Deceased Estates Archives - Kogan Money

FAQ Category: Deceased Estates

What documents may be needed to finalise the Estate?

For all estates, we’ll need the original documents or certified copies of the following: Proof of death: such as death certificate, funeral invoice, Grant of Representation or Government Agency Correspondence. Either a will (if applicable) or if there’s no will, next of kin proof of relationship. Proof of identity for all legal personal representatives: government-issued…

How long does the process take?

We will act on the following instructions from a legal personal representative(s) regarding a deceased customer’s accounts within 14 business days: Instruction to provide all information about the account(s) Instruction to receive payment towards a debt owed to us We will act on the above instructions subject to: Verification of death Receiving all required documents…

Who can notify us that a customer has passed away, and how?

You do not need to be acting in an official capacity, on behalf of the Estate, to provide us with initial notification of the deceased customer’s passing. If you need to contact us about the loss of a loved one you can do this over the phone or email. By phone: 1300 917 933 By…