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Estate Administration

Australian Unity Trustees can act as executor to administer your estate and will act with the utmost integrity, independence and professionalism when doing so


When you pass away, an executor is responsible for administering
your estate and distributing your assets according to your will. The
duties of an executor can be lengthy, complex and emotionally
draining.

Importantly, if an executor makes a mistake in administering the
estate, they can be held personally liable for the financial loss.

For these reasons, many people ask Australian Unity Trustees to
assume some or all of the obligations and responsibilities.

What are our estate administration services?

We have two estate administration services:

Estate administration service

You can appoint Australian Unity Trustees as your executor in your Will or, if you are an executor and you wish to renounce your role, we can accept that position. If we are appointed you can be assured your wishes will be followed and your estate administered in an efficient and professional way. If an executor chooses to renounce, we will keep them up to date with progress, protect them from personal liability and reduce the personal impact of complex and varied beneficiary requests.

Executorial Assist service

Australian Unity Trustees can also assist an appointed executor and provide advice and guidance with regard to estate administration. 

These services are delivered by estate administration professionals who will ensure the estate is administered , correctly and in line with the will. 

They will also liaise with all the beneficiaries to ensure they understand the estate administration process, and answer any questions during the process.


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Disclaimer

This information is provided by Australian Unity Trustees Ltd ABN 55 162 061 556, of Level 7, 189 Flinders Lane, Melbourne, VIC 3200, AFSL, 483220. Australian Unity Trustees Ltd is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide and Fee Schedule.

Nothing on this site represents an offer or solicitation by Australian Unity Trustees Ltd in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity Trustees Ltd makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and Australian Unity Trustees Ltd and its related bodies corporate make no representation as to its accuracy or completeness.