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What do I need

The best place for you to start is to visit your local branch. They will be able to provide you with the information you need to get the process started.

The documents listed below will assist the branch to help settle the Estate.

Documents we may require

  • Death Certificate - original or certified copy1
  • Will - original or certified copy
  • Deceased customer advice form
  • Estate Declaration form - if Grant of Probate or Letters of Admin is not being obtained
  • Grant of Probate - may be required depending on the assets of the Estate. We'll let the Executor know if this is needed once the Estate has been reviewed
  • Letters of Administration - may be required if there is no valid Will. We will let the Next of Kin know if this is needed once the Estate has been reviewed.


Information that may be helpful

  • Bank account numbers of the deceased
  • Contact details of the person representing or acting on behalf of the Estate
  • Address details of any property we may hold as security
1 An originally certified copy is an original document that has been certified by a person, based on state requirements, such as a Justice of the Peace or Solicitor. Please check the full list of acceptable persons authorised to certify documents in your state.

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Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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