Simple Executor Checklists & Tools
Australia's most used Probate Checklists for Executors and Administrators
✓ Gain complete overview & step-by-step guidance
✓ Avoid missing crucial tasks & costly mistakes
✓ Successfully finalise & distribute the Estate
We understand that the Deceased Estate administration process can seem daunting and unclear at first, especially during this difficult time. Rest assured our proven Executor Checklists & Tools are suitable for all situations and requirements.
Featured In
Find Your Suitable Checklists & Tools
by answering a few simple questions.
What Our Users Say
“I can’t thank you enough for making these essential checklists available. I was trying to take it step by step but didn’t get ahead. Recommend the checklists to all executors, you won’t regret it.”
Greg Taylor
Executor – Sydney NSW
“I was blown away by the tools and procedures provided here. I wish I had found this service sooner. I thoroughly recommend this website, the tools and service”
Isabella Leifi
Executrix – Melbourne VIC
“I wish I’d found Simply Estate much earlier : the information on the site would have helped me ask the right questions of lawyers and saved some of the stress in administering a friend’s estate . The templates and checklists are easy to understand and indicate where there are differences between states.”
Katherine Capper
Executrix – Brisbane QLD
Executor Checklist & Tool Packages
Light
$49 one-off
don’t pay $67 and save $18
Suits Executors and Administrators who aren’t sure about the process and their approach yet and want to find out how to get started.
What you receive:
3 Checklists & Tools
Essential
$99 one-off
don’t pay $199 and save $100
Suits Executors and Administrators who want to navigate the process confidently to successfully finalise and distribute the Estate.
What you receive:
9 Checklists & Tools
Premium
$459 one-off
don’t pay $589 and save $130
Suits Executors and Administrators who value guidance and support to progress the Deceased Estate administration.
What you receive:
9 Checklists & Tools +
3 Hours of personal guidance & support1
Compare Packages
| Light |
Essential |
Premium |
|
|---|---|---|---|
| Gain clarity about the process and your approach options | ✓ | ✓ | ✓ |
| Find out what important documents you will need | ✓ | ✓ | ✓ |
| Record valuables before they're taken by Beneficairies | ✓ | ✓ | ✓ |
| Automatically calculate the Estate scope and value for Probate | ✓ | ✓ | |
| Inform Beneficiaries of their role and the process | ✓ | ✓ | |
| Communicate inheritances and request sign-off | ✓ | ✓ | |
| Track costs to seek reimbursement from the Estate | ✓ | ✓ | |
| Track time spent to seek commission from the Esate | ✓ | ✓ | |
| Delegate your Executor authority when you need assistance | ✓ | ✓ | |
| Personal Guidance & Administration Support from simplyEstate | ✓ | ||
| Total | $49 |
$99 |
$459 |
Have a Question?
“Our mission is to empower Executors & Administrators to make Deceased Estate administration simple.”
Stephan Dahinden
Managing Director & Founder
Email us your question and we will help find the most suitable Checklists for you.
Free Executor & Administrator Handbook Summary
The free simplyEstate Executor & Administrator Guide is a practical summary of the Complete Executor & Administrator Handbook providing an overview of all steps needed to successfully administer, finalise and distribute a Deceased Estate in Australia.
✔ Gain an overview
✔ Avoid missing anything
✔ Help find out your approach
Free Download
Please provide your details to receive the Free Executor Handbook Summary via email straight away.
Individual Checklists & Tools
If you are en experienced Executor or Administrator and know exactly which documents you’re after, you can purchase these individually. If you aren’t quite sure, we highly recommend buying the Essential Package, which was carefully put together for best value knowing that all Executors will need most if not all of those Checklists & Tools.
Complete Executor & Administrator Handbook
The simplyEstate Complete Executor and Administrator Handbook is the ultimate checklist and guide that every Executor needs. It summarises the 34 steps to successfully finalise and distribute a Deceased Estate, including key principles, pro tips and pitfalls to watch out for taken from learnings of over 3,500 Deceased Estates.
✔ Gain a complete overview
✔ Avoid timely & costly mistakes
✔ Distribute the Estate with confidence
Complete Executor & Administrator Handbook
Important Documents Checklist
The simplyEstate Important Documents Checklist provides an overview of the most commonly used documents for deceased estate administration and what certified copies should be prepared by Executors and Administrators to save time.
