How to manage a deceased estate 

If you’ve recently suffered a loss, we're here to help you through this difficult time. We understand you've got a lot to deal with right now, so we've prepared a guide to help you manage the financial side of things.

Key steps 

You'll need to complete the following steps before we can settle the estate. 

1. Contact us 

You can do this in store or by calling us on 13 17 19. If you can make it to a Bankwest store, make sure you bring ID and any necessary documents so we can process everything for you during your visit. If you can't, we'll advise you of how to send the documents to us when you call.

Take a look at our checklist (PDF) to find out what documents you'll need to provide, and the list of ID we'll accept.

2. Provide additional documents

If we need any extra documentation (such as a Grant of Probate if you're the executor, or Letter of Administration if you're the administrator), we'll let you know during your visit or call.

3. Organise funeral expenses

If you need funeral expenses to be reimbursed by the state, let us know. If there are sufficient funds we may be able to release them to you.

Important forms 

To make it easier for you, here are some forms we use during the process:

Deceased Estate Customer Notification Form (PDF, 627KB)
This form must be completed by the executor or the person’s closest next-of-kin to help us identify any accounts held by the person who passed away.

Deceased Estate Checklist (PDF, 95KB)
A guide to help you provide the information required to finalise the accounts and services of the person who passed away.

Claim For Assets Held On Behalf of Deceased Customer (PDF, 193KB)
Used to process a claim for an executor/administrator or beneficiary.

Certified Copies Identification Form (PDF)
Used to verify a person’s identity when they aren't able to present original identification documents to us.

Other resources 

If you need more help, there are a number of other services and organisations that may be able to you help you at this time. 

Australian Centre for Grief and Bereavement 

The Australian Centre for Grief and Bereavement is a not-for-profit organisation. The centre provides education, counselling, research and clinical services for those who're experiencing grief and bereavement.

You can call the centre on 1300 664 786

Australian Funeral Directors Association

The Australian Funeral Directors Association (AFDA) may be able to plan a funeral or they can point you in the direction of a funeral director.

Australian Government - Department of Human Services

The Department of Human Services has a range of information that may be helpful at this time, including:

  •  How to obtain a death certificate
  •  Information on organising a funeral
  •  What government assistance may be available
  • Who else needs to be advised.

For more information, you can visit the Department of Human Services' website or visit a service centre.

The Law Society

The Law Society in your state can offer advice on managing a deceased estate.

We're here to help 

Need more help? Speak with someone from the team today.