Financial Advisers & Accountants
Helping Clients Protect More Than Their Wealth
The financial plan doesn't end when someone dies.
In fact, that's often when families need professional guidance the most.
Sage Executor Solutions works alongside financial advisers to ensure executors receive the practical support needed to administer an estate efficiently while preserving the relationships you've built with your clients.
We assist with:
notifying financial institutions
coordinating superannuation claims
organising estate documentation
identifying assets and liabilities
liaising with banks, insurers and government agencies
reducing the administrative burden placed on executors
Why Partner with Sage?
Protect your client relationships across generations
Deliver a complete end-of-life support solution
Reduce administration for your team
Improve outcomes for grieving families
Strengthen your value proposition with clients
By working together, we help families move forward with confidence while allowing you to focus on providing expert financial advice.
Team Resources
Refer to Sage Financial Planners