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All Ends Tied Letter Pack

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A$19.00
A$19.00
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Eighteen plain-English letter templates in Word (.docx), which also open in Google Docs. Yellow brackets mark what you must fill in, such as the name of the person who has passed away and your capacity as executor.

The 18 letters:

- Bank or credit union: notify of death; request a balance and interest statement

- Superannuation fund: notify of death

- Life, TPD or income protection insurer; general insurer (home, contents, car)

- Utility, phone, internet or subscription: notify and close or transfer

- Landlord, agent or housing provider

- Mortgage lender or other creditor: notify and request a statement

- Employer: notify and request final entitlements

- Share registry or investment platform

- Local council

- Cover letter to use alongside a government agency's own form

- Credit reporting body

- Membership or club cancellation

- Request for an itemised account from an unknown creditor

- Enquiry to a solicitor, accountant or storage provider about a will

- Two letters to beneficiaries: first update, and request for contact details

Format: an about 20-page combined document plus each letter as its own file.

Organisations have their own processes and may ask for their own form and documents. The letters are a clear starting point and a record of what you asked; check each organisation's own requirements.

30-day money-back refund. Your rights under the Australian Consumer Law are not affected. Refund policy: https://allendstied.com/legal/refunds/

Record-keeping tools and general information, not legal, tax or financial advice. We are not a law firm.

Price is in Australian dollars. We are not registered for GST, so no GST is charged. Free updates to this product for 12 months from purchase, through the same download link. Sold to customers in Australia only.

Licence: you may use these files for one estate, make copies of your own completed file, and share them with the estate's executors, beneficiaries, solicitor and accountant. You may not resell, redistribute or publish the blank templates. Professionals who want to use the products with clients should ask us first at hello@allendstied.com.

You will get a ZIP (662KB) file