simplyEstate

I recently purchased the Essential Executor Checklists & Tools from simplyEstate, which was the best decision and so helpful! I'm so happy I found it online as it has given me a lot of guidance and help with capturing my time and expenses, explaining the process to beneficiaries so they were informed and patient, and I will be using the distribution template to finalise everything. I highly recommend the essential checklists and tools to anyone faced with the challenging task of being an Administrator.

I cannot recommend this site highly enough.information is so accessible and it leads you gently through the plethora of tasks you need to deal with at this time, despite the overwhelming emotions and mental fog you are feeling

I recently purchased the Checklist and Tools from simplyEstate, as I was struggling to get my head around valuations before applying for probate. I used the assets and liabilities spreadsheet and found it a wonderful tool. It helped me consider things I would have forgotten. It also has pre-prepared formulas that can’t be altered (meaning I couldn’t mess things up!) and it impressed my solicitor when I presented the outcome of my calculations. Highly recommend this tool, and no doubt all the others, if they are of the same quality. This kind of support is most welcome when you’re struggling with grief and trying to get your head around everything that needs to be addressed.

After spending a long time searching for help with a deceased estate during Covid and meeting brick wall after brick wall due to staff shortages and other issues, I came across Simply Estate online. Wow.what a difference Stephan made.

Making his services affordable from the beginning, Stephan was really there all the way through to the end. Stephan possessed the expertise necessary, combined with the sensitivity of a great funeral director.

Another really great thing was that Stephan looked at what we had already done (submitted probate) and was prepared to help us complete the remaining tasks from where we were at. I had not been able to find anyone else that would help once they realised probate had been done. Stephan's fees reflected what he actually helped with rather than simply a flat charge.

All in all we couldn't be happier and recommend Simply Estate very highly.

Very detailed and comprehensive. It explains things thoroughly and lots of resources to back it up. A real time saver and money saver for those who will be engaged as executor of a will.

I had a phone consult with SimplyEstate as I am the executor of my Father's estate and wanted some advice regarding the final stages of the admin of the estate. They were very helpful and answered all my queries. I wish I had found their site earlier in the process as they have many useful guides and templates which would have assisted me to manage the role. Thanks again for the assistance.

I recently finalised my late father's estate and could not have done it properly without the excellent and tailored support offered by Stephan from Simply Estate. I totally recommend their easy to follow and cost effective DIY offering for those who need some help and peace of mind in navigating all the tasks necessary for a layperson administering an estate, and the savings in not having to go through a solicitor meant larger distributions to beneficiaries. Keep up the good work Stephan!

Exceptional service. Stefan who assisted me was very informative, knowledgeable and extremely helpful. He was detailed and clear to all my questions and a very good manner in the way he responded to these questions. This a valuable service and thank you for your support.

I found the forms to be easily followed and looked professional. It saved me time and hundreds, if not thousands or dollars to use the forms. Using the forms made the process a whole lot easier, thank you SimplyEstate.

Thank you so much for the information in the deceased estate administration guide on your website, its so good i feel a bit bad to get all that information for free. It is so straight forward & easy to understand, its like 'estate admin for dummies'. Doing the estate admin for my late relative has been very stressful, there are so many legal hoops to jump thru nowadays. But this made it easy since i can't afford to pay massive lawyers fees, thanks again.

I wanted some good clear information to show my son and daughter in law before asking them to take on the role of executors of my estate. I found simplyEstate explained things very clearly, presented additional information to clarify matters and just made me feel confident that they were there to help if more advice was needed. I feel my executors will be in good hands if they ever need to use the services of simplyEstate

It is hard enough having your mother pass away but tougher still when trying to comply with solicitors requests for an Income & Assets Inventory.

I found this program of great assistance to me. I was able to input all the relevant data, save & print it out, ready for an appointment with our solicitors.

I believe your product should be made available through solicitors, to all those who are executors for estates, it is so helpful. Thank you

After my 18yo son passed I had no idea what to do. I was going around and around in circles, getting nowhere. I came across simplyEstate and found all the information and direction I needed (for free). Stephan was extremely helpful and even followed up with more info.
Thank you for making an incredibly painful experience a little easier.

By far the most comprehensive guide to navigating the Steps that need to be taken after the loss of a Loved one. I was able to follow these steps after my Mum passed in March 2020, although wish I had them right from the very start. As trying to move forward without the guidance is difficult, especially while grieving the loss of a loved one.

You won't find this information anywhere, even on Government websites which is where it should be.

“I wish I’d found your site earlier in the process – it is incredibly useful, clear and easy to understand. I am most impressed with your customer service and helpfulness. ” Alison Bird, Melbourne

I am so grateful to Stephan from the simplyEstate Team, for helping me navigate through aspects of my uncles deceased estate. His customer service and follow up is more than I could ever have expected. The information available on this website is valuable for so many people.

I wish I'd found Simply Estate much earlier: the information on the site would have helped me ask the right questions of lawyers and saved some of the stress in administering a friend's estate. The templates and checklists are easy to understand and indicate where there are legal differences between states. The free 15 minute phone consultation, was a refreshingly personal exchange.

This online guide and the affordable tools were invaluable. They really helped me understand what needed to be done. They gave me the confidence to act as Executor. The Beneficiaries were given a clear overview of my late mother’s estate value. I found using the assets and liabilities spreadsheet easy and intuitive. No other online resource came close to the step by step detail provided here. I personally recommend this team to any of my friends that is facing this daunting task.

“A fantastic resource, it has been my gospel during a recent family estate administration process. I entered the task as a keen but novice executor and soon found that I needed reliable guidance and resources. This resource allowed me to simply cross things off if complete or not relevant or to read and understand if they were relevant. Thanks for your effort and diligence in putting this information in the public domain it was extremely comprehensive and very very useful. ” Kevin Dickinson, Brisbane