Last updated: October 2023

Testimonials

What Our Customers Say

Find out what our customers say about simplyEstate. We hope our platform, resources and guidance were valuable to you and we would be grateful if you could leave us a 5-Star Google Review to help other Australian families after a loss. If you think we can improve, we would like to hear from you at info@simplyestate.com.au.

5/5

“I wish I’d found your site earlier in the process – it is incredibly useful, clear and easy to understand. I am most impressed with your customer service and helpfulness.”

 

Alison Bird
Executrix – Melbourne VIC

5/5

“Fantastic resource, it has been my gospel during the estate administration process allowing me to just cross things off or read if they are relevant. Thanks for your effort and diligence in putting this information in the public domain.”

 

Kevin Dickinson
Executor – Brisbane QLD

5/5

“I found your website and the extensive process guide extremely helpful to read about what needs to be done, and have purchased the tools so I can properly execute my wife’s will.”

 

Gary Wall
Executor – Sydney NSW

5/5

“I found the forms to be easily followed and looked professional. It saved me time and hundreds, if not thousands or dollars to use the forms. Using the forms made the process a whole lot easier, thank you SimplyEstate.”

 

Debrah Stack
Executrix – Brisbane QLD

5/5

“I cannot recommend this site highly enough…information is so accessible and it leads you gently through the plethora of tasks you need to deal with at this time, despite the overwhelming emotions and mental fog you are feeling”

 

Lorraine Caddy
Joint Executrix – Melbourne VIC

5/5

“Very helpful resource for anybody trying to navigate Probate issues”

 

George Coau
Executor – Perth WA

5/5

“I downloaded all Checklists & Tools, which proved very useful. It allowed me to keep all expenses of my late mother’s estate organised. It was easy to pay and download and wish I had found simplyEstate earlier.”

 

Brian Crowley
Executor – Perth WA

5/5

“This online guide and the affordable tools were invaluable.  They really helped me understand what needed to be done. They gave me the confidence to act as Joint Executor. The Beneficiaries were given a clear overview of my late mother’s estate value. I found using the assets and liabilities spreadsheet easy and intuitive.”

 

Chris Quinn
Joint Executor – Townsville QLD

5/5

“I recently purchased the Checklist and Tools from simplyEstate, as I was struggling to get my head around valuations before applying for probate. I used the assets and liabilities spreadsheet and found it a wonderful tool […] and it impressed my solicitor when I presented the outcome of my calculations. Highly recommend this tool […]”

 

Margaret Hurd

Executrix – Wangaratta VIC

5/5

“After spending a long time searching for help with a deceased estate during Covid and meeting brick wall after brick wall due to staff shortages and other issues, I came across Simply Estate online. Wow…what a difference Stephan made. […] All in all we couldn’t be happier and recommend Simply Estate very highly.”

 

Sue West

Beneficiary – Dumbleyung WA

5/5

“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

5/5

“I can’t thank Stephan from simplyEstate enough for his advice and support during the many months of finalising an estate in QLD. His helpfulness and input along the way helped me ask the right questions of the solicitor who was managing the affairs to speed things up. If you ever have to manage an estate, I would recommend speaking with Stephan.”

 

Nicolette Monster
Executrix – Cairns QLD

5/5

“I wanted some good clear information to show my son and daughter in law before asking them to take on the role of executors of my estate. I found simplyEstate explained things very clearly, presented additional information to clarify matters and just made me feel confident that they were there to help if more advice was needed. I feel my executors will be in good hands if they ever need to use the services of simplyEstate”

 


Carolyn Field

Testator – Perth WA

5/5

“I am so grateful to Stephan from the simplyEstate Team, for helping me navigate through aspects of my uncles deceased estate. His customer service and follow up is more than I could ever have expected. The information available on this website is valuable for so many people.”

 

Narelle Kay
Executrix – Melbourne VIC

5/5

“It is hard enough having your mother pass away but tougher still when trying to comply with solicitors requests for an Income & Assets Inventory.
I found this program of great assistance to me. I was able to input all the relevant data, save & print it out, ready for an appointment with our solicitors.
I believe your product should be made available through solicitors, to all those who are executors for estates, it is so helpful. Thank you”

 

Greg P
Executor – Toowoomba QLD

5/5

“I would highly recommend Stephan at SimplyEstate. I found him very helpful, listened to my concerns & looked for solutions to assist. I better understand my approach to property title transfer & bank accounts so I can fulfill my executor duties.”

 

Peter Mackay
Executor

5/5

“I recently finalised my late father’s estate and could not have done it properly without the excellent and tailored support offered by Stephan from Simply Estate. I totally recommend their easy to follow and cost effective DIY offering for those who need some help and peace of mind in navigating all the tasks necessary for a layperson administering an estate, and the savings in not having to go through a solicitor meant larger distributions to beneficiaries. Keep up the good work Stephan!”

 

Darron Jensz
Executor – Melbourne VIC

5/5

“I had a phone consult with SimplyEstate as I am the executor of my Father’s estate and wanted some advice regarding the final stages of the admin of the estate. They were very helpful and answered all my queries. I wish I had found their site earlier in the process as they have many useful guides and templates which would have assisted me to manage the role. Thanks again for the assistance.”

 

Lindy Grahn
Executrix – Melbourne VIC

5/5

“After my 18yo son passed I had no idea what to do. I was going around and around in circles, getting nowhere. I came across simplyEstate and found all the information and direction I needed (for free). Stephan was extremely helpful and even followed up with more info.
Thank you for making an incredibly painful experience a little easier.”

 

Naomi Shipway
Administrator – Perth WA

5/5

“Exceptional service. Stefan who assisted me was very informative, knowledgeable and extremely helpful. He was detailed and clear to all my questions and a very good manner in the way he responded to these questions. This a valuable service and thank you for your support.”

 

Tim Heath
Executor

5/5

“Very detailed and comprehensive. It explains things thoroughly and lots of resources to back it up. A real time saver and money saver for those who will be engaged as executor of a will.

 

Mike Villanueva
Executor

5/5

“thank you so much for the information in the deceased estate administration guide on your website, its so good i feel a bit bad to get all that information for free. It is so straight forward & easy to understand, its like ‘estate admin for dummies’. Doing the estate admin for my late relative has been very stressful, there are so many legal hoops to jump thru nowadays. But this made it easy since i can’t afford to pay massive lawyers fees, thanks again.”

 

Red Rooster
Executor – Box Hill VIC

5/5

“By far the most comprehensive guide to navigating the Steps that need to be taken after the loss of a Loved one. I was able to follow these steps after my Mum passed in March 2020, although wish I had them right from the very start. As trying to move forward without the guidance is difficult, especially while grieving the loss of a loved one.

You won’t find this information anywhere, even on Government websites which is where it should be.”

 

Ben Jones
Executor – Perth WA

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