Checklist

1. Centrelink and Veteran's Affairs if applicable
2. Banks and other financial institutions
3. Employers
4. Home care nursing services, meals on wheels
5. Insurers and superannuation funds
6. Hire purchase companies
7. Australian Taxation Office
8. Telephone companies
9. Medicare (or private health funds)
10. Electoral Office
11. Local Authorities (councils, state authorities)
12. Motor Vehicle Registry
13. Clubs and organisations
14. public services such as libraries
15. Solicitor
16. Public Trustee
17. Landlord
18. Executor of will
19. Doctor
20. Dentist
21. Post Office

Before you start, it may help to look for any records or documents showing contact with any of the organisations on the checklist. You can use these documents to quote important reference numbers such as customer reference number, Medicare number or health fund membership number in your letters.
Some important documents to look for include:

• Will
• birth and marriage certificates
• property deeds and mortgage papers
• home loan details (latest statement of loan account containing details about finance for the deceased's property)
• lease (setting out legal entitlements on a rented property)
• taxation records
• insurance policy(e.g. home, contents, car)
• life insurance and superannuation policies
• saving account details (showing where savings are located)
• any documents about pre-paid funeral arrangements or burial plots