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Estate Administration

Executor's Guide

A Guide for Executors

A phase-by-phase guide to help executors understand their responsibilities and the estate administration process.

6 topics ~18 min total read Updated guidance

Who built this guide

Richard guides executors through the administration process, helping you fulfil your duties with confidence.

  • You need practical guidance without estate administration jargon overload.
  • You want confidence in your next estate administration phase.
  • You want to move at your own pace and resume later.
Phase Explore
Topic

First Steps

What to do when someone passes away

Explore 3 min Not started
Topic

Understanding the Estate

Gathering information about assets and debts

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Topic

Obtaining Probate

The legal process of administering an estate

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Topic

Collecting and Paying

Managing estate assets and debts

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Topic

Distributing

Distributing the estate to beneficiaries

Explore 3 min Not started
Topic

Closing the Estate

Finalising your duties as executor

Explore 3 min Not started

Need Help With an Estate?

You do not have to navigate this alone. We have been guiding Hawke's Bay families through estate matters for over 150 years.

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