If you are an executor of a deceased estate you have legal responsibilities to carry out the wishes of the deceased. We can assist you in the following key areas:

  1. Attending to administrative requirements including probate application

  2. Provision of taxation advice

  3. Prepare and maintain accounting records

  4. Distribution of assets

Our specialist Estate Administration team managed by Andrew Dick are able to provide a comprehensive service offering to assist executors including:

  • Meeting with executors to outline responsibilities

  • Review of the deceased’s last will and testament

  • Identify and verify assets and liabilities of the deceased

  • Advise government departments and other organisations

  • Prepare statement of assets and liabilities of the estate

  • Provide assistance to solicitors for probate application

  • Provide taxation advice

  • Completion of income tax returns

  • Receipt and holding of funds in our trust account pending distribution to beneficiaries

  • Maintain trust accounting records as required under the Trustee Act

  • Provide assistance with control of SMSF and distribution of death benefits

  • Attending to collection of assets including life insurance and superannuation policies

  • Arrange payment of liabilities

  • Distribute assets to the beneficiaries

  • Prepare a final accounting summary for the estate

Please contact Andrew Dick on 08 8361 0200 or any of the other Letcher Moroney directors if you would like to discuss how we can assist you in this process.