A summary of the steps is provided below. For full details, please download our Deceased Estates brochure. To request a copy of this brochure and the relevant forms call us 24/7 on 13 14 22 or collect them from one of our branches.
Step 1 – Notify us
You should let us know as soon as you can about the death of a loved one.
You can notify us and other organisations that your loved one has passed, by using the Australian Government’s Australian Death Notification Service. For more information visit deathnotification.gov.au.
Alternatively, you can notify us directly. Complete our Deceased Customer Notification form and return it to us with evidence of the death.
Once you have notified us that a loved one has passed away, the next step is to collect a range of information and documents that we need to finalise the account. We have outlined the documents we need to receive in the Document Checklist below.
Step 3 – Heritage reviews the estate
Once we receive all the documentation, our Deceased Estates team will thoroughly review the accounts your loved one held at Heritage when they passed away.
Step 4 – Complete any additional requirements
If we determine that there are additional requirements or documentation needed to finalise the estate, we will let you know in writing.
Step 5 – Release the funds
Once all the requirements for the estate have been met, we can release funds held in the Heritage accounts.
If you are NOT applying for Grant of Probate or Letters of Administration, you will also need to complete this form:
Documents that may also need to be completed/supplied
These requirements are a guide only, and may change depending on the estate.