After attending to the burial arrangements, the steps involved typically involve:

1.     Contact the relevant people and organisations such as Accountant; Lawyer; Banks; Superannuation Funds; Insurance providers.

2.     Locate and verify the Will.

3.     Secure the assets.

4.     Identify any liabilities.

5.     Apply for Probate.

6.     Manage the Assets.

7.     Pay the debts of the estate.

8.     Prepare financial accounts.

9.     Arrange for the distribution of assets (May not apply if a testamentary trust is in place).

If you would like to discuss further please contact us:
McNamara and Co - Chartered Accountants, located minutes from the Melbourne CBD
www.mcnamaraandcompany.com.au/contact-us
Phone +61 3 9428 1062
Email admin@mcnamaraandco.com

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