Deceased Estate Administration Pre-Planning
Give Your Family the Greatest Gift of All—Preparedness.
Most people spend more time planning their next holiday than preparing their loved ones for what happens after they die.
While making a Will is an important first step, it's only one piece of the puzzle.
The real challenge begins after death, when an executor or administrator is suddenly responsible for navigating hundreds of hours of practical estate administration—often with little knowledge of what to do next.
Every year, more than 180,000 Australians die, resulting in hundreds of thousands of family members taking on the responsibility of administering an estate. Yet many have never done it before and are completely unprepared for what lies ahead.
To make matters more challenging, around 60% of eligible Australians still don't have a Will, meaning many families also find themselves navigating the additional complexity of applying for Letters of Administration.
That's why we created the Sage Executor Solutions Pre-Planning Package.
What's Included in Deceased Estate Administration Pre-Planning
Pre-Planning Consultation
A personalised one-on-one consultation to help you prepare your affairs before they're needed.
Together, we'll discuss your assets, important information, key contacts and practical considerations, while identifying opportunities to make life significantly easier for the person who will one day administer your estate.
This isn't legal advice—it's practical preparation.
2. DIY Executor Manual
Most executors are handed a Will. Very few are handed a roadmap. Our comprehensive DIY Executor Manual has been designed to bridge that gap, providing practical guidance, checklists and step-by-step instructions to help executors understand what lies ahead and navigate the administration process with confidence.
Whether used immediately following a death or years into the future, it becomes an invaluable roadmap during one of life's most overwhelming responsibilities.
Packages start from $325 + GST
Compassionate Support. Practical Solutions.
“Being the only living member of my family in South Australia, I had lodged my will with the Public Trustee to act as Executor et al. Given I wanted to come up with a plan that would see my beneficiaries left with a better outcome financially once everything was finalised, I had been recommended Danielle to act as an Administrator of my estate in some manner. I took my case to her for assistance with providing an alternative to the Public Trustee, and she sent me an outline of the services she could provide once Probate had been reached and, in conjunction with my requests, working hand in hand with a lawyer she recommended, thereby reducing the amount of work the lawyer would’ve had to do.
I can therefore thoroughly recommend Danielle to steer you through what is one of the most difficult times for families (and those without families).”
— Christina Jones
Why Plan Ahead?
Preparing today means your loved ones can spend less time searching for paperwork, making phone calls and trying to work out what to do next—and more time supporting one another.
Your preparation today can:
Save your executor hundreds of hours of administration.
Reduce stress, confusion and uncertainty.
Make important information easy to locate.
Help prevent unnecessary delays and complications.
Give your loved ones confidence during an incredibly difficult time.
Most executors are handed a Will.
Very few are handed a roadmap.
A Will explains who receives your estate.
A Sage Executor Solutions Pre-Planning Package helps your executor understand how to administer it.
Because the greatest gift you can leave your family isn't just your wishes—it's making those wishes easier to carry out.
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.