Executor Services
Choosing the right Executor.
When you prepare your Will, one of the most important decisions to make is to decide who will be responsible for managing your estate after you pass away and distribute your assets according to your wishes.
The person or organisation you choose is the ‘Executor’ of your Will.
An Executor’s responsibilities can include:
- Assisting with the funeral, including your special wishes
- Identifying the estate assets and having them valued
- Applying for a Grant at the Probate Office
- Paying debts and bills
- Locating all cash, super, life insurance and investments
- Defending the estate against litigation
- Maintaining or winding up any business
- Lodging tax returns including a final one for the estate and
- Finalising the estate by selling assets or transferring them to beneficiaries.
Naturally, many people ask a family member or a close friend to be the Executor. You need to be aware that what could seem like an honour, can be a stressful and daunting task, especially if they are grieving, so you need to be very careful about who you ask.
Expertise you can trust.
At State Trustees we administer more deceased estates than any other organisation in Victoria, which is why many individuals entrust us to act as their Executor to finalise their affairs, with impartiality and professionalism.
If you nominate State Trustees as your Executor we can help provide every professional service your estate will require, without burdening a loved one with the responsibility.
If you have been nominated Executor of a Will, State Trustees can also help. If you appoint us before applying for probate and before doing anything to administer the Estate, we can take care of everything.
We not only offer expert advice in Will preparation but can also assist you with all of your financial planning, legal and taxation requirements. We can make things easier for your family at a difficult time.
Looking after your best interests.
We are experienced professionals who have your interests at heart.
We can help make sure your Will is legally sound and up-to-date to help ensure your wishes are met. Do-it-yourself Wills may seem convenient, but they don’t come with the expert advice to help make sure you understand the implications of your instructions.
By writing your Will with State Trustees we’ll provide you with expert advice and guidance so you’ll have peace of mind that comes with knowing you will be looked after by professional specialists.
For more information, to book an appointment or to talk about your specific needs
