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What should you bring to your appointment when acting as an Executor for an Estate?

It is important to ensure that you bring as much information as possible with you at your initial appointment. This will give your lawyer a clear understanding of what is involved in administering the estate and will assist in enabling us to provide you with an accurate estimate of the costs involved.

Below is a list of some important items to bring with you;

  • Original Will if you have it (or a copy of it if it is held elsewhere);
  • Death Certificate – if issued, if not, this can be provided later;
  • Bank account details and/or statements;
  • Details of any real property held by the deceased;
  • Nursing home details (if applicable);
  • Superannuation statements/information;
  • Details of any motor vehicles/vessels;
  • Pensions (Centrelink card/Veterans Affairs card/overseas pension information);
  • Medicare card;
  • Driver’s licence;
  • Life insurance policies;
  • Home and/or content insurance information;
  • Previous tax returns;
  • Membership cards;
  • Details of any personal property and effects, particularly items of value (eg. coin collections, stamp collections, jewellery etc);
  • Any expenses that require to be paid or reimbursed from the Estate (eg. funeral accounts).

Call our team at Mott & Associates, Solicitors on 3180 3580 to ease your journey.

March 2019

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