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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.

Where to go, who to talk to

You might prefer to talk to a real person in a branch or over the phone. Our branches and the specialist Estates Management team 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.

What happens when Westpac are notified of a bereavement

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.

Bereavement Support guide

Download Bereavement Support guide (PDF 1MB) - A comprehensive 30 page guide supporting you after the loss of a loved one

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