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HELPFUL TIPS FOR EXECUTOR/S

Updated: Jul 10, 2023

Are you an Executor?

A loved one has died and you have been appointed executor of their 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:

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Executor

  • 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



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