Built by executors, for the next one.

Alan Estate exists because administering a deceased estate in Australia is harder than it needs to be, and predictably so.

The people who founded it have administered estates themselves: ringing institutions, working out that superannuation follows different rules from the will, and finding months in that a document nobody had looked at in years decided who received the largest asset in the estate.

What stayed with us afterwards was how predictable the difficulty was. Almost every estate involves the same forty or so tasks, in roughly the same order, with the same traps, and no one hands you the list.

So we wrote the list and made it free. Around it we're building the Alan Estate platform: one shared record of an estate that the person, their family and their advisers all work from, before and after a death.

What we believe

• The order matters. Knowing that Services Australia is a 28-day matter and probate is a two-month one changes how a family copes with the whole thing.
• Superannuation is where Australian estates come unstuck. For most people over sixty it is the largest asset, it does not pass under the will, and the rules for self-managed funds are unforgiving about timing.
• Say what we are. This is general information, sourced to the ATO, the courts and the state registries. It is not legal advice. Where a matter needs a solicitor or an SMSF specialist, we say so plainly.
• No sign-up to get help. The plan and guides have no paywall and no account. If you'd like updates, you can ask for them.

Where we are

The plan and guides are free to use today, for every state and territory. The platform is being built with founding partners in Victoria first, because probate and land title rules differ by state and we want to get one state right before the next.

If you work with families or SMSF clients, become a founding partner. If you'd like to hear when the platform opens to families, ask for updates. Or write to us.