Estate
      • 2. Critical Information & Wishes
      • 3. Prepare Legal Documents
      • 4. Financial Planning
      • 5. How to Plan Your Estate
    • Services
      • Estate Planning Services
      • > Free Trial
  • Estate Administration
    • Overview & Services
      • How to Administer a Deceased Estate
      • > Checklists & Tools
      • simplyNotify Service
      • Phone Appointments
    • Immediate Steps
      (Steps 1-3)
      • 1. Immediate Steps After a Death
      • 2. Notify Family, Friends & Care Services
      • 3. Seek Help & Assistance
    • Executor & Funeral
      (Steps 4-7)
      • 4. Locate the Will & Insurance Information
      • 5. Determine the Executor or Administrator
      • 6. Organise Transportation of the Body
      • 7. Organise the Funeral
    • Important Documents
      (Steps 8-12)
      • 8. Apply for the Death Certificate
      • 9. Request Allowances & Government Support
      • 10. Source Other Relevant Documents
      • 11. Prepare Documents & Certified Copies
      • 12. Notify Government, Companies & Organisations
    • Beneficiaries & Estate Value
      (Steps 13-20)
      • 13. Determine the Beneficiaries for Inheritance
      • 14. Pay Bills, Mortgage & Other Debts
      • 15. Prepare an Assets & Liabilities Inventory
      • 16. Clear the Home or Residence
      • 17. Value the Home & Arrange for Rent or Sale
      • 18. Value Cars & Arrange for Sale
      • 19. Deal with Banks & Finances
      • 20. Review Business Dealings, Trusts & Shares
    • Other Tasks
      (Steps 21-23)
      • 21. Check & Redirect Post
      • 22. Cancel Contracts, Subscriptions & Memberships
      • 23. Close Social Media & Other Online Accounts
    • Superannuation & Insurance
      (Steps 24-25)
      • 24. Claim Superannuation Death Benefit
      • 25. Claim Insurance & Other Benefits
    • Grant of Probate & Tax
      (Steps 26-32)
      • 26. Finalise Assets & Liabilities Inventory
      • 27. Apply for Grant of Probate or Letters of Administration
      • 28. Request Tax Advice for Effective Distribution
      • 29. Open Testamentary Trust Account
      • 30. Prepare Estate & Request Transfer of Assets
      • 31. Pay Reimbursements & Executor Services
      • 32. Prepare and Lodge Tax Returns
    • Finalise & Distribute Estate
      (Steps 33-34)
      • 33. Inform Beneficiaries of Estate Value
      • 34. Finalise & Distribute the Deceased Estate
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In
simplyEstate
  • Estate Planning
    • Overview
      • What Is Estate Planning
      • 1. Why Plan Your Estate
      • 2. Critical Information & Wishes
      • 3. Prepare Legal Documents
      • 4. Financial Planning
      • 5. How to Plan Your Estate
    • Services
      • Estate Planning Services
      • > Free Trial
  • Estate Administration
    • Overview & Services
      • How to Administer a Deceased Estate
      • > Checklists & Tools
      • simplyNotify Service
      • Phone Appointments
    • Immediate Steps
      (Steps 1-3)
      • 1. Immediate Steps After a Death
      • 2. Notify Family, Friends & Care Services
      • 3. Seek Help & Assistance
    • Executor & Funeral
      (Steps 4-7)
      • 4. Locate the Will & Insurance Information
      • 5. Determine the Executor or Administrator
      • 6. Organise Transportation of the Body
      • 7. Organise the Funeral
    • Important Documents
      (Steps 8-12)
      • 8. Apply for the Death Certificate
      • 9. Request Allowances & Government Support
      • 10. Source Other Relevant Documents
      • 11. Prepare Documents & Certified Copies
      • 12. Notify Government, Companies & Organisations
    • Beneficiaries & Estate Value
      (Steps 13-20)
      • 13. Determine the Beneficiaries for Inheritance
      • 14. Pay Bills, Mortgage & Other Debts
      • 15. Prepare an Assets & Liabilities Inventory
      • 16. Clear the Home or Residence
      • 17. Value the Home & Arrange for Rent or Sale
      • 18. Value Cars & Arrange for Sale
      • 19. Deal with Banks & Finances
      • 20. Review Business Dealings, Trusts & Shares
    • Other Tasks
      (Steps 21-23)
      • 21. Check & Redirect Post
      • 22. Cancel Contracts, Subscriptions & Memberships
      • 23. Close Social Media & Other Online Accounts
    • Superannuation & Insurance
      (Steps 24-25)
      • 24. Claim Superannuation Death Benefit
      • 25. Claim Insurance & Other Benefits
    • Grant of Probate & Tax
      (Steps 26-32)
      • 26. Finalise Assets & Liabilities Inventory
      • 27. Apply for Grant of Probate or Letters of Administration
      • 28. Request Tax Advice for Effective Distribution
      • 29. Open Testamentary Trust Account
      • 30. Prepare Estate & Request Transfer of Assets
      • 31. Pay Reimbursements & Executor Services
      • 32. Prepare and Lodge Tax Returns
    • Finalise & Distribute Estate
      (Steps 33-34)
      • 33. Inform Beneficiaries of Estate Value
      • 34. Finalise & Distribute the Deceased Estate
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In
simplyEstate runs a secure SSL website with compliant payment gateways and is proudly Australian

