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Executors must act promptly, keep clear records, and make decisions that affect beneficiaries. Most issues arise from acting without proper authority or distributing assets before debts and taxes are settled. This starter pack outlines the correct order of steps to follow and the key documents you’ll need.

This guide helps you with:

  • Understanding why probate exists and what the NSW probate timeline looks like

  • Following a clear, week-by-week process from death to grant of probate

  • Completing the key executor tasks, from securing assets to final distribution

  • Gathering and organising the documents needed for probate and estate administration

  • Knowing when to get legal advice and how to avoid common executor errors.