Wednesday luncheon #5107 with Danielle Phillips

This week lunch meeting will be held on Wednesday 12.30pm for 1.00pm at the..MTX John Halbert Room, L3 Eastern Stand, Adelaide Oval, War Memorial Drive, North Adelaide

Please book on our website by Monday  July 13 12am to secure your place! Welcome Desk payment by Card only!

  Guest Speaker Danielle Phillips

The Truth About After Death Administration

When a loved one dies, most people know they need a Will and may have heard of Probate, but few realise there are more than 40 practical administrative tasks that must also be completed. From notifying banks, super funds and government agencies, to dealing with utilities, insurances, property, memberships and digital accounts, the responsibility often falls to grieving family members and executors who have little idea where to start.

In this engaging and informative presentation, Danielle Phillips, Founder of Sage Executor Solutions, shares her personal journey of administering both of her parents' estates and the lessons she learned along the way. Danielle will highlight the often-overlooked administrative burden that follows a death, the common challenges faced by executors, and practical steps individuals can take now to make life easier for their loved ones in the future.

Attendees will leave with a greater understanding of the executor's role, the importance of planning beyond the Will, and simple actions they can take to reduce stress, confusion and delays for those left behind.

Don't forget to give to the Virtual Community Bowl this week by clicking on...  Community Projects Appeal

Please note the venue - MTX John Halbert Room, L3 Eastern Stand, Adelaide Oval, War Memorial Drive, North Adelaide