How do I finalise the Estate?
Once all the documents have been received we will begin settling the accounts and releasing funds to the Executor/s, Administrator/s or Solicitor acting for the Estate.
If there are proceeds to come to the Estate from the sale of property, rebates, etc. we recommend an ‘Estate of…’ membership be opened which can be operated by the Executors. To do this we require the Death Certificate along with the Will, Probate or Letters of Administration, whichever is relevant.
We're here to help you through the process. You can learn more about our Deceased Estates process and get assistance by clicking here.
https://www.beyondbank.com.au/need-help/how-do-i-finalise-the-estate