Deceased Estate Administration

At Humphrey Partners Private Wealth, we understand the complexities and emotional challenges that come with deceased estate administration. As experienced tax agents and financial advisers, we offer a comprehensive range of services designed to make the process as smooth and stress-free as possible.

Our Expertise

Our deceased estate administration services are carefully tailored to complement legal work, focusing on taxation and financial matters that can be overwhelming for executors and beneficiaries. Our expertise spans investment advice, facilitating the sale of listed securities and managed funds, insurance advice, Superannuation death benefits, and Centrelink & Age Care advice. With our expertise, you can rest assured that your deceased estate administration needs are in capable hands.

Our Services

We provide a range of services designed to help you navigate the complex process of deceased estate administration. These include:

• Date of Death Tax Returns
• Deceased Estate (Trust) Tax Returns
• Estate Beneficiaries
• Legal Personal Representative (LPR)/ Executor
• Superannuation Death Benefits
• Life Insurance Benefits

Our team of experienced professionals is dedicated to providing you with personalized attention and guidance every step of the way. We understand the importance of taking care of the financial and emotional well-being of those involved in the deceased estate administration process.

Why Choose Us?

At Humphrey Partners Private Wealth, we pride ourselves on our commitment to delivering exceptional service, expertise, and convenience. Our deceased estate administration services are designed to make a difficult time a little easier for you and your loved ones. With our convenient location on the outskirts of the Brisbane CBD, we're easily accessible and dedicated to providing you with the support you need.

Our Partners

We're proud to partner with Humphrey Wealth, providing investment and financial advice, and The Tax Tribe, a team of tax accountants specializing in wealth creation and deceased estate administration. Additionally, our Humphrey Superannuation division specializes in providing Superannuation and SMSF advice.