Grant of probate, reseal of probate or letters of administration

Please submit your instructions for a grant of probate.

You may also download the instruction form – Grant of probate, reseal of probate or letters of administration in Word document format.

In order for us to be able to progress your instructions, we need the documents and information listed below under ‘Documents’ and ‘Additional Information’ and we will not be able to finalise the application for probate until we have received this material.

Contact details
Contact name*
First Last
Firm name
Email*
Postal address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Phone*
Details of deceased
Full name of deceased
First Middle Last
Last address of deceased
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Gender
Any known alias or other name in which assets are held
Date of death
DD slash MM slash YYYY
Age on death (e.g. 86 years)
Last known occupation
If the application for probate is later than 6 months after death, what is the reason for the delay?
*NSW probate only
Family Tree (please provide an overview of immediate family members of the Deceased)
Marital status of deceased (repeat any as necessary)
- Single
- Married
- Divorced
- Widowed
- In a significant relationship
*
Married to on
*
Divorced from on
In a significant relationship with
Application details
(If applicable) In which State has probate already been obtained in?
- Queensland
- New South Wales
- Victoria
- Western Australia
- South Australia
- Northern Territory
- Australian Capital Territory
- Tasmania
(If applicable) Date of original grant of probate:
DD slash MM slash YYYY
In which State should probate be obtained in?
Note: In considering which state probate should be obtained in, have any third parties confirmed which state the grant needs to be obtained in?
Is any asset owned by the deceased in any other state?
If Yes, which state/s
- Queensland
- New South Wales
- Victoria
- Western Australia
- South Australia
- Northern Territory
- Australian Capital Territory
- Tasmania
Also if Yes, do you want additional advice as to the most appropriate state to seek probate in?
Is there a will?
Date of last will
DD slash MM slash YYYY
If No: Why does the applicant think they have priority to apply for a grant (i.e. what was their relationship to the deceased?)
Full name of Witness 1 to the Will
First Middle Last
Current address of Witness 1 to the Will
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Full name of Witness 2 to the Will
First Middle Last
Current address of Witness 2 to the Will
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Is there a codicil?
How many codicils
Date of any codicil 1
DD slash MM slash YYYY
Full name of Witness 1 to codicil 1
First Middle Last
Current address of Witness 1 to codicil 1
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Full name of Witness 2 to codicil 1
First Middle Last
Current address of Witness 2 to codicil 1
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Date of any codicil 2
DD slash MM slash YYYY
Full name of Witness 1 to codicil 2
First Middle Last
Current address of Witness 1 to codicil 2
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Full name of Witness 2 to codicil 2
First Middle Last
Current address of Witness 2 to codicil 2
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Date of any codicil 3
DD slash MM slash YYYY
Full name of Witness 1 to codicil 3
First Middle Last
Current address of Witness 1 to codicil 3
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Full name of Witness 2 to codicil 3
First Middle Last
Current address of Witness 2 to codicil 3
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Date of any codicil 4
DD slash MM slash YYYY
Full name of Witness 1 to codicil 4
First Middle Last
Current address of Witness 1 to codicil 4
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Full name of Witness 2 to codicil 4
First Middle Last
Current address of Witness 2 to codicil 4
(*Vic/WA probate only)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
At the time of making the Will (and any codicils), was there any confirmation of testamentary capacity obtained (i.e. doctor’s certificate)?
If yes, please provide us with a copy.
Was the deceased married or in a civil union at the time the Will (or any codicils) was executed?
Did the deceased get married, enter a civil union or divorce after the date of the will (and any codicils)?
If Yes, provide details including date
Is there anyone who could potentially be dissatisfied with the distribution of the estate and might seek to challenge it?
If Yes, please provide details
Where there is a will - Executor details
Include details of all executors named in the Will, including if deceased or renouncing
Will all executors who are named in the Will apply for the grant of probate?
How many executors?
Full name of executor 1
First Middle Last
Any alias or other names executor is known by
Address of executor 1
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email address of executor 1
Relationship to deceased (executor 1)
Occupation of executor 1
Mobile number of executor 1
Is Executor 1
Reason for renunciation
Full name of executor 2
First Middle Last
Any alias or other names executor is known by
Address of executor 2
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email address of executor 2
Relationship to deceased (executor 2)
Occupation of executor 2
Mobile number of executor 2
Is Executor 2
Reason for renunciation
Full name of executor 3
First Middle Last
Any alias or other names executor is known by
Address of executor 3
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email of executor 3
Relationship to deceased (executor 3)
Occupation of executor 3
Mobile number of executor 3
Is Executor 3
Reason for renunciation
Full name of executor 4
First Middle Last
Any alias or other names executor is known by
Address of executor 4
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email of executor 4
Relationship to deceased (executor 4)
Occupation of executor 4
Mobile number of executor 4
Is Executor 4
Reason for renunciation
Can the executors applying for probate each confirm that that the signature on the Will (and any codicils) is that of the deceased?
* NSW probate only
The executor should be able to identify the signature of the deceased on the Will and explain how they are able to identify the signature (e.g. they have seen the deceased sign on several occasions and can confirm the signature is that of the deceased).
No will - Administrator details
Include details of all administrators who wish to apply for the grant
Full name of Administrator 1
First Middle Last
Any alias or other names executor is known by
Address of Administrator 1
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email of Administrator 1
Relationship to deceased (Administrator 1)
Occupation of Administrator 1
Mobile number of Administrator 1
Full name of Administrator 2
First Middle Last
Any alias or other names executor is known by
Address of Administrator 2
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email of Administrator 2
Relationship to deceased (Administrator 2)
Occupation of Administrator 2
Mobile number of Administrator 2
Estate value
Gross value of the estate
Net value of the estate
Beneficiary details
* NSW probate applications only

Name of beneficiary	Age of beneficiary (if under 18)	Entitlement under Will

High level overview of property of the deceased
* QLD and NT applications only

For QLD and NT applications, please provide a high level overview of the assets of the deceased.

