Estate Administration

Administering a deceased estate can be complicated, and at times, very stressful for both beneficiaries and executors of an estate.

​

As an executor/administrator of an estate, you have various duties which you owe to the beneficiaries of the estate, including a duty to administer the deceased person’s assets in an efficient and effective manner.

​

So, let us help you by:

• Advising executors and trustees in regard to their duties and rights

• Interpreting the Will

• Obtaining Probate or Letters of Administration, if required

• Dealing with an intestate estate

• Identifying estate assets and liabilities

• Obtaining valuations of estate property

• Informing government bodies including Centrelink and Veterans Affairs

• Collecting estate financial assets including superannuation, bank funds, shares, outstanding loans, and insurance payouts

• Selling or transferring estate property

• Organising payment of estate debts including  funeral costs, testamentary expenses, personal debts and  mortgages

• Advising in regard to family and testamentary trusts

• Distributing bequests and inheritances to beneficiaries

• Advise on tax and stamp duty implications of deceased estates

• Organising information for estate tax returns and arranging preparation and lodgement

• Assisting with family mediation and negotiation in complex and/or disputed estates and

• Preparing or advising on Deeds of Family Arrangement (to settle disputes).

Our specialist team has the experience, connection and empathy needed to guide and assist you through this process and to ensure the best possible outcomes are achieved with the least amount of stress for all parties involved.