HELPFUL TIPS FOR EXECUTOR/S

A loved one has died and you have been appointed executor of his or her estate.  You are grieving and don’t know what the next steps are.

Here is a suggested list of who you may need to contact when it comes to administering a deceased person’s estate:-

  • Accountant
  • Ambulance Services
  • Australian Tax Office
  • Banks/Building or Friendly Societies/Credit Unions
  • Chamber of Commerce
  • Church or Religious Organisations
  • Clubs, Organisations and Associations, Libraries
  • Companies (eg. Directorships)
  • Department of Social Security/Centrelink
  • Department of Transport- Car Registration
  • Department of Veteran Affairs
  • Doctors, Specialists, Hospital, Dentist or Chemist
  • Electoral Office/ Local Government for Rates Etc.
  • Employer/Former Employer
  • Financial Institutions /Loan Companies/ Credit Card Providers
  • Home Appliance Rental
  • Home Delivery Service- Newspapers, Milk, etc
  • Home Nursing Services or Meals on Wheels
  • Household Help, Gardening Services
  • Insurance- Life, Accident, Home or Vehicle
  • Justice of the Peace
  • Medicare/ Health Benefits Fund
  • Phone, Mobile, Internet, Electric and Gas Companies
  • Post Office for Mail Delivery
  • Schools, Universities or Colleges
  • Service Organisations: RSL, Lion, Red Cross, Rotary, etc
  • Solicitor and/or Public Trustee
  • Superannuation Companies
  • Trade Unions or Professional Associations