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  • Make the necessary arrangements for a funeral.
  • Liaise with family members, friends and business and legal advisers to ascertain the details of an estate, including specific information about assets and liabilities.
  • Gather all necessary documents, keys and valuables.
  • Protect the estate, including physically securing assets and ensuring all property is insured.
  • Verify assets, including valuation, and calculate the net value of the estate as well as establish capital gains tax (CGT) records.
  • Advertise notice of intention to apply for a grant of representation (e.g. probate or letters of administration) of the deceased’s last Will, where applicable.
  • Obtain a grant of representation from the relevant Supreme Court.