Penrith Lawyers - Phone (02) 4731 5899

Estate Checklist

Following the death of a loved one you may need to notify some of the following persons or institutions:

  • Solicitor (Will & Estate Administration)
  • Financial Planner
  • Life Insurance Company
  • Superannuation Funds
  • Banks/Financial Institutions
  • Funeral Fund
  • Medicare/Health Benefit Fund
  • Employer
  • Centrelink/Overseas Pension/Department of Veterans Affairs
  • Services (Water, Gas, Electricity, Telephone, Cable, T.V. Network)
  • Accountant/Tax Agent/ATO (Tax Return)
  • Home services (Internet Provider, Deliveries, Lawn mowing, Gardening)
  • RMS (Motor Vehicle, Boat Insurances & Registrations)
  • Road Tolling (E-Toll/E-Tag)
  • Company Share Registers
  • Medical Practitioner/Dentist
  • Landlord/Strata Manager (if applicable)
  • Clubs or Associations
  • Minister/Church Association
  • Electoral Roll
  • Charitable organisations
  • Library
  • Social Networks (Facebook, Twitter etc)
  • Post Office (redirect mail if desired)

Please feel free to contact Scott Johnson or John Bateman of our office on (02) 4731 5899 or email us at willsestates@batemanbattersby.com.au should you require any further information or assistance.

Download PDF Version:
Estate Checklist

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