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Executor Connect

Executor Connect

Deceased full name(Required)

First Last

Deceased date of death(Required)

MM slash DD slash YYYY

Deceased date of birth(Required)

MM slash DD slash YYYY

Copy of death certificate (attach file here) please bring original to conference with you

Max. file size: 32 MB.

Copy of Will (attach file here unless we hold original) please bring original to conference with you

Max. file size: 32 MB.

Are executors applying for Grant?

Yes

No

if not, who:

Executors

Occupation of the executors

Contact details and ages of beneficiaries:

Number of beneficiaries:

Beneficiary 1

Name

Age

Relationship to Deceased

All applicable contact details

Beneficiary 2

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 3

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 4

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 5

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 6

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 7

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 8

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 9

Name

Age

All applicable contact details

Relationship to Deceased

Beneficiary 10

Name

Age

All applicable contact details

Relationship to Deceased

Assets (please list or bring with you details of all assets you are currently aware of)

REAL PROPERTY

State full particulars of all real estate, or any other property owned by the deceased solely or jointly including improvements, encumbrances, tenancies, rentals etc. State wishes of beneficiary as to disposal, whether by sale or transfer.

Property 1:

Sole owner

Joint tenancy

Tenants in common

Address

Mortgagee

Occupied by

Approximate value

Insurance

Services

Gas

Electricity

Telephone

Executor will deal with services?

Yes

No

Property 2

Sole owner

Joint tenancy

Tenants in common

Address

Mortgagee

Occupied by

Approximate value

Insurance

Services

Gas

Electricity

Telephone

Executor will deal with services?

Yes

No

PERSONAL PROPERTY

All other property owned solely or jointly by the deceased including the following:

A. Investments e.g. business, shares, mutual funds, debentures stocks.

1. Description

Estimated Value

2. Description

Estimated Value

B. Motor vehicles

1. Make

Model

Estimated value

2. Make

Model

Estimated value

C. Savings

1. Name of institution

A/C no.

Estimated balance

2. Name of institution

A/C no.

Estimated balance

3. Name of institution

A/C no.

Estimated balance

4. Name of institution

A/C no.

Estimated balance

5. Name of institution

A/C no.

Estimated balance

D. Superannuation fund

1. Name of fund

Names of beneficiaries

Estimated balance

2. Name of fund

Names of beneficiaries

Estimated balance

E. Life policies

1. Description

Estimated value

2. Description

Estimated value

F. Other

2. Description

Estimated value

2. Description

Estimated value

Debts/liabilities

Provide details of all possible and known claims against the estate, including:

A. Funeral expenses

Funeral Expenses

Paid

Outstanding

Funeral director

Amount

Details of payment made

Is a claim for refund to be made?

Yes

No

B. Mortgage

To

Amount

To

Amount

C. Car loan/s

To

Amount

To

Amount

D. Personal loan/s

To

Amount

To

Amount

E. Credit card debts

To

Amount

To

Amount

F. Business debts, ATO liabilities

To

Amount

To

Amount

G. Utilities e.g. council, water, gas, phone

To

Amount

To

Amount

To

Amount

To

Amount

H. Medical e.g. hospital, chemist

To

Amount

To

Amount

To

Amount

I. Other

To

Amount

To

Amount

To

Amount

TAX

Will there be any tax outstanding at the date of death?

Yes

No

Income tax details

Source of income

Tax file number

Last tax return year:

Accountant

Employers details

Final return required?

Yes

No

If yes, to be done by

Health fund details

Medicare number

MISCELLANEOUS

Was the deceased a declared bankrupt?

Yes

No

Is there any possibility of the estate being insolvent?

Yes

No

Claim for family provision order likely? Children, spouse, other dependants.

Yes

No

If yes, details:

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