Reduce the time and energy required to finalise Deceased Estate Administration when you learn the most streamlined ways to approach the procedures and paperwork required for the process. Get an insight into the 40+ items to tackle on the list and walk away feeling more informed and confident to navigate the process.

Navigating Deceased Estate Administration

Course Description

This course outlines a comprehensive, proactive approach to managing a deceased estate, focusing on the critical importance of pre-planning for after-death administration. 

The session is designed to help individuals and families take control of the estate process before the need arises, reducing stress and uncertainty for loved ones. 

Our expert tutor will provide valuable insights into the most effective ways to handle the many tasks involved in estate administration, from legal and financial considerations to family dynamics and personal wishes. 

With practical guidance on how to address more than 40 important items, you will walk away with a clear understanding of the steps necessary to make the process smoother and more efficient. 

Whether you’re planning for yourself or helping a loved one, this masterclass will leave you feeling informed and confident, ready to approach the challenges of deceased estate administration with clarity and peace of mind.

Course Structure

This is an interactive lecture style course, with practical worksheets to take home and review. Students will also receive recap slides after the course.

Please bring a notebook and pen for taking notes, and a phone if you wish to take photos of some slides.

Course Learning Outcomes

By attending this course students will:

• Understand the key steps involved in deceased estate administration
• Learn how to proactively plan for estate management before the need arises
• Identify 40+ important considerations to address in the estate process
• Discover effective strategies to streamline procedures and paperwork
• Gain confidence in navigating the complexities of managing a deceased estate
• Be better prepared to reduce stress and time for loved ones handling the estate.

Student Testimonials

“I found it very thought provoking and learnt so much. Danielle, I really appreciate you sharing your knowledge, and allowing me to ask so many questions.”

“Thank you so much for such an interesting day and for the information you provided on navigating deceased estate admin. You did such a great job! So much information, the course ran on time and it's so evident that you are passionate about what you are teaching and doing.”

Your tutor is Danielle Phillips

Danielle Phillips JP, Adv Dip Bus Mgmt has been teaching at WEA since 2024. 

Danielle is a specialist in After Death Administration through lived experience. She owns and operates Sage Executor Solutions, which provides pre-planning and after-death administration support.

An only child, Danielle realised the importance of an executor solution to provide support to a deceased person’s family and Executor of the will, when she lost both of her parents at the age of 35 during the Covid-19 pandemic.

After countless hours of being placed on hold, weeks of following up paperwork and often being given the wrong documentation to complete, Danielle immediately recognised the need for a roadmap that could effectively lessen the pressure and confusion around deceased estate administration and what to do next when someone dies. 

For Danielle, the process of helping clients during such a difficult time is more than just a business, it’s personal.