Looking to transfer land, bank accounts, or shares held In joint names to the surviving owner?

Land & Assets in Joint Names

Our estates team acknowledges it's a tricky time in your life and we're here to streamline the steps involved with empathy and minimal fuss.
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How long does it take?

Typically two to six weeks

Who's Involved?

  • You and your lawyer
  • Your bank (if we're dealing with land and there's a mortgage registered on the title)

What's the process?

Jointly-held land

Most couples own their home as "joint proprietors". This means on the death of one partner, we can help you lodge an "application by surviving proprietor" to have your home transferred into your sole name.

We'll catch up to see the death certificate and your ID and arrange for you to sign a form to authorise us to proceed.

If you have a mortgage registered on title, we'll also arrange for you to sign the paperwork so that we are able to deal with your bank on your behalf.

Then once the paperwork is in order, we'll lodge the application by surviving proprietor and make sure future rates and water bills are issued in your sole name.

Jointly-held bank accounts or shares

The process is similar for bank accounts or share holdings in joint names. You can often deal with your bank or share broker directly, but we can help if you require.

We'll obtain and complete the paperwork for you to check and sign and we'll check the death certificate and your ID. Then we'll submit the paperwork on your behalf to make sure your assets are correctly held.

What to have in order

  • The original death certificate.
  • Your original passport, driver's licence and medicare card (if you have them).
  • For land: know where your title is (or if you're not sure, a copy of your rates notice is handy!)
  • For bank accounts or shares: a copy of your last statement with your account number (or your SRN number for shares).
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Our Land & Assets in Joint Names Team

Rebecca Alexander
Shaun Moloney
Meagan Compton
Grace Spokes
Ashleigh Goodwin
Nicholas Lenehan-Anderson
Sally Kirkman
Julie Rippon
Maria Borgia
Janet Boyd
Ebony Ryan