Estates Back Office

Institutional Notifications & Correspondence

The steady stream of notifications, forms and follow-ups that estate administration generates — managed end to end so it never clogs your team's day.

Every estate touches dozens of organisations, each with its own deceased-estate process, forms and turnaround times. Notifying them, completing the right paperwork, and chasing responses is essential but repetitive work. We manage that correspondence from first notification to resolution, keeping a clear log of who has been contacted, what was sent, and what remains outstanding.

Who we notify and manage

  • Banks, superannuation funds, insurers and share registries
  • Australian Taxation Office and Centrelink / Services Australia
  • Land titles offices and local councils / rates
  • Utilities, telecommunications and subscription services
  • Aged care providers and other creditors

You get

  • A single, tracked correspondence log per matter
  • Institution-specific forms completed correctly
  • Persistent follow-up until resolved
  • Escalation to your practitioner when a decision is needed
Enquire about this service

Take the correspondence off your desk

We'll notify, complete and follow up on every institution.

Enquire now