Guest presenter Danielle Phillips discusses her lived experience in becoming an executor twice in two years during the Covid-19 pandemic when she lost both her parents. She was thrown into a whirlpool of time sensitive form filling, phone calls, emails and document preparation, during a time when she just needed space and capacity to focus on the loss of her parents
Danielle immediately recognised the need for a roadmap that could effectively lessen the pressure and confusion around deceased estate administration and what to do next when someone dies. She founded Sage Executor Solutions.
For Danielle, the process of helping clients during such a difficult time is more than just a business, it’s personal.
In this episode:
- The time taken to finalise a deceased estate
- The tasks that need to be completed
- The importance of good record keeping
- Superannuation and applying for the death benefit is the longest process
- Financial and tax implications in accepting a death benefit
- The considerations - property, legal, financial and personal tasks
- Being the executor of a will is a huge undertaking
- How to start a conversation with a loved one about having the correct documents in place
- What is a digital vault and how is it used?
- Probate explained
Resources mentioned:
Digital vaults:
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More about Your Aged Care Compass podcast:
Do you support an older loved one at home and you're ready to give up because it’s just too hard? Your Aged Care Compass is for you.
We're Coral and Michelle, the sisters behind our business, See Me Aged Care Navigators.
Coral is a registered nurse with over 30 years’ experience in both health and aged care. A former assessor with the aged care assessment team, an advocate and author, there’s not much Coral doesn’t know about Australia’s aged care system.
Michelle is a former pharmacist with over 30 years in the public health and private sectors of pharmacy. Michelle is the client care manager for our business.
Our story started as one of supporting our parents to remain in their own home, to be as independent as possible and remain connected to their community. When we eventually needed extra support, we achieved this because we know Australia’s aged care system so well. We knew what programs could assist us and our parents.
Your Aged Care Compass podcast brings together not only our personal experience in supporting our parents but also our vast professional experience in supporting other families to keep their loved ones at home.
We'll help you makes sense of Australia’s aged care system and bring you topics related to ageing as well. Legal, financial, health, forward planning and more.
Your Aged Care Compass will guide you clearly and compassionately to the right support at the right time for your ageing parents and loved ones.
Like what you hear? Please leave us a rating and review. We’d love you to share this podcast with any friends or family who have older loved ones.
