TABLE OF CONTENTS

The deceased's details:

  • person’s date of death 
  • business activity 
  • postal address 
  • email address 
  • Authorised contact person for the deceased estate 
    • executor details
      • full name
      • email
      • phone
      • address


Trustee of the estate's details 

- either individual or organisation 

  • individual trustee:  

    • Full legal name

    • DOB

    • TFN

  • OR Organsaiton (non-individual) trustee

    • legal name

    • ACN 

    • ABN (if there is any)

    • Tax File Number 

    • date org trustee commenecd/registered as per ABR/ASIC/ATO