Executor Masterclass
Because Being Named an Executor Doesn't Come With Instructions
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One phone call can change everything.
A loved one has died, and suddenly you're responsible for administering their estate.
You may have never heard the word "executor" before. Yet overnight you're expected to navigate banks, superannuation funds, insurance companies, government departments, property, vehicles, investments, utilities, taxation, digital assets and countless legal and administrative processes.
Most executors have no prior experience.
Yet they're expected to get it right.
You Don't Know What You Don't Know
Many executors assume the role involves little more than reading the Will and distributing assets.
The reality is very different.
Estate administration can involve:
200 - 300 hours of administration
More than 40 tasks to manage
Complex paperwork and identity requirements
Strict processes and varying timeframes
Financial and legal responsibilities
Difficult conversations with beneficiaries
The emotional burden of managing it all while grieving
Without guidance, it's easy to feel overwhelmed.
The Masterclass helps you understand what lies ahead before you find yourself learning through trial and error.
Handling a deceased estate is overwhelming—but what if you had a step-by-step Handling a deceased estate is overwhelming—but what if you had a step-by-step Executor TRAINING VIDEO to make it simple? 🎥 Get ready for a 1.5 HOUR game-changing Masterclass that will save you time, stress, and confusion. PLUS, every participant gets a BONUS 30-minute 1:1 coaching session with the owner and founder of Sage Executor Solutions to answer your specific questions!
Enrol Now
What You'll Learn
The Sage Executor Masterclass walks you through the practical administration of a deceased estate from beginning to end.
You'll learn:
The role and responsibilities of an executor
What to do immediately following a death
When Probate or Letters of Administration may be required
How to identify and protect estate assets
The organisations you'll need to contact
Banking, superannuation and insurance processes
Property, utilities and vehicle administration
Government notifications
Digital assets and online accounts
Estate accounts and financial record keeping
Common mistakes executors make—and how to avoid them
How to confidently manage the administration from start to finish
Is This Executor Masterclass Right for You?
This course is ideal if you are:
Recently appointed as an executor
Likely to become an executor in the future
Supporting a family member through estate administration
Preparing your own Executor before it's needed
Wanting to better understand the practical realities of estate administration
Learn Before You Need To
Most people prepare a Will.
Very few prepare the person responsible for carrying it out.
Whether you're administering an estate today or planning for tomorrow, the Sage Executor Masterclass will give you the confidence to fulfil the role with clarity, compassion and confidence.
Handling a deceased estate is overwhelming—but what if you had a step-by-step Handling a deceased estate is overwhelming—but what if you had a step-by-step Executor TRAINING VIDEO to make it simple? 🎥 Get ready for a 1.5 HOUR game-changing Masterclass that will save you time, stress, and confusion. PLUS, every participant gets a BONUS 30-minute 1:1 coaching session with the owner and founder of Sage Executor Solutions to answer your specific questions!
Enrol Now
Let’s Work Together
Every estate is different, and every family deserves personalised support. We'd be honoured to help you understand your next steps.