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An adviser’s guide to administering an estate paper

Published on 23 Nov 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • probate, letters of administration and dealing with the Probate Registry
  • locating and securing the last will
  • duties of an executor or administrator
  • issues with death certificates
  • calling in assets and paying liabilities.

Author profile

Joseph Anderson ATI
Joe has had a diverse and varied career across a range of practice areas, both in Australia and overseas, which has included working for large multi-national law firms and as in-house counsel for the operator of the Australian Securities Exchange, ASX Limited. As the head of the Wills and Estates team at Mellor Olsson, Joe now focusses on providing advice in four key areas; estate and succession planning, business restructuring, superannuation and estate administration. - Current at 12 February 2019

 

This was presented at 2018 SA Succession Planning Day .

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