✔ Know what key documents are needed
✔ Make certified copies to not lose originals
✔ Avoid additional trips to the Justice of the Peace
Important Documents Checklist
Home Contents & Personal Belongings Inventory
The simplyEstate Home Contents & Personal Belongings Inventory is a simple to use spreadsheet to allow Executors and Administrators capture all the home contents and personal belongings of the deceased person before clearing the home and keep track of willed items.
✔ Record valuables before removal
✔ Reduce disputes with Beneficiaries
✔ Keep track of gifts and bequests per the Will
Home Contents & Personal Belongings Inventory
Assets & Liabilities Inventory for Probate
The simplyEstate Assets & Liabilities Inventory is a simple estate spreadsheet Executors use to capture everything belonging to a deceased person. Use this executor accounting spreadsheet to automatically determine what forms part of the Estate and calculate the total Estate value to apply for Probate.
✔ Record all assets and liabilities
✔ Key document to apply for Probate
✔ Automatically determine the Estate value
Assets & Liabilities Inventory for Probate
click image to see how it works
Beneficiary Inheritance Guide
The simplyEstate Beneficiaries Information Leaflet is a simple document that Executors and Administrators can provide to Beneficiaries to help understand what estate administration involves and what they can expect when nominated to inherit from an estate.
✔ Build trust with Beneficiaries
✔ Avoid confusion and disputes
✔ Clarify what Beneficiaries can expect
Beneficiary Inheritance Guide
Estate Distribution Letter Template
The simplyEstate Estate Distribution Letter to Beneficiaries is a document that Executors and Administrators can complete to issue a letter to communicate the estate and inheritance details before distribution of the estate to beneficiaries.
✔ Explain the Estate composition
✔ Inform Beneficiaries of their inheritance
✔ Avoid disputes by requesting sign-off
Estate Distribution Letter Template
Testamentary Costs & Executor Expense Tracker for Reimbursements
The simplyEstate Testamentary Costs & Executor Expense Tracker is a simple to use spreadsheet to assist Executors and Administrators track all costs and expenses relating to the deceased estate administration. It is used to seek reimbursements once the estate funds are transferred to the estate.
✔ Stay organised
✔ Keep track of all expenses
✔ Seek reimbursement from the Estate
Testamentary Costs & Executor Expense Tracker for Reimbursements
click image to see how it works
Executor & Administrator Timesheet
The simplyEstate Executor & Administrator Timesheet is a simple to use spreadsheet to track time spent on deceased estate administration activities. It is used to seek adequate compensation for the estate administration duties where appropriate, before the residual estate is distributed as inheritance.
✔ Stay organised
✔ Keep track of your time
✔ Seek commission from the Estate
Executor & Administrator Timesheet
click image to see how it works
Letter of Authorisation - Banks
The simplyEstate Letter of Authorisation is a simple to use document to assist Executors and Administrators provide authority to another person to act on their behalf with the nominated Bank or Financial Institution. If you are located far away or don’t have enough time, this will allow you to progress swiftly.
✔ Simple to complete and sign
✔ Major bank addresses included
✔ Authorise someone to act on your behalf
Letter of Authorisation - Banks
Download & Get Started Right Away
Light
$49 one-off
don’t pay $67 and save $18
Suits Executors and Administrators who aren’t sure about the process and their approach yet and want to find out how to get started.
What you receive:
3 Checklists & Tools
Essential
$99 one-off
don’t pay $199 and save $100
Suits Executors and Administrators who want to navigate the process confidently to successfully finalise and distribute the Estate.
What you receive:
9 Checklists & Tools
Premium
$459 one-off
don’t pay $589 and save $130
Suits Executors and Administrators who value guidance and support to progress the Deceased Estate administration.
What you receive:
9 Checklists & Tools +
3 Hours of personal guidance & support1
Things you should know
1Personal guidance and support provided by simplyEstate will be via phone or email. Support can include administrative activities on behalf of the Executor but will not include providing legal, tax, financial, or any other specific advice as outlined in our Terms & Conditions. Any costs to third-party providers, organisations and government agencies associated with activities completed by simplyEstate are not included in this price and will be on-charged in full.
The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.
Pay with confidence at simplyEstate – we use Stripe for secure payment processing.