Peter Ziggy

Author, Speaker, Financial Planner

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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

‘Ziggy’ is one of Australia’s most personable holistic financial planners. Read More…

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Latest Posts

  • Ziggy from 3P talks about sponsoring a breakfast radio segment on 89.9 LightFM
  • Peter Ziggy gives LightFM’s Leroy Brown his “Top 5 Financial Tips for Dads”
  • Listen to Ziggy as he was interviewed on Light FM 89.9 sharing his financial expertise and tips for 2019
  • Listen to Ziggy as he was interviewed on Light FM 89.9 about the Federal Budget May 2015
  • Listen to Ziggy as he was interviewed on Light FM 89.9 about the Interest Rate Cuts and Victorian Budget on 12th May 2015

I love helping people take control of their lives so they can prosper in every way


Peter Ziggy is a Director of 3P Financial Pty Ltd
ABN 89 081 363 402, AFSL 487318
Take a Look at My Book - Money Does Grow On Trees - on Creating Personal Wealth
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Email: ziggy@peterziggy.com
Phone: 1300 305 061
Mobile: 0413 485 083

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