Estate Administration Health Check

Increase your Gifts in Wills income and ensure your charity is implementing estate administration best practice through Bequest Assist’s Estate Administration Health Check. After interviewing your team and observing your estate administration procedures in action, we’ll prepare a comprehensive report and presentation on how your organisation’s practices stack up and where there is room for improvement.

For charities that are just starting out on their Gifts in Wills journey, the Estate Administration Health Check can be used to help set up your estate administration processes and policies.

What we’ll do:

• Speak with your relevant team members;

• Observe estate administration practices;

• Deliver a report and present our findings; and

• Help you navigate opportunities for improvement.

Benefits

• Increase your Gifts in Wills income – by moving from reactive to proactive estate administration, your charity will earn an extra 5-10% through avoided unnecessary taxes, reduced fees and prevented errors;

• Ensure you are meeting all legal requirements and prepared for auditing including properly storing estate documentation and checking gift restrictions;

• Check that your charity is not exposed to legal or reputational risk from your estate administration practices, such as through the handling of deeds and indemnities;

• Give your team clear direction on the steps to improve your processes into the future.

How much does it cost?

We have three spaces available in the first half of 2024 for standard Estate Administration Health Checks. As a special introductory price, this Check including report and presentation to your team will cost $3400 (exc GST).

If your charity needs additional support, such as help drafting internal policies or a broader consultation, contact us about a tailored consult.