EST·EST-2024-0042Active

Estate of Margaret Helen Collins

Died 2024-08-14 · Executor: James Collins · Meridian Estate Law

Opened 2024-09-01 · Target completion 2025-03-31

Schedule a Demo

See how TrustFlow manages estates like this. Book a 15-minute call with our team.

$1.95M
Total Assets
$1728k verified
4
Beneficiaries
1 not yet notified
1
Overdue Tasks
Action required
1/10
Tasks Complete
10% done

Matter Details

DeceasedMargaret Helen Collins
Date of Death2024-08-14
ExecutorJames Collins
SolicitorSarah Pemberton
FirmMeridian Estate Law
Opened2024-09-01
Est. Completion2025-03-31

Notes

Deceased held property in VIC and QLD. Superannuation nomination under review. Family trust involvement requires separate trustee advice.

Regulatory Flags

⚠QLD property requires resealing of probate
⚠Superannuation binding nomination under review
⚠Investment review overdue — Trustee Act s.42
✓All Victorian duties documented
⚠Charity beneficiary not yet notified