Customer Advocate
Deceased estates
- Guide – Let’s talk about executors
- A guide to estate management
- A guide to tax obligations on deceased estates
- A guide to estate tax
- A communication guide for deceased estates
- Deceased estate services guide for beneficiaries
- Deceased estates document checklist
- Form – Deceased estate customer profile
- Easy read - deceased estate document checklist
- Easy read - deceased estate guide for beneficiaries
Powers of attorney
- Fact sheet – 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
Trusts
- Form – Minor trust – Budget advice form
- 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
- Easy read - Guide to our services for minor trusts
- Easy read - Guide to our services for testamentary trusts
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
Wills
- Let's talk about Wills
- Protect what you love – Facts and myths about Wills
- Easy read – What you need to know about wills
- Easy read – What you need to know about executors
Financial administration
- Financial Independence Pathway (FIP) – Easy Read
- Financial Independence Pathway (FIP) – Easy Read
- Things your financial manager should do – Easy Read
- Easy Read – How we help manage your money
- Asking QCAT for a review of the Public Trustee’s appointment
- Easy read – What if you want someone else to manage your money?
- Financial Administration services guide for customer supports
- Your guide to financial administration