WHO DO I NOTIFY IF SOMEONE I LOVE DIES?

It’s likely that a number of organisations/people will need to be informed once a person has died, as debts might need to be resolved. It’s a good idea to prepare a checklist of these people and organisations during the estate planning process, as it will help to reduce any hassles when the testator dies. The checklist is likely to identify:

  • executor of the estate
  • professionals such as a solicitor and accountant
  • church/religious institutions
  • pension/annuity providers
  • banks, building societies, credit unions
  • investment institutions, fund managers and stockbrokers
  • general insurers and life insurers
  • debtors
  • motor vehicle registry
  • utilities companies (e.g. electricity, gas, water, phone)
  • family doctor
  • local council for rates notices, etc.
  • employers and employees
  • club and association memberships
  • Centrelink or Department of Veterans’ Affairs.

 

 

About Peter Ziggy