Deceased Estate Administration

When you lose someone you care about the grief can be crippling. And then the reality of managing the deceased administration and after death processes sets in.

Did you know?

It takes the average Executor in Australia 200 - 300 hours to fully administer a deceased estate. This equates to up to 6 hours per week over the course of a year, depending on how much time you are able to allocate to the process. Most of this time is spent trying to locate and complete paperwork to close bank accounts, cancel direct debit payments and getting documents certified.

Sage Executor Solutions coordinates and manages the deceased estate administration workload associated with searching, reading, comprehending and decision making when a person dies, saving our clients in excess of 50 hours in precious time and energy.

At Sage Executor Solutions, we strive to provide personalised support to clients based on the principles of empathy, simplicity, expedience, cost effectiveness and the removal of stress commonly experienced with managing after death administration.

Pre-Planning Package

In addition to stepping in to relieve the administrative load for the Executor and Family when a loved one dies, we offer a Pre-Planning for After Death Administration Package.

Together, we will work through the 40+ key considerations around what you can have prepared to minimise the overwhelm of administration ensuring space and capacity to grieve in one of life’s most difficult times.

We will identify the list of items that will need to be administered for your Estate and then deliver a curated DIY Executor’s manual which acts as a roadmap to follow when it comes time to mobilise, saving in excess of 50 hours of administrative burden.

Meet our Founder - Danielle Phillips

Danielle Phillips an only child and the Founder of Sage Executor Solutions, realised the importance of a solution to provide support to a deceased person’s family and Executor of the will, when she lost both of her parents at the age of 35 during the Covid-19 pandemic.

After countless hours of being placed on hold, months of following up paperwork and often being given the wrong documentation to complete, 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.

For Danielle, the process of helping clients during such a difficult time is more than just a business, it’s personal.

Our Logo

Our logo, the ‘Rock Cairn’ symbolises balance, and has historically been used as a navigation tool.

Rock Cairns have evolved as symbols of safety and direction. They offer guidance, and when stumbled upon, the assurance that someone has traversed the path before you.

This concept acts as the cornerstone of our business model.

The process you will experience as a client with Sage, is a similar one to balancing the stones of a Rock Cairn, until the formation and journey is solid and complete.

Testimonials

  • Leonore, SA

    A wonderful service, from a genuine person. Danielle was swift in her communication, -empathetic, sensitive, knowledgeable and caring. Danielle's assistance provided a tremendous amount of relief, in a time of grief and stress. Thank you so very much for what you do. Your service and kind approach are absolutely invaluable. I am incredibly grateful.

  • Bianca, NSW

    Danielle holds a lot of knowledge about after death administration and has made the experience incredibly simple. Her empathic and kind nature makes her a pleasure to deal with during such an emotional time. Would highly recommend.

  • Carol, NSW

    I can only describe Danielle at Sage as an angel. The circumstances under which I needed to use her services were very stressful. Danielle was not only efficient and knowledgeable but very compassionate to my circumstances. I cannot recommend Sage highly enough. If you have to administer an estate then I think it essential you have someone like Danielle on your team. Thank you from one very grateful client.

  • Joanna, SA

    I’m starting to see the light at the end of that long tunnel. I can't thank you enough for offering such a service. I don’t know what I would have done without your help.

  • Sarah, NSW

    As a Funeral Director, supporting and caring for families through a truly difficult time is my passion.  This extends to beyond the funeral arrangements and it's helpful to have all the available resources and services I can to assist families. Sage Executor Solutions truly fills a gap to assist families to navigate the path of executor tasks post-funeral. Liaising with Danielle has always been a pleasure. She demonstrates genuine empathy whilst clearly understanding her offerings, is responsive & well informed.  Feedback from client families has been excellent with them commenting on how relieved they felt to have 'someone in their corner' assisting them through this phase.

  • Alicia, NSW

    I can’t thank Danielle enough for all the work she has done for me over the past six months since my dad's passing. She knew exactly what to do and how to help. Her empathy and understanding have made a significant difference in my life. Danielle has been consistently supportive, staying in touch and being both outgoing and thorough in her approach. I highly recommend her; she is truly amazing at what she does. If I could give more than 5 stars I would! Thank you Danielle.

  • Lyn, SA

    My sister and I are executors of our mum's will and were concerned as we had no idea what to do in regards to the requirements of an executor when the time comes of mum's passing. We were given Danielle's name by our financial advisor. She came to our home and met with my sister and I to discuss all the things we would need to do when mum passed and then compiled a list of items that we needed to follow at that time and also things that we could do now. She also stated that if we needed her to notify people and agencies after mums death that she would be more than happy to do that on our behalf or we could do it ourselves. She was absolutely lovely and made us feel more confident in things that will have to done.
    We would highly recommend Danielle for any help or advice you may need during these difficult and emotional times.

  • Sonia, VIC

    It took me approximately 2-3 hours to collate the information for the Administration Plan. However, it would take my Executors months to collate, if I did not have the Administration Plan ready for them. Great service!

  • John, VIC

    Danielle Phillips (Dani), has been so helpful in all her dealings with me and my family. Everything I have needed to know, she has provided an answer, and helped me (hand holding) along the sometimes tricky road of being my Mums Will executor. She is such a pleasure to talk to and deal with, I can almost see her smiling face across the phone line. She has now finalised my executor requirements and it’s almost sad that our dealings have come to an end. I would highly recommend Danielle to any prospective clients, as I know her professionalism and helpfulness will make your burden lighter