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Estate Administration Required Documents Checklist

To assist us in administering the estate, it is useful if you could either bring the following information/documents with you when you meet with us, or post them to us if you will not be meeting with us in person.

Please don’t worry if you can’t find everything. Bring with you, or post, what you can find and we can provide advice on what to do about the remaining documents.

It is also quite likely that some of the information/documents may not be relevant to the deceased person’s estate.

Checked
Real Estate
Certificates of Title for all real estate (including vacant land)
Home and contents insurance policies for all real estate
Documents relating to any mortgages or loans on real estate (e.g. initial mortgage agreements, recent statements of balance, etc.)
Savings, Investments, & Income
Details of bank accounts, including passbooks, cheque books, and/or statements
Term deposit receipts
Credit and/or debit cards
Details of all superannuation funds
Stock & share certificates, current statements of holdings, any capital gains tax records (including sale and purchase contract notes, and any personal record books associated with investments)
Details of any business owned by the deceased person
Accounts
Most recent accounts for telephone, electricity, gas, water rates, land tax, and council rates
Any outstanding accounts (e.g. store accounts, accounts for services (e.g. accountant services, plumbing)
Either the funeral account with the amount that is still owed, or the receipt showing that the funeral account has been paid
Vehicles
Registration papers for all vehicles (including motor bikes, boats, caravans, trailers and cars)
Insurance policies for all vehicles
The deceased person’s driver’s licence
Personal Insurance
Funeral plan, funeral insurance, or prepaid funeral details
Life insurance policies
Tax
The last income tax return and assessment notice (if the return was lodged within the last 5 years)
Any available information for tax purposes for the current financial year e.g. receipts, travel log books)
The deceased person’s Tax File Number
Cards and memberships
Medicare Card and any health fund membership details
Pensioner Concession Card, Department of Veterans’ Affairs Gold Card, or cards for other entitlements such as travel concessions
Seniors Card
SA Ambulance Card
Store account cards
Death Certificate (Public Trustee will require the ORIGINAL certificate)
Details of immediate family members
Contact details for beneficiaries named in the deceased person’s Will (e.g. legal and full names, residential addresses, email addresses, and/or daytime contact telephone numbers)

Please contact the Public Trustee on (08) 8226 9931 or on 1800 673 199 (country SA toll free) if you have any questions or would like to make an appointment.