When someone passes away, you may be overwhelmed with googling ‘what to do next’. At Antunes Lawyers, we have dedicated Wills and Estates Lawyers to assist you with this process. As part of our services, we can provide you with a tailored plan and assist you every step of the way. Check out our all-inclusive checklist to help you get started.

Who to Notify
Before you get started, there are a range of people and organisations you need to notify about the death of your loved one. A non-exhaustive list of who to notify is below:

  1. Friends and family
  2. The beneficiaries of the estate
  3. The Australian Taxation Office
  4. Centrelink
  5. Pension providers
  6. The deceased’s Medical Practitioners
  7. Asset holders and creditors (noting that as soon as you advise the bank, all accounts will be frozen so this should be done when it will cause the least disruption to the administration of the estate. We will assist with advice on when the most appropriate time to do this is as every estate is different and will have different considerations)
  8. Subscription providers (such as Foxtel or Netflix)
  9. The property manager for any rental properties
  10. Employers
  11. Educational institutions
  12. The deceased’s accountant and financial planner
  13. Insurance companies
  14. Antunes Lawyers – we will assist you throughout this process

The Checklist
Now that you have notified the appropriate people and organisations, follow the below checklist to get started:

☐ Organise the funeral

☐ Lodge the death certificate application with the Registry of Births, Deaths, and Marriages

☐ Find out if there is a Will and obtain a copy

☐ Gather all of the information you can on the assets and liabilities of the estate

☐ Have an estimated value of each of the assets as of the date of death

☐ Receive the original death certificate from the Registry of Births, Deaths and Marriages

☐ Gather the contact details for each of the beneficiaries

☐ Gather your identification documents, such as a driver’s licence and passport

☐ Make an appointment with our office to discuss the estate

☐ Meet with our Wills and Estates experts and we will handle the rest

What’s next?
Each and every estate is very different and it is important to receive bespoke advice and assistance from a dedicated Wills and Estates Lawyer so that the administration of the estate runs smoothly and you are at ease during the entire process. Once you have gathered your information pursuant to the checklist above, contact our expert Wills and Estates team today, to get started.

If you have questions, contact our team today.

  • This field is for validation purposes and should be left unchanged.

Related Articles

off the plan contracts

Off the Plan Contracts

Off the Plan contracts have advantages for both vendors and purchasers. Learn more about off the plan contracts, the…

Read More

land tax

Land Tax Exemption – Principal Place of Residence

Land tax liabilities that arise may be costly and burdensome on property owners. Learn more about the Principle Place of…

Read More

New Changes to Conveyancing Law May Give Buyers the Right to Get Out of Contracts

Amendments to conveyancing and planning regulations in NSW, effective from 1 October 2022, have the effect of placing some…

Read More

The articles on this website comprise legal general information and not legal advice. The general information presented here must not be relied upon without legal advice being sought. In the event that you wish to obtain legal advice on the contents of this general information you may do so by contacting our office or your existing solicitor.