Most of an executor’s responsibilities aren’t urgent, but one of the first priorities is to secure the deceased’s assets.

You should take reasonable steps to protect anything of value. Make sure the home, car, contents, and other valuables are safe. Check that these items are insured and, if they’re not, arrange cover and notify insurers of the death.

Collect all keys, security devices, and passwords. If you can’t get them, let anyone with access know they must check with you before using or handling estate property.

Notify banks and financial institutions of the death as soon as possible to prevent unauthorised transactions. While the banks may not let you access the accounts until you get a Grant of Probate or Letters of Administration, they’ll put a block on accounts to prevent unauthorised withdrawals.

If someone held a Power of Attorney or Enduring Power of Attorney for the deceased, advise them of the death and collect any relevant documents they hold. These powers end immediately upon death.

Arrange for mail to be redirected through Australia Post, or keep a close eye on the mailbox.

If the estate includes a business, seek legal advice without delay.

If the estate includes a business, you should seek legal advice as soon as possible.

If you’re unsure about your responsibilities or need help applying for probate or letters of administration (where there is no Will), we can guide you through the process. Contact us for advice and support to make sure everything is handled correctly.