In the first days after someone passes away, there are practical matters that need attention. You do not need to have all the answers. Start with the basics, and we will guide you from there.
In the first few days
Being an executor is a significant responsibility, but you don't need to do everything immediately. In the first few days, focus on:
- 1 Find the will: Check with the deceased's lawyer, or look in their home safe, filing cabinet, or bank.
- 2 Arrange the funeral: Check the will for any specific wishes. The estate will cover reasonable costs.
- 3 Secure the property: Make sure the home is locked and valuables are safe.
- 4 Notify key people: Employer, bank, insurance companies, about the death.
Getting help
Most executors instruct a lawyer to help with estate administration. This is the norm, not the exception. We can handle as much or as little as you would like.
"Don't try to do this alone if you are not sure. Estate administration has legal requirements, and mistakes can be costly. Getting professional help is almost always worthwhile."
Bring the original will to your first meeting with us. We'll explain the process, give you an estimate of costs and timeframes, and answer your questions.
How Carlile Dowling helps at this stage
- - Review the will with you
- - Explain your role and responsibilities as executor
- - Advise on immediate steps
- - Begin gathering the information we will need
Not sure where to start?
Call us in the first few days. We can review the will, explain what needs to happen, and help you prioritise.
Talk to usWhat you'll need
Start gathering these documents when you can:
- The original will
- Death certificate (from the funeral director)
- Recent bank statements
- Property titles or rates notices
- Investment statements
- Insurance policies
We are here to help. Call us on 06 835 7394.