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Estate Planning
Overview
What Is Estate Planning
1. Why Plan Your Estate
2. Critical Information & Wishes
3. Legal Documents
4. Financial Planning
5. How to Plan Your Estate
Services
Estate Planning Services
> Free Trial
Events
Upcoming Events
Organise Events
Estate Administration
Services
How to Administer a Deceased Estate
> Administration Guide
> Checklists & Tools
> Executor & Administrator Support
> Trusted Partners
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 Estate to Beneficiaries
About Us
Company Profile
Contact Us
Log In
Menu
Estate Planning
Overview
What Is Estate Planning
1. Why Plan Your Estate
2. Critical Information & Wishes
3. Legal Documents
4. Financial Planning
5. How to Plan Your Estate
Services
Estate Planning Services
> Free Trial
Events
Upcoming Events
Organise Events
Estate Administration
Services
How to Administer a Deceased Estate
> Administration Guide
> Checklists & Tools
> Executor & Administrator Support
> Trusted Partners
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 Estate to Beneficiaries
About Us
Company Profile
Contact Us
Log In
Home
Estate Planning
What Is Estate Planning
How to Plan Your Estate
Free Trial
Events
Estate Administration
How to Administer a Deceased Estate
> Administration Guide
> Checklists & Tools
> Executor & Administrator Support
> Trusted Partners
Administration 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 Estate to Beneficiaries
About Us
Company Profile
Contact Us
Log In
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