Deceased estates
- A guide to estate executors
- A guide to estate management
- A guide to tax obligations on deceased estates
- A guide to estate tax
- Family provisions applications fact sheet
- A communication guide for deceased estates
- Deceased estate services guide for beneficiaries
- Deceased estates document checklist
- Form – Deceased estate customer profile
Financial administration
- Financial Independence Pathway (FIP) – Easy Read
- Financial Independence Pathway (FIP) – Easy Read
- Financial Independence Pathway – Fact sheet
- Steps to financial independence pathway process guidelines
- Things your financial manager should do – Easy Read
- How we help manage your money – Easy Read
- Let's talk about decisions
- Asking QCAT for a review of the Public Trustee’s appointment
- How our Customer Advocate can help you - Easy Read
- What if you want someone else to manage your money? – Easy Read
- Financial Administration services guide for customer supports
- Your guide to financial administration
Powers of attorney
- Let’s talk about enduring powers of attorney
- Easy read – What you need to know about an enduring power of attorney
- Let’s talk about nominated persons
- Easy read – What you need to know about nominated persons
- Appointing multiple attorneys nominated persons
- Fact sheet – Let's talk about the financial abuse of older people
- Fact sheet – Using an enduring power of attorney to reduce the risk of financial abuse
- Required clauses in EPA documents – Public Trustee is the proposed Attorney
- Required clauses in EPA documents – Public Trustee is the proposed Nominated Person
Sanction form
Trusts
- Form – Minor trust – Maintenance funds request
- Form – Minor trust – Request for health or education
- Guide to our testamentary trust services for beneficiaries
- Guide to our minor trust services for parents and guardians
Unclaimed money
- Guide – Unclaimed money – How to save as a csv
- Guide – Unclaimed money – How to complete the lodgement template
- Guide – Unclaimed money – Money validation
- Unclaimed money – Template file explained
- Unclaimed money – Lodgement template
- Form – Application for unclaimed money