Probate Form

Please tell us about the deceased's estate so we can help you obtain a grant of representation

Information about the deceased

Title of the Deceased *

Full name of the Deceased (including all middle names if applicable *

Has the Deceased been known by any other names? If so please list below

What is the Deceased's date of birth? *

What is their place of birth? (e.g. Armadale, Victoria) *

What is the date of death? *

What is the place of death? (eg. Malvern, Victoria) *

Have you received an Original Death Certificate? *

Please upload a copy of the Death Certificate

Do you have an approximate date when you expect to receive it? *

What was the Deceased's occupation? *

What was the Deceased's marital status at the time of death? *

Date of marriage *

Date of divorce *

Date of separation *

Details of any person the Deceased was in a dependent relationship with (full name, date of birth, occupation, contact details), and what the relationship was (e.g. child of the Deceased, domestic partner, or put N/A if not applicable) *

Did the Deceased have children? *

Please provide the full names and dates of birth for all children *

Executor's information

Title of Executor *

Executor's full name (including all middle names if applicable) *

Executor's date of birth? *

What is the Executor's occupation? *

What is the Executor's address? *

What is the Executor's best contact phone number? *

What is the Executor's email address? *

What is their relationship to the deceased? *

Is there more than one Executor? *

How many Executors are there? *

Title of Executor 2*

Executor 2's full name (including all middle names if applicable) *

Executor 2's date of birth? *

What is the Executor 2's occupation? *

What is the Executor 2's address? *

What is the Executor 2's best contact phone number? *

What is the Executor 2's email address? *

What is Executor 2's relationship to the deceased? *

Title of Executor 3*

Executor 3's full name (including all middle names if applicable) *

Executor 3's date of birth? *

What is the Executor 3's occupation? *

What is the Executor 3's address? *

What is the Executor 3's best contact phone number? *

What is the Executor 3's email address? *

What is Executor 3's relationship to the deceased? *

Please provide details of any additional Executors (full name, DOB, address, occupation, contact number and email address, and relationship to the deceased) *

The Will

Did the Deceased leave a valid Will? *

Who is the deceased's next of kin? Please provide their full name, address, email address, and phone number if available *

What is the date of the Will? *

Do you have a copy of the Will? *

Please upload the Will

Is there a codicil? If yes, please upload it here.

Are there any other notes or testamentary documents that the deceased left behind? If yes, upload them here

Do you know where the original Will is held? *

Who is holding the will? Please provide the firm or bank name, as well as contact details if available *

Who are the witnesses of the Will? Please provide their full name, as well as their address, email address OR phone number, and occupation *

Has the Will been stapled or sealed, or otherwise secured? *

Do you have any concern that someone may bring a claim against the estate? *

Please provide some more information about your concerns. *

Are there any other notes or testamentary documents that the deceased left behind? If yes, upload them here.

Are there any issues about the Will that you're aware of? (For example the Will has not been signed/witnessed correctly, a beneficiary has died, someone raised concerns about the Deceased's capacity etc). *

Please provide some more information about your concerns. *

Assets

Did the Deceased own real property? (e.g. a family home, a holiday home, an investment property). *

How many properties did the Deceased own? *

Please provide the address for Property 1 below *

How was Property 1 owned? *

Who did the Deceased own Property 1 with? (Please provide the other person's full name and address) *

Who has the Certificate of Title for Property 1? *

What is the approximate value of Property 1? This can be found on a recent Council Rates Notice as the 'Capital Improved Value'. Write 'Not sure' if you don't have this information *

Please provide the address for Property 2 below *

How was Property 2 owned? *

Who did the Deceased own Property 2 with? (Please provide the other person's full name and address) *

Who has the Certificate of Title for Property 2? *

What is the approximate value of Property 2? This can be found on a recent Council Rates Notice as the 'Capital Improved Value'. Write 'Not sure' if you don't have this information *

Please provide the address for Property 3 below *

How was Property 3 owned? *

Who did the Deceased own Property 3 with? (Please provide the other person's full name and address) *

Who has the Certificate of Title for Property 3? *

What is the approximate value of Property 3? This can be found on a recent Council Rates Notice as the 'Capital Improved Value'. Write 'Not sure' if you don't have this information *

Please provide a street address and details on the proprietorship and who holds the Certificate of Title for any further properties *

How many banks did the Deceased have accounts with *

List the name of Bank 1 *

What was the approximate account balance of with Bank 1 at the date of death? *

List the name of Bank 2 *

What was the approximate account balance of with Bank 2 at the date of death? *

List the name of Bank 3 *

What was the approximate account balance of with Bank 3 at the date of death? *

Please provide details of any other banks the Deceased had accounts with, along with details of the approximate account balance as at the date of death *

Was there a superannuation death benefit or life insurance payable to the estate? *

Please provide details of all superannuation funds the deceased was a beneficiary of, including contact postal or email addresses if these are available, as well as the approximate balance of the super funds *

Was there a Binding Death Benefit Nomination lodged with any superannuation fund? *

Who was nominated in the Binding Death Benefit Nomination? Please provide full name, as well as address, phone number and email address if not one of the parties listed above *

Did the Deceased hold any shares? *

Please provide details of what institution or broker the shares were handled by, including a postal or email address if available, as well as the approximate value of all shares *

Is there an aged care refundable accommodation deposit? *

Please provide details of the aged care provided, along with a contact postal or email address if available *

Are there any other significant assets that you're aware of? *

Please provide details of these assets, including their approximate value *

Liabilities

Did the Deceased have any loans or mortgages in their name? *

Please provide details of these assets, including their approximate value *

Are there any outstanding funeral expenses? *

Please provide contact details of the funeral home *

Is there any credit card debt in the Deceased's name? *

Please provide details of the banks any credit cards were held with, along with the credit card balances *

Did the Deceased have any other liabilities? (e.g. rates, utility bills, strata levies, car loan, personal loan, Centrelink debt, ATO debt). *

Please provide details of the banks any credit cards were held with, along with the credit card balances *

Do you have any other questions? Is there anything else you would like to raise that will need to be handled as part of the application or management of the estate? *

Are you an existing LordLaw client? *

How did you hear about us? *

Please provide a bit more detail, such as what you typed into Google that found us: *