Executor Responsibilities Checklist (Australia)

If you’ve been named as an executor, it can feel unclear where to begin or what you’re responsible for.

This checklist breaks the role down into simple, manageable steps so you can understand what needs to be done, and when.

You can also save or print this checklist to follow along as you go.

You don’t need to do everything at once. The process happens over time.

In simple terms

The executor is responsible for administering the estate according to the will and law.

In plain English

If you’re an executor, your role includes:

1. Understanding the estate
2. Handling any legal steps (including probate if required)
3. Distributing the estate properly

Stage 1: Early steps

Focus on understanding the situation and getting organised.

• Locate the original will
• Confirm whether you’re the executor and you can/will act
• Arrange the funeral (if required)
• Secure property and belongings
• Begin identifying assets and debts
• Order the death certificate – the funeral director may apply for this

Stage 2: Understanding the estate

Build a clear picture of what is involved.

• List all assets (bank accounts, property)
• List superannuation and insurance seperately, these may not always form part of the estate
• List all debts (loans, credit cards, bills)
• Gather important documents
• Contact key organisations

Many people find it helpful to use a structured guide to keep track of these steps and avoid missing anything.

Get the Probate Starter Guide ($25)
A simple, step-by-step resource designed to help you stay organised and avoid common mistakes.

Typical timeline

Every estate is different, but as a general guide:

• Early steps: first few days to weeks
• Probate (if required): can take a few months and varies by state, complexity and court processing
• Estate administration: several months or longer

The exact timing depends on how complex the estate is and how quickly information can be gathered.

Stage 3: Probate (if required)

Not all estates require probate, but if applicable by your state/territory:

• Confirm whether probate is required
• Prepare application documents
• Publish required notice
• Submit application to the court
• Respond to any requests from the court

Learn more: Do I need probate in Australia?

Stage 4: Managing the estate

Once probate is granted (if required), you can begin managing the estate by formally requesting access assets requiring probate.

• Access bank accounts and assets
• Close or transfer accounts (depending on institution)
• Pay debts and liabilities (seek advice if estate may be insolvent or disputed)
• Keep records of all transactions

Stage 5: Distributing the estate

Once everything is settled:

• Confirm all debts have been paid before final distribution
• Distribute assets according to the will after debts, liabilities and legal requirements are addressed.
• Communicate with beneficiaries
• Finalise accounts

A simple way to stay organised

It can help to keep track of:

• who you’ve contacted
• what has been completed
• what is still outstanding

Staying organised can make the process feel much more manageable.

Common things people miss

• Missing documents or incomplete information
• Not checking whether probate is required
• Delays in contacting organisations
• Losing track of what has been done

Even small gaps can slow things down.

When to get help

You may want to consider professional support if:

• the estate is complex
• there is no will
• there are disputes
• you feel unsure or overwhelmed

Not sure where to start?

???? Start with: What to do when someone dies
???? Learn: What is probate

Take things one step at a time

Being an executor is a process that unfolds over time.

You don’t need to complete everything immediately, just focus on the next step.