We understand this is a difficult time to manage the estate of someone that has passed. We are here to help.
Please notify us immediately by completing the Deceased Estate Notification Form and/or provide us a certified copy of the full death certificate and the current Will (where applicable).
Depending on the account type, we will require the following supporting documents to help us assist you with the next steps:
Individual Account
- Certified copy of the full death certificate
- Certified copy of Grant of Probate or certified copy of Letters of administration
- Certified copy of the current Will (only when Grant of Probate is not yet available)
- Certified copy of the identification for the Executor or Administrator e.g. Driver’s license or Passport and Utility bill
Joint Account
- Certified copy of the death certificate
Please note that once you have provided all the necessary documents, the name of your joint Vanguard Personal Investor account will be changed to the name of the surviving account holder.
SMSF or Trusts
- Certified copy of the full death certificate
- Download the Change of Trustee details form from your Vanguard Personal Investor account and follow the instructions on the form to update the account trustee details
Company Account
- Certified copy of the full death certificate
- Download the Update Company officer form from your Vanguard Personal Investor account and follow the instructions on the form to update the account details
Please note: When having copies of documents certified you should show both the original document and a copy to the eligible certifier. Please refer to our certification guide for more information.