We are here to assist, inform, and support.
Manage an Estate Account
If you’ve received a letter or phone call from Phillips & Cohen Associates, you’re in the right place. Our role is to provide clear information and help make the estate process easier to navigate—at your own pace and with care.
Estate-Serve℠ Australia | New Zealand
Finalising an Estate
Accounts are referred to Phillips & Cohen Associates by creditors after they are notified that a customer has passed away. Our responsibility is to help manage these accounts respectfully and in accordance with applicable guidelines.
Estate-Serve℠ is our online portal offered as a convenience for the Executor, Administrator or Authorised Individual. Visitors can provide information online, eliminating the need to make a phone call unless additional assistance is needed. Login information is available on our initial letter or by contacting us.
Who is Phillips & Cohen?
Phillips & Cohen Associates was formed in 1997 as a financial recovery services company specialising in deceased account care. We work with creditors and estate representatives to manage accounts with sensitivity, accuracy, and respect.
Our approach is grounded in compassion, compliance, and clear communication for those handling a loved one’s final affairs.
Why We’ve Contacted You
An account was referred to us by a creditor client following notice of a customer’s passing. We specialise in deceased account care and are here to support the Authorised Individual managing the estate.
If you believe you are the Executor or Authorised Individual, we encourage you to contact us so we can assist appropriately.
“I spoke to a lovely Lady this morning about a financial situation of my late Mother. She was very knowledgeable, and had care and compassion. She gave me advice on a couple of things that I didn’t think about. Thank you.”
Helen Hoff
Committed to a Sensitive Approach
We understand this is a difficult time, and we offer our sincere condolences for your loss. Managing estate matters while grieving can feel overwhelming, and our team is trained to communicate with patience, clarity, and care. Our goal is to reduce confusion, respect your role, and support you through each step—without pressure.
We guide estate representatives through verification, documentation, and communication related to an account, so that you can move forward with confidence.
An estate account refers to financial matters that are addressed after someone passes away. We help explain this process in plain language and clarify your options.
Everyone’s situation is different. Whether you are actively administering an estate or simply seeking information, we are here to support you with respect and understanding.
