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Deceased Estate Administration Guide
Overview
How to Administer a Deceased Estate
Deceased Estate 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
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Menu
Services
Deceased Estate
> Checklists & Tools
> Administration Support
> Legal Support
Estate Planning
> Estate Planning Services
> Checklists & Tools
Deceased Estate Administration Guide
Overview
How to Administer a Deceased Estate
Deceased Estate 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
Feedback
Estate Administration Feedback
Blog
About Us
Company Profile
Contact Us
Log In
Home
Services
Deceased Estate
> Checklists & Tools
> Administration Support
> Legal Support
Estate Planning
> Estate Planning Services
> Checklists & Tools
Deceased Estate Administration Guide
Overview
How to Administer a Deceased Estate
Deceased Estate 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
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Company Profile
Contact Us
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