Executor Support
Supporting Executors: simplifying Estate administration
Being appointed as an Executor is a significant responsibility – but can also be a heavy burden. DLS Private Office provides support to Executors behind the scenes, helping them fulfil their duties with complete peace of mind.
How DLS Private Office can help
- Payment of estate expenses, debts, distributions
- Management of estate bank accounts
- Liaison with accountants for tax matters
- Property management assistance
- Coordination with lawyers for probate and administration
- Reporting to beneficiaries
- Secure custody of estate documents
- Compliance tracking for statutory obligations
Nomination Flexibility
- A DLS lawyer as Executor, supported by DLS Private Office; or
- A family member or trusted individual as Executor, with DLS Private Office providing administrative support in the background.
Executor Case Studies
Appointment of lawyer as Executor
A longstanding client appointed a lawyer from DLS as her Executor – her own children lived overseas and were too busy with their own lives to take on the obligation.
The lawyer engaged DLS Private Office to assist with the ongoing management of the property and financial aspects post-probate.
Appointment of family member as Executor
A client nominated his eldest child as Executor. This is a sizeable estate with a number of properties, trusts and companies within the client’s group of private companies.
The Executor relies on the day-to-day back office and administrative support from DLS Private Office so they can focus on the more important strategic
decisions.
Litigation delay
A client nominated his eldest child as Executor.
A dispute arose in relation to the Estate, delaying the administration of the estate for a number of years.
DLS Private Office was engaged to support the Executor until the dispute was resolved.