Description of assets	Ownership	Location of asset (i.e. QLD, NSW etc)	Estimated or known value

Inventory of Property within the state of probate application
* NSW/VIC/WA/TAS probate applications only

For NSW probate, only NSW property is required to be provided in the probate application. The probate filing fees to be paid are based on the value of the NSW assets.
For VIC, WA and TAS probate, assets within and outside the state must be provided in the probate application. In this table, only list assets located within the state of the probate application.
Please describe each asset sufficiently to identify it.
The following details should be included:

- Bank account: Name of bank, branch, account number, type of account (e.g. term deposit) and balance of account
- Shares: Full name of company, number of shares held, value of shares at date of death and register the shares are held on
- Motor Vehicle: Make, model, year and value
- Personal Belongings: Jewellery, watches, trinkets and items of personal adornment, include value and who valued by
- Accommodation Bond: Name and address of Aged Care Facility (provider) (or equivalent) and bond refund value

Detailed Description of assets	Ownership	Estimated or known value

Inventory of Property outside the state of probate application
* VIC/WA/TAS probate applications only.

In this table, only list assets outside the state of the probate application.
Please describe each asset sufficiently to identify it.
The following details should be included:

- Bank account: Name of bank, branch, account number, type of account (e.g. term deposit) and balance of account
- Shares: Full name of company, number of shares held, value of shares at date of death and register the shares are held on

Detailed Description of assets	Ownership	Estimated or known value

Liability details
* NSW/VIC/WA/TAS/NT probate applications only

Date	Name of creditor, etc.	Description of liability	Estimated or known amount (Secured)	Estimated or known amount (Unsecured)

Division 7A debts
Are any Division 7A debts owing by the deceased to a company?
Provide full details
Fact Find for any additional information or comments
If you have chosen Concierge or Comprehensive packages, set out here any further information and any queries to be addressed by a specialist lawyer in a conference call or web-enabled meeting
Notes
Please confirm you have reviewed and responded on all point below*
- Yes
- No
1. Please post the following original documents to View Legal Pty Ltd, GPO Box 681, Brisbane, Queensland, 4001 and scan copies to [email protected]: a. (if any) probate grant received in other jurisdiction (if View does not already hold this) b. the last will (please ensure no clips or markings are made on the document) c. any codicils (please ensure no clips or markings are made on the document) d. death certificate 2. Please provide copies of the following: a. any confirmation of testamentary capacity obtained (i.e. doctor’s certificate) at the time of making the Will (or any codicils) b. most recently available ASIC search and constitution for any companies in which the deceased owned shares at the date of death c. rates notice and title search for any properties owned by the deceased at the date of death d. trust deed and unit certificates for any unit trusts in which the deceased own units at the date of death e. copy of any trust deed where the deceased was named in any role (eg beneficiary, trustee, principal) f. copy of any superannuation nominations or reversionary pension document g. statement of assets and liabilities as at date of death 3. All executor applicants must be over 18 years of age, willing to act and not under any legal disability including insolvency 4. Please confirm if the deceased could not read and understand and speak English when the will (and any codicils) were made 5. Please provide other information you believe relevant 6. The View Legal Costs Agreement applies to any engagement of View Legal 7. The order receipt received from our website also serves as a Tax Invoice, GST included. Please retain a copy for your tax records.
1. 1. Please post the following original documents to View Legal Pty Ltd, GPO Box 681, Brisbane, Queensland, 4001 and scan copies to [email protected]:
  1. a. (if any) probate grant received in other jurisdiction (if View does not already hold this)
  2. b. the last will (please ensure no clips or markings are made on the document)
  3. c. any codicils (please ensure no clips or markings are made on the document)
  4. d. death certificate
2. 2. Please provide copies of the following:
  1. a. any confirmation of testamentary capacity obtained (i.e. doctor’s certificate) at the time of making the Will (or any codicils)
  2. b. most recently available ASIC search and constitution for any companies in which the deceased owned shares at the date of death
  3. c. rates notice and title search for any properties owned by the deceased at the date of death
  4. d. trust deed and unit certificates for any unit trusts in which the deceased own units at the date of death
  5. e. copy of any trust deed where the deceased was named in any role (eg beneficiary, trustee, principal)
  6. f. copy of any superannuation nominations or reversionary pension document
  7. g. statement of assets and liabilities as at date of death
3. 3. All executor applicants must be over 18 years of age, willing to act and not under any legal disability including insolvency
4. 4. Please confirm if the deceased could not read and understand and speak English when the will (and any codicils) were made
5. 5. Please provide other information you believe relevant
6. 6. The View Legal Costs Agreement applies to any engagement of View Legal
7. 7. The order receipt received from our website also serves as a Tax Invoice, GST included. Please retain a copy for your tax records.
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Grant of probate, reseal of probate or letters of administration

Contact details

Details of deceased

Application details

Where there is a will - Executor details

No will - Administrator details

Estate value

Beneficiary details

High level overview of property of the deceased

Inventory of Property within the state of probate application

Inventory of Property outside the state of probate application

Liability details

Division 7A debts

Fact Find for any additional information or comments

Notes

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