What documents do I need to apply for a Grant of Probate?

Before applying for a Grant of Probate, it’s important to gather a number of documents together.  This helps to provide a full picture of the assets and liabilities that will need to be dealt with under the Will.

As a starting point, you will need to locate the following documents:

  • Last Will (original), if the deceased actually made a valid will
  • Death Certificate (original)
  • Records of all assets of the deceased and their value at the time of death, including:
    • Bank Statements;
    • Share Dividend Statements;
    • Superannuation Fund Statements;
    • Property title references;
    • Registration Papers of Motor Vehicles;
    • Details about the value of household effects (for example, purchase receipts or insurance documents); and
    • Copies of any relevant agreements where the deceased is owed money (loan agreements, mortgages)
  • Records of all debts and other liabilities of the deceased, including:
    • Credit card Statements;
    • Mortgage Statements;
    • Copies of any relevant agreements where the deceased owed money to someone else; and
    • Outstanding bills (outstanding as at date of death).

We can help you identify the specific documents that you will need for a Probate Application, and also how you can get those documents if they can’t be located after you’ve done a thorough search of the deceased’s personal records.

Call us on 1300 654 590 and we will be happy to help you get on the right track.

When you have gathered the documents…

Once you have gathered the documents together, it’s important to keep them in order and stored securely, ready for the Probate Application.  The original Will and sometimes the original Death Certificate need to be submitted to the Probate Registry with the Probate Application.

TIP! It is important for Executors not to make any alterations or cause any damage to a Will. It is very important that you do not damage or alter the original documents in any way and make sure that they are stored securely. Something as simple as removing the staple or other binding for the purposes of making copies of a Will needs to be explained to the Court when applying for probate – which takes more time and costs more money.

Want to know more?

Click here to find out more about our fixed fee Probate Services.

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:

  • We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
  • Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
  • One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
  • We only do what we're good at. You can be confident that we know what we're doing and won't pass on the cost of our learning.
  • For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you're in a dispute, we'll map out the process and costs so you know what to expect.
  • We're not in this game for our egos. We're in it for a front row seat to witness your success.

We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.

If we sound like people you can work with, call us now on 1300 654 590 and speak directly with a great lawyer.

Call 1300 654 590 and speak with a lawyer today

You'll be put straight through to a great lawyer who will guide you to the right solution.

Estate planning for sole directors of private companies

Estate planning for sole directors of private companies

If you are the sole shareholder and director of a private company, have you thought about what will happen to your business if you lose capacity or die? Failure to plan for this eventuality can affect the financial viability of your assets and leave your family vulnerable – so it is something you need to turn your mind to. Fortunately, there are several solutions that are easy to implement and lots of advice about these issues is available.

read more