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Executor of Will & Witnesses Australia: Complete Guide 2025 | WillBuddy

Comprehensive guide to executor of will Australia roles, executor duties, executor fees, and will witness requirements. Learn who can be an executor, witness rules by state, and executor responsibilities.

Quick Answer

An executor administers your estate after death, collecting assets, paying debts, and distributing to beneficiaries. Choose a trustworthy adult who is organised and willing. Will witnesses must be two independent adults (not beneficiaries) present together when you sign. Executors can claim reasonable fees, typically 1-5% of estate value with court approval.

Choosing the right executor and ensuring proper witnessing are two of the most important decisions when making a will. An unsuitable executor can delay estate administration for years, while improper witnessing can invalidate your entire will.

This guide is part of WillBuddy's Knowledge Centre covering the executor of will Australia role, executor duties, and will witness requirements. Drawing from our experience helping thousands of Australians, we provide practical guidance tailored to each state's legislation.

WillBuddy includes prompts and checklists so executors and witnesses meet legal requirements the first time, see how the product works.


In This Section You'll Learn

  • Who can be an executor in Australia and how to choose wisely
  • Complete list of executor duties and responsibilities
  • Executor fees and commission entitlements by state
  • Will witness requirements and common mistakes
  • State-by-state differences for NSW, VIC, and QLD

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Understanding the Executor Role

What Does an Executor Do?

An executor (also called a "personal representative") is the person you appoint to:

Duty Description
Locate the will Find the original will and confirm it's the most recent version
Apply for probate Obtain legal authority from the Supreme Court to act
Secure assets Protect property, collect funds, manage investments
Pay debts Settle all legitimate debts, including taxes
Distribute estate Transfer assets to beneficiaries per the will
Keep records Maintain detailed accounts of all transactions
Defend claims Respond to family provision or other challenges

Executor Timeline

Phase Typical Duration Key Tasks
Immediate (0-2 weeks) Days Locate will, secure property, notify institutions
Probate application (2-8 weeks) 4-12 weeks Prepare documents, lodge with Supreme Court
Administration (2-12 months) Variable Collect assets, pay debts, manage investments
Distribution (after debts cleared) 2-4 weeks Transfer assets, obtain releases from beneficiaries
Final accounts Ongoing Prepare final estate accounts, tax returns

Note: Complex estates with property sales, business interests, or family provision claims can take 2-3+ years.


Who Can Be an Executor?

Legal Requirements

Requirement Details
Age Must be 18 years or older
Mental capacity Must have capacity to understand and perform duties
Willingness Must be willing to act (can renounce if unwilling)
Residency No legal requirement, but overseas executors face practical difficulties
Criminal record No automatic disqualification, but may affect suitability

Who Makes a Good Executor?

Ideal qualities:

  • Organised and detail-oriented
  • Financially literate
  • Patient and diplomatic (especially with family dynamics)
  • Available and willing to commit significant time
  • Trustworthy and ethical
  • Younger than you (to ensure availability)

Executor Options

Option Pros Cons
Spouse/partner Knows your wishes, motivated May be grieving, could predecease
Adult child Family knowledge, invested Family conflicts, perceived favouritism
Sibling/friend Trusted, objective Own commitments, may decline
Solicitor Professional expertise, impartial Charges fees, may not know family
Accountant Financial expertise Limited legal knowledge, fees
Public Trustee Professional, state-backed Fees, impersonal service
Private trustee company Professional, comprehensive Higher fees, corporate approach

Multiple Executors

You can appoint:

  • Joint executors – Must act together and agree on decisions
  • Substitute executor – Acts if first choice cannot or will not serve
  • Professional + family – Combines expertise with personal knowledge

Recommendation: Appoint at least one substitute executor in case your primary choice predeceases you, becomes incapacitated, or renounces.


Executor Duties in Detail

Before Death (If Executor Knows)

  • Know where the will is stored
  • Understand the testator's wishes
  • Be aware of significant assets and beneficiaries

Immediately After Death

Task Timeline Details
Locate original will Day 1-2 Check home, solicitor, Public Trustee, Supreme Court
Arrange funeral Days 1-7 Per wishes in will or family consultation
Secure property Immediately Change locks, redirect mail, notify insurers
Notify institutions Week 1-2 Banks, super funds, Centrelink, utilities
Obtain death certificates Week 1-2 Order multiple certified copies

Probate Application

Step NSW VIC QLD
Court Supreme Court NSW Supreme Court VIC Supreme Court QLD
Typical fee $978 (estates $100k-$250k) $421.70 (all estates) $793 (estates $300k+)
Timeline 4-8 weeks 4-8 weeks 4-12 weeks
Small estate threshold $50,000 $50,000 $150,000

Ongoing Administration

  • Collect all assets and transfer to estate account
  • Pay funeral expenses, debts, and liabilities
  • Lodge tax returns (date of death and estate)
  • Manage investments and property
  • Communicate with beneficiaries
  • Keep detailed records of all transactions

Distribution

  • Wait statutory period for claims (typically 6 months)
  • Clear all debts before distribution
  • Obtain releases from beneficiaries
  • Transfer specific gifts
  • Distribute residuary estate
  • Prepare final accounts

Executor Fees and Commission

Are Executors Entitled to Payment?

