At Plenary Wealth, we spend so much time discussing retirement planning, investment goals, and wealth creation. But what about preparing for what happens after we die?
As we pay homage to Dying to Know Day (August 8), a national campaign encouraging conversations around death and dying, it’s the perfect time to talk about estate administration.
Whilst a comprehensive estate plan is critical, that’s only one piece of the puzzle. Following the passing of a family member, many clients are faced with a tangled web of paperwork, account closures, asset transfers, legal obligations, often catching families completely off guard during a highly emotional time.
Did you know there can be 40 different administration items that most people aren’t aware, and can quickly pile up on top of each other?
What is equally unknown is that there is help available, and Danielle Phillips, founder of Sage Executor Solutions, has helped many clients manage this process.
She has also created the Executor Masterclass, a practical, self-paced resource to help people understand and prepare for the administrative reality of death. Whether you’re planning for your own affairs or will one day need to manage someone else’s estate, this masterclass is an invaluable guide.
Danielle’s work is trusted by aged care professionals, lawyers, and death doulas across Australia. She has helped countless families avoid confusion, delay, and distress by offering step-by-step clarity around post-death tasks.
If you feel you need extra help, further details on the Executor Masterclass are below.
The best time to plan for death isn’t when you’re grieving—it’s now.
