We understand that dealing with bereavement and the management
of a Deceased Estate is a difficult time. We are here to help you.
Loss of a loved one
If you've recently suffered a loss, we understand that it can be a very difficult time. There are lots of things to sort out, such as the financial affairs of the person who has died - this is what we refer to as Deceased Estates Management.
At Westpac we have a dedicated Deceased Estates Management Team available to help you through the process of settling the financial affairs of a Westpac customer who's passed away. Our aim is to help remove the complications and make this experience as supportive and helpful as possible.
We've pulled together some information below that can help get you prepared for any conversations you may need to have.
Before you notify us.
We know this is a difficult time, and it can be a difficult conversation. Being prepared will help. Here’s what you need to know and what to have with you.
Choose how to notify us.
This is up to you. You might prefer to talk to us in a branch or over the phone. We are here to support you through this time.
Step by step guide.
When you’re dealing with a bereavement, we know it can feel overwhelming. Here’s an overview of the process to help make things a little easier.
Knowing who to notify and getting answers to your questions can be confusing. These contacts may be able to help.
Documents and forms.
We’ve compiled a list of the forms you may need to fill out in order to administer the Estate of a Westpac customer.
Glossary of terms and FAQs.
Need help with terminology or answering those quick questions? We have a glossary of terms and FAQs which can help you make sense of the jargon.