Being named an executor can feel like an honour… until the reality of the job sets in. You’re suddenly expected to manage paperwork, make legal arrangements, contact providers, and make sure nothing gets missed—often while grieving.
It’s overwhelming. But you don’t have to figure it out alone.
Here’s a simple guide to help you take those first steps, and how Fairlight can support you at every point along the way.
1. Locate the Will
The will outlines what should happen with the estate and who’s responsible for carrying it out. It may be with a lawyer, in a home file, or registered with Public Trust.
2. Register the Death
This is usually done by the funeral director, but it’s important you receive certified copies of the death certificate. You'll need these for banks, insurance, IRD, and more.
3. Secure Property & Personal Items
Lock the house, gather valuables, redirect mail, and arrange for care of pets or dependents if needed. Inventory what’s there.
4. Notify Organisations
Start with banks, IRD, WINZ/ACC, insurers, utility companies, and service providers. You’ll usually need to provide a death certificate and basic estate info.
5. Organise Estate Info
Make a clear list of assets, debts, income sources, and subscriptions. This is crucial for the estate’s lawyer or accountant.
6. Redirect Mail
Apply for mail redirection with NZ Post so nothing important gets missed—and to prevent identity fraud.
7. Get Help Early
The executor role can be demanding and time-consuming. If you're unsure, reach out early so we can guide you through it step-by-step—or take on the admin for you.
You don’t have to be perfect. You just have to begin.
Being an executor doesn’t mean you need to have all the answers. You’re not expected to do everything yourself. What matters is that it gets done with care—and we’re here to help make sure it does.
👉 Want help preparing estate paperwork or notifying providers? → Contact Us
