About our services

Each year, we manage around 2,000 deceased estates. If you're a beneficiary of an estate, we'll work closely with you to ensure you’re kept informed at every stage of the process.

Our dedicated team includes specialists in:

  • taxation
  • legal matters
  • property
  • genealogy.

This range of specialists will ensure all aspects of the estate are managed efficiently and professionally.

Most estates we administer involve us being appointed as the executor in a Will. However, we may also manage an estate when:

  • the appointed executor chooses to renounce their role
  • the deceased has passed away without a valid Will, known as intestacy.

The time required to finalise an estate depends on its complexity. On average the process takes around 12 months.

When we start the process, we’ll provide you with an estimated timeframe. We’ll then keep you informed of any changes or delays.

Find out about our deceased estate services

For more information, we have the following documents to download and read.

Steps we take to administer the estate

Once we are notified of a deceased estate, we’ll ask the key beneficiary to complete our customer profile form and provide information outlined in our document checklist. We use these to gather essential information about the estate.

Once we confirm the estate details, we contact beneficiaries to:

  • explain the steps involved in the estate administration process
  • advise of your entitlements
  • make you aware of specific issues or complexities relating to the estate.

We provide updates every few months to keep you informed throughout the administration process.

Learn more about the steps we take to administer the estate

The following documents should be downloaded and completed by the key beneficiary.

About our fees and charges

The cost of administering an estate depends on its complexity. We operate on a fee-for-service model. This means the estate is only charged for the specific services required.

Within the first 3 months of starting the administration process, we give the beneficiaries a detailed fee quote. We base this quote on the confirmed assets and liabilities of the estate. We will then keep you informed if there are any circumstances that may affect the quoted fee.

Find out more about our fees and charges

Last updated: 01 August 2025