Practical guidance to help you start estate administration with confidence
Being named as an executor can feel overwhelming. You may be asking: What do I do first? Where do I start? What if I get it wrong?
Whether the estate is simple or complex, our Executor Strategy Session gives you clarity and a clear plan forward.
Why book a Strategy Session?
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Cut through the confusion – we explain what needs to be done and in what order.
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Personalised plan – tailored to the specific estate you’re handling.
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Confidence to proceed – understand what you can do yourself and where professional help may be useful.
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Options that fit – from doing it all yourself to having us handle parts or all of the process.
Changing rules mean more estates don’t need probate
The threshold for requiring probate is about to increase from $15,000 to $40,000. This means many more estates can now be administered without going to the High Court.
For executors, this can save time and cost—but it also means you may be handling more of the work yourself. A Strategy Session ensures you’re on the right track and avoiding costly mistakes.
What happens next?
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Book your Strategy Session now – you can do this right here, in just a few clicks.
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Confirm your booking – you’ll receive an email with instructions to pay the fixed fee. Payment secures your session.
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Prepare with ease – once your booking is confirmed, we’ll send you a simple resource so you can get the most out of the meeting.
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Meet with us (Zoom or in-person) – we’ll walk through everything, answer your questions, and provide you with a step-by-step personalised plan.
💡 Pro Tip: Executors can pay their reasonable administration costs (including legal fees for sessions like this) from the estate funds. If you pay out-of-pocket, you can be reimbursed once funds are available.
Book your Strategy Session today
Take the first step with peace of mind.
👉 Book Now (any time, any day – from where you are).
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