Executor duties checklist

Serving as an executor means you’re legally responsible for carrying out the instructions in a will and administering the deceased’s estate. This includes applying for a grant of probate when necessary and making sure that all assets and liabilities are adequately managed and distributed.

Below is a checklist of the key duties executors typically undertake. Specific tasks can vary depending on the size and complexity of the estate, state laws, and the wishes expressed in the will.

• Obtain a grant of probate if required by the court. This proves the will is valid and authorises you to administer the estate.
• Locate and notify beneficiaries named in the will.
• Secure and protect the deceased’s property and assets, ensuring they are insured and safe.
• Collect valuables and income owed to the estate, such as wages, rent, or dividends.
• Determine the estate’s debts and liabilities; pay outstanding bills, loans, and taxes; and finalise utilities and services.
• Arrange professional valuations and, if necessary, sell or transfer property and personal items to realise the estate’s value.
• Prepare and lodge final tax returns and obtain any tax clearances required.
• Prepare a final statement of accounts and distribute the estate’s assets to beneficiaries according to the will.

Being an executor can be complex and time‑consuming. If you feel unable to take on the role, you may renounce your responsibility or engage a solicitor or public trustee to assist you, though they may charge a fee.

For more detail on how probate works, see our article Navigating Probate in Australia. If you’d like practical help with clearing a property or managing an estate, don’t hesitate to get in touch with Best Estate Care for a free consultation.