Estate Management Resources
Managing a deceased estate can feel overwhelming, confusing, and frustrating on top of the grief and loss you're already feeling. We want to make it as easy as possible for you to navigate the bureaucracy, red tape, and tasks required to finalise the estate of someone you love.
These resources are designed to be used in collaboration with us we help you navigate estate administration, or on your own if you've chosen to self manage the estate administration process.
ESTATE MANAGEMENT
Full Executor Checklist
ESTATE MANAGEMENT
What To Do With The Body
ESTATE MANAGEMENT
Immediate Tasks For The Executor
ESTATE MANAGEMENT
Accessing The Deceased's Home
ESTATE MANAGEMENT
How To Locate A Will
ESTATE MANAGEMENT
Notifying People Of The Death
ESTATE MANAGEMENT
Making Funeral Preparations
ESTATE MANAGEMENT
Applying For A Death Certificate
ESTATE MANAGEMENT
Role of Executor or Administrator
ESTATE MANAGEMENT
Understanding The Will
ESTATE MANAGEMENT
Finding Important Documents
ESTATE MANAGEMENT
Determining The Beneficiaires
ESTATE MANAGEMENT
Cleaning Up The Deceased's Home
ESTATE MANAGEMENT
Assets And Liabilities Register
ESTATE MANAGEMENT
Applying For A Grant Of Probate
ESTATE MANAGEMENT
Closing Bank Accounts
ESTATE MANAGEMENT
Notifying Government Depts
ESTATE MANAGEMENT
Cancelling Other Services
ESTATE MANAGEMENT
Closing Social Media Accounts
ESTATE MANAGEMENT
Superannuation Death Benefits
ESTATE MANAGEMENT
Claiming Insurance Benefits
ESTATE MANAGEMENT
Preparing A Property For Sale
ESTATE MANAGEMENT
Selling/Transferring Vehicles
ESTATE MANAGEMENT
Selling/Transferring Shares
ESTATE MANAGEMENT
Testamentary Trust Set-Up
ESTATE MANAGEMENT
Preparing A Notice To Creditors
ESTATE MANAGEMENT
Completing Tax Returns
ESTATE MANAGEMENT
Reimbursing Testamentary Costs
ESTATE MANAGEMENT
Preparing A Distribution Notice
ESTATE MANAGEMENT
Distributing To Beneficiaries
ESTATE MANAGEMENT
Bereavement Assistance
ESTATE MANAGEMENT
Avoiding Disputes With Beneficiaries
ESTATE MANAGEMENT
Testamentary Trust Information for Beneficiaries
ESTATE MANAGEMENT
Testamentary Trust Information for Executors
