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FREE Executor Checklist Australia: First 30 Days (Printable PDF)

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A free one-page checklist for executors in Australia: what to do in the first 30 days after someone dies.

Print it, tick it off, and write your key dates in. It covers:

  • Week 1: find the will, get certified death certificates, secure the home and assets, start a log
  • Weeks 2-4: tell the ATO and other organisations, list every asset and debt, open an estate account, note the tax returns
  • A key-dates table: probate (NSW, 6 months), family provision claims (NSW, 12 months), the 2-year main residence CGT window, and the estate's first 30 June

A4 PDF, 1 page, as at 27 October 2026. Facts checked against the ATO, the Supreme Court of NSW and Legal Aid NSW.

Want the full guide with a worked example? Read Executor checklist Australia: the first 30 days. To keep the task list, estate account and CGT workings in one place, see the Australian Executor's Estate Workbook (Excel + Google Sheets).

General information only, not tax, legal or financial advice. Check your own situation with a registered tax agent or solicitor.

Designed by Plain Numbers Co with the help of AI tools.

You will get a PDF (61KB) file