Disclaimer: The Content provided by simplyEstate is not comprehensive and is intended for general information purposes only. It does not take into account your specific needs, objectives or circumstances, and it is not advice including (without limitation) legal advice, financial advice, accounting advice, tax advice or medical advice. You should rely on your own critical evaluation of the information provided and seek appropriate professional advice. By using our website and making use of our services, you agree to our Terms & Conditions and Privacy Policy. If you do not agree with any of these you must immediately stop using this website.

Copyright © 2018-2020 simplyEstate Pty Ltd. All Rights Reserved.

Home | Terms & Conditions | Privacy Policy

  • Home
  • Estate Planning
    • What Is Estate Planning
    • > Why Plan Your Estate
    • How to Plan Your Estate
    • Free Trial
  • Estate Administration
    • How to Administer a Deceased Estate
    • > Process Guide
      • Immediate Steps (Steps 1-3)
        • 1. Immediate Steps After a Death
        • 2. Notify Family, Friends & Care Services
        • 3. Seek Help & Assistance
      • Executor & Funeral (Steps 4-7)
        • 4. Locate the Will & Insurance Information
        • 5. Determine the Executor or Administrator
        • 6. Organise Transportation of the Body
        • 7. Organise the Funeral
      • Important Documents (Steps 8-12)
        • 8. Apply for the Death Certificate
        • 9. Request Allowances & Government Support
        • 10. Source Other Relevant Documents
        • 11. Prepare Documents & Certified Copies
        • 12. Notify Government, Companies & Organisations
      • Beneficiaries & Estate Value (Steps 13-20)
        • 13. Determine the Beneficiaries for Inheritance
        • 14. Pay Bills, Mortgage & Other Debts
        • 15. Prepare an Assets & Liabilities Inventory
        • 16. Clear the Home or Residence
        • 17. Value the Home & Arrange for Rent or Sale
        • 18. Value Cars & Arrange for Sale
        • 19. Deal with Banks & Finances
        • 20. Review Business Dealings, Trusts & Shares
      • Other Tasks (Steps 21-23)
        • 21. Check & Redirect Post
        • 22. Cancel Contracts, Subscriptions & Memberships
        • 23. Close Social Media & Other Online Accounts
      • Superannuation & Insurance (Steps 24-25)
        • 24. Claim Superannuation Death Benefit
        • 25. Claim Insurance & Other Benefits
      • Grant of Probate & Tax (Steps 26-32)
        • 26. Finalise Assets & Liabilities Inventory
        • 27. Apply for Grant of Probate or Letters of Administration
        • 28. Request Tax Advice for Effective Distribution
        • 29. Open Testamentary Trust Account
        • 30. Prepare Estate & Request Transfer of Assets
        • 31. Pay Reimbursements & Executor Services
        • 32. Prepare and Lodge Tax Returns
      • Finalise & Distribute Estate (Steps 33-34)
        • 33. Inform Beneficiaries of Estate Value
        • 34. Finalise & Distribute the Deceased Estate
    • > Checklists & Tools
    • Phone Appointments
  • Events
    • Upcoming Events
    • Organise Events
  • About Us
  • Contact Us
  • Log In