What do you need to do?
The timeframe to finalise the estate could vary from a few weeks to several months. It depends on the deceased estates' assets, accounts and the required documentation.
We are required to wait a minimum of 30 days from the date of death to close and finalise deceased accounts.
We may also need more information or instructions from the parties involved in this process.
Forms and Guides
Some or all of the following forms may be required to assist our team with finalising the estate.
Each estate may require different forms. If you are unsure which form(s) you may need to complete, please contact us on 13 25 85.
Deceased Estate Information Guide
A quick guide for Executors and Administrators.
Consent form for us to collect information about you.
Certification of Original Documents Form
Required when providing certified identification.
Deceased Estates Membership Closure Form
Only required for disbursing funds or establishing an 'Estate of the Late' trust.