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Private Clients Dealing with the estate administration process can be a difficult time, especially after the recent loss of a loved one.
The process and procedures can often be daunting, especially as most people have never acted as an executor.
We can guide you through the process and explain all the process and procedures in acting as an executor:
- locating the Will (a copy will normally be found with the deceased’s ‘important papers’ or with their lawyer and financial advisors);
- acting in the best interests of the beneficiaries of the Will;
- protecting the assets of the estate (such as maintaining any insurance policies on any estate assets);
- determining the assets and liabilities of the estate applying for a grant of probate; and
- collecting estate assets, paying any liabilities and distributing the estate in accordance with the Will.
Key contact
Emma Woolley
Partner & Head of Family Office Advisory
Emma has extensive experience advising clients in estate planning/administration, succession, trust structures and disputes.
Our team
McLane Edinger
Partner
McLane specialises in estate, Will and trust disputes, complex estate administration and elder abuse...
Erin Brown
Special Counsel
Erin is a senior estate planning lawyer who regularly advises privately held businesses, high net worth individuals and family groups in relation to both estate and business succession planning matters...
Related thinking
Private Clients| 28 Nov 2023
Adequate does not always mean fair: family provision claims in Australia
We outline the key factors courts will take into account when answering the question of what is ‘adequate’ provision for a person who is eligible to make a claim, and has not been sufficiently provided for under the Will.
Private Clients| 21 Nov 2023
Family provision claims in Australia: who can make a claim and how is it decided?
If a person believes they have not received adequate provision under a Will or pursuant to the laws of intestacy, they may claim a greater share of the estate. These claims are known as family provision claims.
Private Clients| 16 Nov 2023
Trust lost and found: navigating the maze of a missing trust deed
The trust deed for a family trust is an essential trust document. If the original trust deed is lost, misplaced or accidently destroyed, this can lead to adverse financial and tax consequences.
Private Clients| 13 Nov 2023
Overview of challenging a trust
Trust disputes can be particularly complex as they often involve numerous areas of law, including trust, equity, succession, commercial, tax, and superannuation.