What does an executor do?

Jul 6, 2023 | Publication

A loved one has appointed you as his or her executor.  What do you have to do?

The responsibilities of executors include to:

1: Make sure all property is insured.

2. Secure the assets of the estate.

3:  Itemise the assets of the estate.

4: Itemise the debts of the estate.

5: Apply for probate of the last known Will if appropriate.

6: Contact service providers including if appropriate Centrelink, Councils, utilities, telecommunications companies, insurance companies, superannuation and government authorities

7: Receive the grant of probate if appropriate.

8: Establish any trusts created by the Will the subject of probate.

9Attending to the tax affairs of the estate.

10: Attend to the debts of the estate.

11: Deal with any family provision or other claims on the estate.

12: Distribute the estate in accordance with the Will including preparing distribution statements for beneficiaries.

It is important to obtain legal advice and representation.  To make an obligation free appointment, please contact McAuley Lawyers on 9633 1826.

The information in this publication is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavour to provide accurate and timely information, we do not guarantee that the information in this publication is accurate at the date it is received or that it will continue to be accurate in the future. We are not responsible for the information of any source to which a link is provided or reference is made and exclude all liability in connection with use of these sources. If you do not wish to receive newsletters from us, please let us know.

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