Executors are entitled to:

  • Reimbursement – All reasonable expenses incurred
  • Commission – Payment for time and effort (requires court approval or will provision)

Commission Guidelines by State

State Legislation Typical Commission Court Discretion
NSW Probate & Admin Act 1898 Up to 5% of estate + income Yes, based on work performed
VIC Administration & Probate Act 1958 Up to 5% of estate Yes, reasonable remuneration
QLD Succession Act 1981 Up to 5% of estate Yes, based on complexity

Factors Affecting Commission

  • Size and complexity of estate
  • Time and effort expended
  • Skill and responsibility required
  • Success of administration
  • Any provision in the will

Professional Executor Fees

Provider Typical Fee Structure
Solicitors Hourly rate ($300-$600/hour) or percentage (2-4%)
Public Trustee Percentage (typically 4-5.5%) + fees
Private trustee companies Percentage (3-6%) + ongoing fees

Tip: If appointing a professional executor, request a fee estimate in writing before finalising your will.


Will Witness Requirements

Essential Requirements (All States)

Requirement Details
Number Two witnesses required
Age Must be 18 years or older
Capacity Must have mental capacity to witness
Presence Must be present together when testator signs
Observation Must see testator sign the will
Signing Must sign in testator's presence and each other's presence
Independence Should not be beneficiaries or spouses of beneficiaries

Who Should NOT Be a Witness?

Avoid As Witness Reason
Beneficiaries Gift to witness may be void
Spouse of beneficiary Gift to spouse may be void
Executor Creates conflict (though legally permitted)
Family members receiving gifts Gift may fail
People lacking capacity Will may be challenged

Ideal Witnesses

  • Neighbours (not receiving gifts)
  • Work colleagues
  • Family friends
  • Bank staff or Post Office staff
  • Medical professionals (GP, nurse)
  • Solicitors or legal staff

State-Specific Witness Rules

Aspect NSW VIC QLD
Legislation Succession Act 2006 ss 6-10 Wills Act 1997 ss 7-11 Succession Act 1981 ss 10-16
Beneficiary witness Gift is void (s10) Gift may be void (s11) Gift is void unless court orders (s16)
Court can save gift? Yes, if circumstances warrant Yes, if no suspicion Yes, on application
Electronic witnessing Permitted (permanent changes) Permitted in some circumstances Not generally permitted

Proper Witnessing Procedure

Step-by-Step Process

  1. Gather everyone together
  • Testator + both witnesses in same room
  • All must be present throughout
  1. Testator signs first
  • Sign at the foot/end of the will
  • Witnesses watch testator sign
  1. First witness signs
  • Signs while testator and second witness watch
  • Signs attestation clause
  1. Second witness signs
  • Signs while testator and first witness watch
  • Signs attestation clause
  1. Complete attestation
  • Witnesses print their names
  • Add addresses and occupations (recommended)

Common Witnessing Mistakes

Mistake Problem Prevention
Witnesses sign separately Will may be invalid All three sign together
Beneficiary witnesses Gift to witness fails Use independent witnesses
Not witnessing signature Will may be challenged Watch testator sign
Forgetting attestation Probate complications Complete all fields
Using minors Will may be invalid Only adults (18+)

State Differences Summary

New South Wales

  • Executor legislation: Probate & Administration Act 1898
  • Witness legislation: Succession Act 2006
  • Commission: Up to 5% with court approval
  • Beneficiary witness: Gift void unless court orders otherwise (s10)

Victoria

  • Executor legislation: Administration and Probate Act 1958
  • Witness legislation: Wills Act 1997
  • Commission: Reasonable remuneration with court approval
  • Beneficiary witness: Gift may be void, court can save (s11)

Queensland

  • Executor legislation: Succession Act 1981
  • Witness legislation: Succession Act 1981
  • Commission: Up to 5% with court approval
  • Beneficiary witness: Gift void unless court orders otherwise (s16)

When Executors Can Renounce

An executor can decline to act by:

  1. Renouncing – Filing renunciation before taking any action
  2. Not applying – If substitute executor or beneficiary applies instead

Once you "intermeddle" (take any action in administering the estate), you generally cannot renounce.


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