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Deceased estates - documents explained

Finalising an estate can be complicated and it may be confusing with the various documents and legal requirements that may be needed.

The list here is intended only as a guide, and depending on individual circumstances, we may require additional information. If so, we’ll let you know in step 2.

A certified copy of the Death Certificate

Required in all cases, except when Probate or Letters of Administration are held.

A certified copy of the Will

Where a will exists, we require a certified copy and in some instances we may require Probate to be granted before funds can be released. If no valid will exists, we’ll require proof of Next of Kin or Letters of Administration.

Grant of Probate or Letters of Administration

Each estate’s individual circumstances are assessed by Westpac, and in some cases we may require Probate or Letters of Administration to be granted in order to release funds.