Estate Checklist

Name of the Deceased

Last Address of the Deceased

Age and occupation of the Deceased at death

Marital status of the Deceased

Place of death

Date of death

Was the Deceased a permanent resident of NSW?
Yes No

Your own full name and occupation

Your relationship to the Deceased

If you have any co-executors, please state their full names, addresses, occupations (or last occupations) and their relationship to the Deceased

Please state the full names and addresses of all beneficiaries. If any beneficiaries are deceased, please state date of death in each case

If the Deceased own any real property, please state the address of each property and send the title deeds to us, or tell us where they can be inspected

If the Deceased owned any leasehold property, please state the address of each property and send the leases to us, or tell us where they can be inspected

If the Deceased owned a motor vehicle, please supply details and arrange for a valuation to be made by a motor dealer and sent to us

If the Deceased owned furniture, a valuation may be required. Can you arrange for this to be done by a valuer if required, or do you wish us to arrange this?

If the Deceased owned jewellery or watches, a valuation will also be required

Please send us all bank pass books, bank statements, and cheque books of the DeceasedMax file size 5mb

If the Deceased has any cash at the date of death, please state the amount and how it has been disposed of

If the Deceased was entitled to any wages, holiday pay or long service leave, please supply details

If the Deceased has any life or superannuation policies, please supply any details and documents

Life or superannuation policies documentsMax file size 5mb

If the Deceased owned any stock, shares, debentures or bonds, please supply details and send us the documents

stock, shares, debentures or bonds documentsMax file size 5mb

Who handled the Deceased's income tax affairs?

Did the Deceased have an interest in any other estate, or was the Deceased an executor in any other estate?

If the Deceased had an interest in any business or partnership, please supply details

Were any debts dues to the Deceased? If so, were there any securities on those debts? Please supply details

Did the Deceased make any gifts exceeding $300.00 in value during the 3 years prior to death? if so, please supply details

Did the Deceased have any life interest in any property?

Was the Deceased a member of any funeral benefit fund, or any club conducting such a fund?

Did the Deceased have any other assets of any kind?

Did the Deceased owe any money at the date of death? If so, please supply full details, with particular reference to telephone, electricity or similar accounts.