Complete the form with the most current asset and liability details.
Once completed, we can commence our role as executor.
Frequently asked questions
How do we get notified of your passing?
If we are appointed as your executor, there are several ways we will find out about your passing.
We undertake searches of published death notices
We search published death notices and cross check whether we have a match (or possible match) for your latest Will.
If we establish that you are a customer, we contact the publisher of the death notice (usually a funeral director) and ask for contact details of the family so that we can get in touch.
We undertake probate searches on the NSW Supreme Court website
We search every notice and cross check for a match (or possible match) for your latest Will and then write to the death notice contact to advise that we hold your Will and make sure your latest Will is used.
We are contacted by your family or friends
If you advised your close family or friends that NSW Trustee & Guardian is the executor of your Will, they can get in touch with us directly to notify us of your passing.
Can you be appointed as co-executor with someone else?
No. At this stage we do not offer co-executor services.
We only provide full estate administration services under the following scenarios:
When customers have made their Will with us and have chosen to appoint us as the executor of their estate.
When someone has been appointed as an executor and wishes to renounce the role to NSW Trustee & Guardian. This should be done as soon as possible after the death as it gets more difficult to renounce once you have started acting in the role of executor.
Where someone dies without a valid Will (this is known as dying intestate) - sometimes family members will administer the estate of a person who dies intestate, but in some circumstances we will administer the estate.