The death of a loved one can be a difficult time. It can be even more complicated with assets both in Australia and overseas or a blended or vulnerable beneficiaries. We help you to fulfill your duties as an executor or administrator in a timely, orderly and dignified manner. We assist you from the first step (understanding what is the Estate), through to obtaining the grant, to administering and then distributing the Estate.
An executor or administrator’s role is primarily to administer the deceased’s estate. The exact requirements can vary, however an executor usually:
- makes funeral arrangements;
- obtains a Grant of Probate or Letters of Administration (if required);
- notifies banks and other relevant businesses;
- takes control of assets – collects in the assets and distributes same;
- liaises with accountants or tax lawyers to attend to the tax returns for the deceased and the deceased estate or real estate agents or share brokers for the sale of assets;
- manages estate disputes;
- pays debts of the estate;
- preparing a distribution statement (or accounting to the beneficiaries); and
- distributes assets to the beneficiaries.
Our team are here to support you with all aspects of deceased estate administration. From liaising with third parties, assisting with tax advice, dealing with claims against the Estate, all the way through to simpler items, we are here to help.
Approach
Our usual approach is to:
- provide you with a clear and transparent fee quote;
- discuss your requirements; and
- tailor a solution with your specific circumstances in mind.
