Clear guides on inheritance advances, deceased-estate administration, and accessing your inheritance early — written for beneficiaries and the professionals who advise them.
If you're a beneficiary waiting for an estate to be settled, 12 months can feel like a very long time — especially when you're managing financial pressure at the same time as grief.
Read →An inheritance advance is a way to access a portion of your inheritance before an estate has been fully settled.
Read →This is one of the most common questions we hear from people who are waiting on a deceased estate.
Read →The family home is often the most significant asset in a deceased estate — and frequently the most complicated to deal with.
Read →One of the first questions people ask about an inheritance advance is: what will it actually cost me?
Read →Many people assume they won't qualify for financial help because they're retired, not currently working, or on a reduced income.
Read →Roughly half of Australian adults don't have a valid will. When someone dies without one, intestacy rules — not their wishes — decide who inherits.
Read →Australia abolished inheritance tax in 1979 — but capital gains, superannuation death benefits, and rental income can still trigger tax for beneficiaries.
Read →A family provision claim can freeze an estate for a year or more. Here's who can claim, how it works, and what it means for other beneficiaries.
Read →Probate is the court order that lets an executor administer an estate. Here's what it is, how long it takes, and why beneficiaries wait for it.
Read →Superannuation is often one of the largest single assets in an estate — and one of the most misunderstood. Here's how death benefits are paid out.
Read →Three ways to bridge the gap while an estate settles. Here's how inheritance advances, personal loans, and family loans differ — and when to use each.
Read →Property markets don't wait for estates to settle. Here's how an inheritance advance can fund a deposit while the estate is still being administered.
Read →Executor, intestacy, letters of administration, family provision claim — a plain-English glossary of the estate and probate terms beneficiaries hear most often.
Read →Estate administration takes time, and beneficiaries often experience real financial hardship during that period.
Read →Property is the dominant asset class in Australian deceased estates.
Read →Deceased estate sales are a significant part of the Australian residential property market — and they come with a set of dynamics that experienced agents know well.
Read →Practical guidance for financial advisers whose clients are waiting on estate distributions — options, tax considerations, and how to structure the conversation.
Read →A practical guide for executors on communicating with beneficiaries during a slow estate — timing, updates, and interim distributions.
Read →Apply online in 10 minutes. We assess the estate — not your income.
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