DECEASED ESTATE QUESTIONNAIRE

DECEASED DETAILS

Full Name

Previous names (including Maiden/previous married name)

Date of Birth

Date of Death

Place of residence/address before death

Does the deceased have a Will?

YesNoUnsure

Where is the Will located?

If VAJ Byrne Lawyers do not hold the Will, please upload a copy of it here

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GENERAL INFORMATION

How many Executors are there *

1234

Matter Number

Which executor is the best point of contact? (can be more than one)

FIRST EXECUTOR

First Name *

Middle Name/s

Last Name *

Maiden Name (if applicable)

Date of Birth *

Home Telephone Number

Mobile Telephone *

Email Address *

Residential address (no PO Boxes please) *

Postal address (if different from above)

SECOND EXECUTOR

First Name *

Middle Name/s

Last Name *

Maiden Name (if applicable)

Date of Birth *

Home Phone Number

Email Address *

Mobile Phone Number *

Residential address (no PO Boxes please) *

Postal address (if different from above)

THIRD EXECUTOR

First Name *

Middle Name/s

Last Name *

Maiden Name (if applicable)

Date of Birth *

Home Phone Number

Mobile Phone Number *

Email Address *

Residential address (no PO Boxes please)

Postal address (if different from above)

FOURTH EXECUTOR

First Name *

Middle Name/s

Last Name *

Maiden Name (if applicable)

Date of Birth *

Home Phone Number

Mobile Phone Number *

Email Address *

Residential address after settlement (no PO Boxes please) *

Postal address following settlement (if different from above) *

BENEFICIARIES

Please list each beneficiary including their full name, date of birth, address, mobile number & email address

ASSETS AND LIABILITIES

Please upload the rates notice if you have a copy available

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Please upload the rates notice if you have a copy available

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Please upload the rates notice if you have a copy available

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Please upload the rates notice if you have a copy available

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Address of property/s

Owner name/s

Value of property/s

Mortgagees - Please list any amounts owing

Important note: Please advise the house insurer of the death so the policy can be converted into the name of the executor. Insurance premiums must be kept up to date.

Does the deceased own any motor vehicles/boats/caravans/trailers etc

Does the deceased have any open bank accounts

Please upload a copy of bank statement if available

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Is the deceased involved in any businesses/companies/trusts?

Does the deceased hold any shares

Please upload copy of share statement if available, will need full SRN/CRN number

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Does the deceased have any personal loan/s

Please upload a copy of the loan statement if available

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Does the deceased have superannuation/life insurance

Please upload a copy of the statement if available

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Does the deceased have any credit card debts

Please upload a copy of the statement if available

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Does the deceased have a nursing home accommodation deposit

Please upload a copy of the statement if available

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Who is the deceased's accountant

Final tax returns for the deceased and the estate may need to be lodged with the Australian Taxation Office.

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