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Homesafe Wealth Release®

Existing Customers

Letting us know of a Customer's passing

We are very sorry for your loss. This form lets our team know, so we assist with what comes next. Please share only what you know, and you can call us at any time.

Fields marked * are required. Please do not attach or upload documents here; our team will let you know if anything is needed.

01

About you

Which statement applies to you?

We will send an acknowledgement here.

So our team can call you if needed.

02

About the Homesafe Customer

The person who has passed away.

If you have it, it appears at the top of Homesafe letters and emails. It is fine to leave this blank.

Was this Customer the last surviving party on the Homesafe contract?

For example, if the home was jointly owned and the other owner has also passed away or is no longer on the contract.

03

The property

The home where the Homesafe contract is in place.

04

The estate

Has the estate engaged a solicitor to assist with probate?

For example, the best time to call, or who else we should speak with.

Please note that we do appreciate the time taken to share the above information with us today.
Due to privacy regulations, Homesafe is not permitted to disclose specific information about a Homesafe Contract to a third party, so it may be necessary for Homesafe to ommunicate directly with the the legal representative for an estate.

Your details are handled in line with our Privacy Policy.

Important information: Under a Homesafe Wealth Release® contract, you sell a capped share of the future sale proceeds of your home to Homesafe Solutions Pty Ltd in exchange for a lump sum today. The maximum share of the sale proceeds of your home that Homesafe receives is capped and clearly stated in your Homesafe Contract; the equity remaining in your estate will be less than it would have been had you not entered the Contract. The Early Sale Rebate feature offered by Homesafe may result in Homesafe receiving less than the capped share and you would receive this with your share on sale. The funds made available to you may affect your entitlement to government benefits. This is not a loan and does not involve compound interest.

Recommendation: Independent legal advice and representation is mandatory and financial advice is highly recommended before entering into any contract.

Homesafe Solutions Pty Ltd. This website is for general information purposes only and does not constitute financial, legal, or taxation advice. Individual eligibility, lump sum amounts, and share percentages will vary. View our Privacy Policy and Financial Abuse Prevention Policy.

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