Our Guidebook
An indispensable tool for your charity to establish and maintain best practice procedures to oversee incoming Estates.
Maximise your bequest and minimise distribution time
Understand your beneficiary rights
Find answers to your estate admin questions
Receive advice on communication, forms and each step in the administration process
An indispensable tool for your charity to establish and maintain best practice procedures to oversee incoming Estates.
Maximise your bequest and minimise distribution time
Understand your beneficiary rights
Find answers to your estate admin questions
Receive advice on communication, forms and each step in the administration process
A link to the pdf of the guidebook will be sent to you as soon as payment is processed.
Purchase our 2024 edition Estate Administration Guidebook
for Australian Charities
An indispensable tool for your charity to establish best practice and handle incoming bequests.
Learn the steps to follow for any incoming bequest
Maximise your bequest income and minimise distribution time
Understand your rights as a beneficiary
Find answers to your estate administration questions
Improve your communication and templates to save you time during the estate administration process
Available as a printed version or as a digitally delivered PDF.
