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 Lisa Delalis 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