Skip to main content Skip to main navigation
Skip to accessibility page Skip to search input

Step 1: Gather essential documents

When someone passes away you will need official documents to proceed with the funeral and administration of the estate.

Find out more.

Step 2: Locating the Will (if there is one)

Locating a signed and witnessed original version of the Will is essential to appointing representatives (executor) to act on behalf of the estate. If there is no Will, then we take alternative steps such as taking instruction from one of the direct next of kin.

Find out more.

Step 3: Funeral arrangements and registering the death

When you begin to plan a funeral, we know there is additional financial stress on the family. We might be able to help with releasing funds from the estate for some funeral expenses.

Find out more.

Step 4: Who to notify

There are a number of organisations and people that need to be notified of your loved one’s passing. We will help you understand who should be notified at this time.

Find out more.

Step 5: Identifying yourself & important documentation

If you are not an existing Westpac customer and you are a representative of the deceased dealing with the estate, you will need to be identified before proceeding.

Find out mre.

Step 6: The Estate and important considerations

Administration of the estate can be complex, depending on each case. This involves potentially a number of accounts that we will locate and notify you of.

Find out more.