For Australian executors
Everything you need to understand the process, avoid costly mistakes, and move forward with confidence.
Instant download
Ready-to-send templates
Everything to get started
Being named executor is an honour.
It means someone trusted you completely. But it also means you’re now responsible for a legal process most people have never encountered, at the worst possible time.
You’re dealing with grief. You’re fielding calls from family. And somewhere in between, you’re supposed to figure out what probate is, whether you need it, and what happens if you get it wrong.
Most executors start by searching online and end up more confused than when they started.
Others call a solicitor and get hit with fees before they even understand the basics.
A few try to wing it and miss something that costs weeks of delay.
None of that needs to happen. The process is manageable when you know what to do and in what order.
The problem
Without a clear process, the mistakes are easy to make and costly to fix.
Most executors don't know what to do first, or what order things need to happen in.
Paying a solicitor for questions you could have answered yourself.
Incorrect forms, missing documents, or wrong sequencing can set the process back by months.
Every stage covered in order, from the first few days through to final distribution.
Eight letters for banks, the ATO, super funds, Centrelink, insurers, and more.
Know exactly what you're doing, when to do it, and when you genuinely need a solicitor.
What's inside
A step-by-step process from day one through to final distribution of the estate.
Every task in the right order, across every stage of the probate process.
Copy-and-send letters for banks, the ATO, super funds, Centrelink, insurers, utilities, and employers.
A complete list of every document you'll need and where to get it.
Track every organisation you've notified so nothing falls through the cracks.
The errors that delay probate by weeks or months, and how to sidestep them before you submit anything.
An honest guide to what you can handle yourself and when a solicitor is genuinely worth it.
Is This For You?
Here's how to know before you buy.
$47/AUD
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Not every estate requires probate. It depends on what assets are involved and how they’re held. If the person owned property in their sole name, had significant bank accounts, or held shares, probate is almost certainly required. If assets were jointly owned or had named beneficiaries, it may not be. The guide walks you through exactly how to work this out before you do anything else.
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Some of it, yes. But the free information is scattered, inconsistent, and often written for lawyers rather than executors. What this guide does is bring everything into one place, in the right order, with the contact templates and organiser tools you’d otherwise have to build yourself. Most executors who buy it say the templates alone are worth the cost.
That depends on the estate. Preparation typically takes two to six weeks. Court processing takes another two to eight weeks after that. Administration varies. The guide includes a realistic timeline so you know what to expect at every stage and why rushing any part of it creates problems.
Each institution has its own requirements and some are stricter than others. The contact templates in the guide are written to prompt the right response from each organisation, and the document guide tells you exactly what to have ready before you make contact. The guide also explains when probate is and isn’t required to release funds, which is the question most banks will ask first.
That’s outside the scope of this guide and if there are serious disputes you’ll need legal advice. But the guide does help you show your work. When you can demonstrate you’re following a clear, documented process, most family concerns are easier to manage. If a dispute escalates, having that paper trail matters.