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The loss of a loved one is a difficult time. We’ve put together some guidelines to help make finalising their accounts simple.

The following information is designed to assist you through this emotionally stressful time and to finalise the Estate.

The following documentation is required:

  • Your certified identification, for example drivers licence or passport
  • The original or a certified copy of the Death Certificate
  • If you are noted as an Executor of the Will, the original or a certified copy of the Will or Grant of Probate (if applicable)
  • If you are an Administrator of the Estate, the original or a certified copy of the Letters of Administration
  • If you are required to pay the funeral expenses on behalf of the Estate, we will require an invoice from the Funeral Director and a completed “Authority to Release Funds from a Deceased Estate” form

Deceased Estate Statutory Declaration

This form needs to be completed by all relevant parties when the deceased’s accounts are ready to be processed. The form needs to be completed and witnessed by a Justice of the Peace or Solicitor and returned to Newcastle Permanent with all other relevant documents in order for us to finalise the accounts.

Download Deceased Estate Statutory Declaration (pdf).

Authority to Release Funds from a Deceased Estate

This form is required to be completed if you need to pay for Funeral expenses from an account held by the Deceased. The Executor or Next of Kin (if there is no Will) needs to sign the form and also provide certified identification and a copy of the invoice from the Funeral Director.

This form can also be used to pay for Probate filing fees, if you are required to apply to the Supreme Court of NSW for Probate.

Download Authority to Release Funds from a Deceased Estate (pdf).

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Deceased Estates

The loss of a loved one is a difficult time. We’ve put together some guidelines to help make finalising their accounts simple.