Estates: First Appointment form

Your Name (required)

Your Email (required)

Bank account details (including joint accounts)

Property details (including residential home and investment properties), rates installments, insurance, etc.

Bonus Bonds Certificates details (if available)

Share portfolio summary, stock and debenture certificates, details about unit trusts, mortgage investments, etc.

Motor vehicle details and insurance

Insurances:
Life insuranceMedical InsuranceTrauma insuranceIncome protection insuranceHouse and contents insurance

Tax information (including details of previous returns filed, IRD number and current resident withholding tax (RWT) certificates)

Employer’s name

Employer’s contact details

Details of any business interests the deceased may have (this may include directorship, trusteeships, investment in companies, etc.)

Details of any pensions or superannuation including Work and Income and UK pensions (if applicable), KiwiSaver, managed funds, etc.