Short answerIn the first days, arrange the funeral, find the Will and secure the home and valuables. In the first weeks, notify banks, Centrelink and other organisations and list the assets and debts. Within the first month, the executor should get advice on whether probate is needed. Do not distribute or sell anything until then.

The first few days

  • A doctor issues a medical certificate of the cause of death. If the death was unexpected, the coroner may be involved.
  • Contact a funeral director. In Victoria the funeral director usually registers the death with Births, Deaths and Marriages and helps you order the death certificate.
  • Look for the Will: home papers, the deceased’s lawyer and bank, and any country where they lived. If we prepared the Will, we may hold the original. Call us.
  • Secure the home, car, keys and valuables, and check that insurance stays in place.
  • Tell close family, including relatives overseas who may need to travel.

The first two weeks

  • Notify Services Australia (Centrelink and Medicare) and other organisations. The Australian Death Notification Service can notify several organisations at once.
  • Notify the banks, super funds and insurers. Accounts in the deceased’s sole name will usually be frozen.
  • Redirect mail and keep everything that arrives.
  • Make a list of assets and debts: real estate, bank accounts, shares, super, insurance, vehicles, loans, credit cards, and anything overseas.
  • Keep receipts for the funeral and other expenses you pay. They can usually be repaid from the estate.

Within the first month

  • The executor should get advice on whether a grant of probate (or letters of administration, if there is no Will) is needed. Try our 2-minute check.
  • Gather documents: the death certificate, the original Will, identification, title documents and recent statements.
  • If there are assets or family overseas, start collecting the documents that will need certifying or translating.

Things not to do

  • Do not use the deceased’s cards or online banking, even to pay the funeral.
  • Do not throw away papers, mail or devices.
  • Do not promise or hand out belongings until the Will has been checked.
  • Do not sell or transfer property before a grant, unless advised.

We help families through each of these steps in English, Mandarin and Cantonese. See letters of administration and our probate and estate administration services.

Tell us about the estate

A short message is enough. We reply in English, Mandarin or Cantonese, and quote fees in writing before any work starts.


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Related guides

General information only, not legal advice. It is based on Victorian law unless stated otherwise; the rules in other states and territories differ. Your circumstances should be assessed individually.

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