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The Role of the Executor

Life is busy. Loss hits hard.

Losing someone you love is never easy. Being the named Executor can be an extra burden, with many financial and emotional impacts. 

It’s not an easy task – and it can be difficult to know where to start.

An Executor has all the responsibility of winding up an estate, dealing with debts, and distributing assets to the rightful beneficiaries. This can be a daunting task for anyone, especially when faced with the pressure of getting it done correctly and within a reasonable timeframe. Often family dynamics are fragile, and disputes can arise if things don’t go as expected.

At Guardian, we are here to help.

Through our Executor Assistance service, we can help you manage the many responsibilities of winding up a deceased estate. 

We can also help you to:

  • Apply for Probate of a Will
  • Apply for Letters of Administration, where the deceased did not have a valid Will
  • Contact government departments, banks, superannuation companies, insurance companies and share registries
  • Prepare statements of assets and liabilities, Deeds of Distribution, and Deeds of Family Arrangement

Whilst we can’t replace you as Executor, we can take pressure off by handling the necessary estate administration duties in a professional, caring, and efficient way to ensure you meet your obligations. We are here to guide you every step of the way. 

We have a transparent fee system and there are no up-front fees.* All Executor Assistance costs are charged to the estate and only fall due once a Grant has been obtained. 

*This applies to our fees only and excludes Court lodgement fees or other disbursements required for external government departments, registries or agencies.