What documents are needed to finalise the Estate?

What documents are needed to finalise the Estate?

Information on what is needed to finalise the Estate are included in the letter that we will send once we are initially notified of the deceased customer’s passing.

The “eligible representative” will need to provide a copy of at least one of the documents listed below. These documents include:

  • Death Certificate
  • Solicitor’s or Coroner’s Letter
  • Grant of Probate
  • Letters of Administration
  • A certificate issued by the public trustee or Trustee Company authorised to do so.
  • Funeral bill
  • Doctor’s medical certificate

The document(s) should be sent to us at:

Attn: Estate Management
GPO Box 40
Sydney NSW 2001

Daniel Thompson
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