After the loss of a loved one, we understand the time ahead will be difficult for you and your family. We will endeavour to do everything possible to make this process easier for you.
The death of a loved one is an emotional time and shouldn’t be made more difficult when it comes to organising their finances. This guide is designed to make these difficult times easier, and to prepare you and your family for the process of administering accounts held with MyState Bank. While working closely with us, this information will help you feel prepared when it comes to administering an estate. While we’re with you every step of the way, this information is not to be used as a substitute for legal or financial advice, and is intended as general information only.
Letting us know
There are a number of steps that will need to be taken before we can release the deceased’s assets. You can advise us that a customer has passed away by visiting your nearest branch, by calling us on 138 001, or by writing to GPO Box 1274, Hobart, Tasmania 7001.
It is important that you let us know as soon as possible to ensure we can help you or the appointed Executor manage the Estate with as little additional burden as possible. Our staff will need to ask you for certain information. We understand that you may not have all the details to the questions we ask, however if you are able to provide some information, this will assist us to guide you through what will be required.
For Financial Planning clients, including holders of MyState Wealth Management Superannuation, Pension and Investment Accounts, please contact our Financial Planning Department directly on 1300 651 600.
Need more information?
Estate Administration can be a complex and sometimes confusing issue but we're here to help.
More general information is available from sources such as Centrelink, Public Trustees offices in each state, solicitors and financial advisers. Each financial institution may have their own requirements so you will need to contact them directly if the deceased held accounts with other providers.
Review our FAQs on Deceased Estates and if you require further information or have questions, please visit any branch, phone 138 001 or email Estate@mystate.com.au