Free 15-minute call

Estates and probate

Someone has died and the paperwork has landed on you.

Three questions, about two minutes. You will know whether probate is needed and what the first steps are.

Takes about two minutes. No cost, no obligation.

Sound familiar?

The mistakes we clean up every week

Not knowing where to start after a death

Banks and super funds asking for paperwork you do not have

Family disagreements about who gets what

01

A straight answer first

A few short questions and you get a plain English read on where you stand, before anyone talks about fees.

02

The right next step

Some situations need a solicitor. Some only need a solid document. We tell you which one you are in.

03

Built on real matters

Our future planning team runs this triage every week, so the questions come from the mistakes we keep seeing.

How it works

  1. 1

    Tell us a little about the estate

  2. 2

    Get the executor first steps checklist

  3. 3

    Let us handle probate and the paperwork

A little about your situation1 / 3

Question 1

What is your role?

Pick the closest one.

Tip: press a number to choose, then Enter to continue.

What clients say

They took the weight off our shoulders when we needed it most.
Rebecca, executor
Patient, kind and very organised.
Stephen, son and executor
We always knew what came next.
Carol, widow

Free checklist

The executor first steps checklist

What to do in the weeks after a death, in order.

Compassionate, plain English support.

Talk it through with a solicitor
0 of 8 ready

Questions people ask

Before you start.

Does this cost anything?+

No. The check is free and so is the checklist at the end.

What happens with my answers?+

They stay with our team and are only used to point you to the right help. We never sell your details.

What if I need to speak to someone?+

Book a ten minute call at the end and a solicitor will talk it through with you.

Know where you stand before you sign anything.

Finish the check and take away the executor first steps checklist.

Start now