Upcoming webinar

Navigating deceased estate administration - turning complexity into clarity for advisers and families

Thursday 5 February 2026

12pm-1pm AEDT

Up to 1 CPD hour available 

Register now

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Session Overview

When a client passes away, the practical and administrative tasks left behind can overwhelm families – and leave advisers unsure of what they can (and should) do to help. This session demystifies the after-death administration process, giving advisers a clear framework to understand the role of executors and beneficiaries through the maze of estate tasks that follow a death.

We’ll walk through the some of the 40 different tasks involved – from document collection, bank notifications, share registries, insurance and utility notifications as well as and property transfers, to understanding probate timelines and what executors can action before the Grant of Probate is issued. You’ll also learn how to identify opportunities for proactive planning, helping your clients reduce delays, costs, and emotional stress.

Designed as a practical, compassionate mini-masterclass, this session equips advisers to collaborate confidently with executors, lawyers, and families – ensuring every client’s financial story is finalised with care, compliance, and respect.

Meet your speaker

Danielle Phillips

Founder, Sage Executor Solutions

After personally managing both her parents’ estates during the Covid-19 pandemic, Danielle created Sage Executor Solutions to help others navigate the administrative and emotional burden of estate management. She now partners with financial advisers, legal practitioners, aged-care professionals, and families nationwide – offering personalised 1:1 support to Executors to mobilise their roles, DIY executor manuals, pre-planning consultations, and educational programs.

Danielle’s flagship Executor Masterclass and bespoke DIY Executor Manuals have become essential tools for professionals seeking to support clients with clarity and compassion. A 2025 AusMumpreneur Silver Award Winner (Professional Services), she is known for her warm, methodical approach to simplifying complex after-death processes and empowering executors to act with confidence.