A summary of the steps is provided below. For full details, please download our Losing a Loved One brochure. To request a physical copy of this brochure along with the relevant forms, call us 24/7 on 13 14 22 or collect them from one of our branches.
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 via phone call, face-to-face or email.
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.
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.
If we determine that there are additional requirements or documentation needed to finalise the estate, we will let you know in writing.
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.
Documents can be forwarded to:
PO Box 190
Toowoomba Qld 4350
Along with finalising your loved one's bank accounts, you may find yourself needing further emotional, financial, government or legal support. We've put together a list of helpful contacts that may be available to you.
Each state and territory offers free legal services for a solicitor to help you finalise the Estate.
We're committed to helping our customers through good times, and times of hardship, with genuine service and support.
If you have any questions and would like to talk to us today, tap here for live assistance.