Sage Executor Solutions

✍🏼 Planning for the Future: Key Topics in the After Death Pre Planning Package 📦 2️⃣ Documents to Have on Hand for Estate Planning 💼 Did you know there are over 40 administrative items involved in managing a deceased estate – and that’s before we even talk about a grant of probate? To save yourself (or your loved ones) the stress of searching through endless files, start organizing these essential documents now: 📄 Insurance policies 🏠 Property titles 💡 Utility bills 💳 Bank account details 📈 Shareholdings 💼 Superannuation policies 💻 Cryptocurrencies, social media logins, and online memberships When we prepare your customized DIY estate roadmap, we include all provider-specific details, offering executors a clear, step-by-step process to notify organizations, access closure forms, and contact details for bereavement departments. But first things first: Gather and organize these documents to avoid chaos later. 💡 Need help with the process? Reach out today! #EstatePlanning #Probate #EstateAdministration #OrganizedLiving #FinancialPlanning #WillPreparation #InheritancePlanning #EstateManagement #FinancialWellness #DocumentOrganization #PeaceOfMind #EndOfLifePlanning #ExecutorTips #LifePlanning #financialsecurity

💡 Estate planning is more than just a will! The 2024 Inheritance & Retirement Report highlights the importance of planning and managing your legacy early: ✔️ Rising costs & family complexities demand thorough planning. ✔️ Estate planning covers financial, property and personal matters ✔️ Ensuring you select an appropriate Executor for the role ✔️ Professionals ensure accuracy, up-to-date plans, and fewer disputes. Plan early, review often, and secure your future! Balancing legacy wishes and retirement needs is increasingly vital. At Sage Executor Solutions we ensure a holistic plan is put in place to complement your will and estate planning matters, reducing the burden and overwhelm when it comes time for your Executor to mobilise. 🔗 Read more in "The Inheritance & Retirement Report 2024" below #EstatePlanning #RetirementPlanning #Executor

💬 "We won’t need the full hour consult; Dad's affairs are very simple and straightforward." That’s how a recent call started with someone who had just lost their father. 1 hour and 20 minutes later, we uncovered 34 out of 40 tasks the Executor needed to address. The takeaway? You don’t know what you don’t know. When it comes to handling estates, there’s often more beneath the surface than you’d expect. 📝🔍 Taking the time to double-check ensures nothing important is overlooked. It’s always worth the call. ✅ #EstatePlanning #ExecutorDuties #LifeTips

✍🏼 Planning for the Future: Key Topics in the After Death Pre Planning Package 📦 1️⃣ Financial Implications for Estate Planning 💸 Administering a deceased estate can come with financial decisions that may have long-lasting implications. Whether you’re an executor or a beneficiary, it’s vital to understand the potential impact: 💡 Key Considerations: If you’re not a dependent or interdependent, receiving a superannuation death benefit may be subject to tax. Inheriting assets or super payments can affect your means-tested pension or Centrelink eligibility. Two tax returns are usually required: one for the deceased individual and one for the estate, which needs its own Tax File Number. At Sage Executor Solutions, we collaborate with a trusted network of financial advisors and tax accountants to create personalized solutions tailored to your circumstances. Whether you’re an executor or a family member, we’re here to help you make informed decisions. 📝 Tip for Executors: Be proactive in communicating these considerations to beneficiaries and encourage them to seek professional advice. Let’s navigate this together—reach out to us for support. 🤝 #EstatePlanning #ExecutorResponsibilities #FinancialAdvice #TaxPlanning

✍🏼 Planning for the Future: Key Topics We’ll Cover over the next few days in the After Death Pre Planning Package 📦 . . . 📄 Documents that need certification 💡 Financial advice to consider 📂 Essential documents to have ready 🏡 Updates on assets and ownership ⚖️ Do you need to apply for probate? 💰 Cost considerations for the process Join us as we break it all down! 🌟 #EstatePlanning #FutureReady #FinancialAdvice

Another client’s load lightened ⚖️ “Danielle was a fantastic help to us during a very hard time in our lives. She helped us out with a full plan on what had to be done and helped us out with every step. Nothing was too hard and we are very pleased with the service we got. Thank you Danielle for all your help!” #deceasedestate #clienttestimonial

When a loved one passes away, dealing with insurance companies can be one of the most challenging tasks. In most cases, a **valid will** is essential to ensure that the right person—typically a spouse or family member—can take over or manage insurance policies. Without one, the insurance company may require proof of authorization, leading to delays, confusion, and unnecessary stress during an already difficult time. Having a will in place can save you from the frustration of having to build a case or jump through hoops to prove your rights. Make sure your loved ones are protected and that your intentions are clear. #EstatePlanning #InsuranceClaims #makeawill

In this episode, I speak with Catherine Ashton, founder of Critical Info ⁠ "Danielle shares her personal journey of losing both parents within 15 months, managing her mother’s care, and tackling the exhaustive legal and administrative duties left behind.⁠ ⁠ From navigating MyGov’s labyrinth of links to realising that even the smallest details—like notifying the Electoral Commission—can come back to haunt you, Danielle recounts the challenges that inspired her to build a service aimed at making this process more humane." ⁠ #executorsolutions #funeralplanning #preparingfordeath #executorchecklist #managingloss #afterdeathplanning #superannuationdeathclaims #criticalinfo #criticalinfoorg #dontbecaughtdead #catherineashton #endoflifesupport

🖤🤍 “Last weekend, we had the honor of attending the Little Heroes Foundation AUS ‘Hope for Tomorrow’ Gala Ball. A truly inspiring event dedicated to raising much-needed funds for childhood dementia research. Together with the support @studiopilates_northadelaide we’re making strides toward brighter tomorrows. Childhood Dementia is a rare and devastating neurological condition that affects approximately 1 in every 2,900 children globally. This complex disorder mirrors adult dementia, leading to symptoms such as memory loss, speech difficulties, and cognitive confusion. To learn more or make a donation visit Little Heroes Foundation AUS . . . . #HopeForTomorrow #ChildhoodDementia #LittleHeroesFoundation #MakingADifference”

Superannuation funds be like: *’Is there anyone else out there who’s planning to make a claim before we pay out this death benefit?* 👀 We’ve got plenty to go around—just checking if any long-lost cousins want in. Give us a call at @sageexecutorsolutions and we can get the case sorted stat! 💸 #FamilyReunion #SuperannuationDrama #WhoElseIsComingToTheParty #deceasedestate #superannuation #deathclaim