Losing a loved one is an emotional and challenging time and is also often accompanied by a myriad of practical and administrative tasks.
During such times, already knowing what information to gather can alleviate some stress and ensure that the necessary arrangements are handled smoothly.
Here is a comprehensive guide on essential information to collect that will assist in any future appointment with a probate or estate administration solicitor:-
- Original Death Certificate.
- Original Will if applicable: This will also indicate who the Executor is, being the person who has the responsibility to distribute the deceased’s estate in accordance with such Will.
- Financial Accounts: Compile information on bank accounts, investments, retirement accounts, shares, and insurance policies.
- Assets generally: Including addresses of any real estate property owned, car or other motor transport registration etc.
- Debts and liabilities: Identify any outstanding mortgages, personal loans or credit card balances.
- Financial resources: Details of any Centrelink pensions.
- Tax File Number, and any details of the deceased’s Accountant and/or Financial Advisor.
- Superannuation details.
- Personal documents including photo ID (such as driver’s license or passport), marriage certificate, order of divorce if applicable and birth certificate.
- Beneficiary details: Including contact information such as current residential address, contact number, email address and date of birth.
- Funeral expense details: Including receipts if already paid.
Remember, it’s okay to ask for help from family members, friends, or professionals during this challenging period.
Navigating the aftermath of a loved one’s passing is never easy, but having the necessary information at hand and contacting the right professional support can ease the administrative burden and allow you to focus on honoring their memory and coping with your loss.
To see how we can assist you, contact Family Focus Legal at Camden for an initial consultation with one of our Probate and Estate Administration Solicitors who can discuss the process with you.
