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Before you notify us

We know this is a difficult time, and a difficult conversation. Being prepared will help. Here’s what you need to know and what to have with you.

Choose how to notify us

You might prefer to talk to us in a branch or over the phone. We are here to support you.

Step by step guide

When you’re dealing with a bereavement, we know you can feel pretty overwhelmed. Here’s a step-by-step process to make things as straightforward as possible.

Helpful checklists and resources

Knowing who to notify and understanding the different legal terms can be confusing. These handy checklists and frequently asked questions may help.

Notify us of the loss of a loved one

How the banking and wealth products of bereaved customers are affected after the notification of a bereavement

A Glossary of terms for the bereaved

Need help with teminology?  We have a glossary of terms which can help you make sense of the jargon.

End-of-life planning

Discussions about death can be difficult, but planning early could help to ease the bereavement experience for your loved ones and make it simpler them to enact your final wishes when the time comes.

Beginning the conversation

Why we should talk about death when we’re still healthy.


Tools and resources

Download Loss a Loved One Support guide (PDF 337KB) - A comprehensive 30 page guide supporting you after the loss of a loved one.

Download Estate Planning guide (PDF 316KB) - A document to be completed for the purpose of enabling lawyers (Provider) to provide advice and assistance in preparing a will, Powers of Attorney and other estate planning documents.

Download Estate Planning checklist (PDF 450KB)

 

We hope you find this information relating to the management of a Deceased Estate helpful, however if you wish to contact us please see the information below and contact number for our specialised Estate Management team. We are here to help you through your bereavement.

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Helping you in the moments that matter

Whether you're buying a home, starting a family, opening a business or going through a tough time, we’re here to help.

Find out how

Other sites

If you are a customer of St.George, BankSA or Bank of Melbourne and experiencing bereavement please go to:

https://www.stgeorge.com.au/deceased-estates

https://www.banksa.com.au/deceased-estates

https://www.bankofmelbourne.com.au/deceased-estates