Before you notify us

Dealing with bereavement and the management of a Deceased Estate – here’s what you need to know and what to have with you.

 

Proof of death

When someone passes away, you will need to provide us with ‘Proof of Death’. This is a formal notification to the Bank, which means we can start the process of finalising the Estate.

Proof of Death includes any one of these documents:

  • Death Certificate  (this is preferred)
  • Doctor’s Medical Certificate
  • Funeral Bill
  • Solicitor’s or Coroner’s Letter
  • Grant of Probate
  • Letters of Administration

 

You should also start gathering the following documents

  • Details of one account number the deceased held, if possible (even if there are multiple accounts)
  • A certified copy of the will, if applicable; and
  • Your proof of identification

 

Summary of requirements to finalise an Estate

Total value of accounts held at Westpac (at date of death) Requirements How
Below $500
  • Death Certificate or Proof of Death
  • ID for the Executor/Administrator
  • Bank account details for payment of Estate funds
  • Take documents to any Westpac Branch

OR

  • Email documents directly to the Estate Management Team
Below $15,000
  • Take documents to any Westpac Branch

OR

  • Email documents directly to the Estate Management Team
Above $15,000
  • Death Certificate or Proof of Death
  • Certified copy of Probate or Letters of Administration
  • Certified copy of ID for the Executor/Administrator
  • Signed letter of instruction regarding closure of the accounts
  • Take documents to any Westpac Branch

OR

  • Email documents directly to the Estate Management Team