Estate Administration Law Forms and Precedents

New South Wales

• Affidavit of Applicant
• Affidavit of Executor
• Affidavit that Deceased was not in a Defacto Relationship
• Checklist - Administration
• Checklist - Probate
• Consent to Administration
• Grant (Probate/Letters of Administration)
• Inventory of Property
• Notice of Intended Application for Probate
• Notice of Intended DistributionProbatePublish Probate Notice FormSummons for ProbateSummons for Probate, Administration

Victoria

• Forms
• Advertisement Example
• Affidavit of Administrator
• Affidavit of Executor
• Affidavit of Publication of Notice and Searches
• Inventory of Asset and Liabilities
• Lodging Fee Form
• Order of the Registrar
• Originating Motion
• Parchment

Queensland

• Affidavit of Publication and Service
• Affidavit Supporting Application for Letters of Admin. on Intestacy
• Affidavit Supporting Probate Application
• Application for Letters of Administration (Intestacy)
• Application for Probate
• Certificate of Exhibit
• Grant
• Notice of Intention to Apply for Grant

‍Precedents

• Check List for Executor/Administrator
• File cover sheet
• Initial Letter to Client
• Instruction Sheet
• Letter to Client enclosing Costs Disclosure
• Standard Costs Disclosure Form for Clients - Fees Under $3000 - Schedule 1 Form 1
• Death Certificate Application
• Letter to Births, Deaths & Marriages Registry enclosing Death Certificate Application
• Letter to Public Trustee serving Notice of Intention to Apply
• Letter to Queensland Law Reporter enclosing Intention to Apply
• QLR Credit Card Authorisation Form
• Letter to Asset Holder requesting account and release details
• Tax Invoice - Basic Table
• 1. Checklist - Initial interview with executor
• 1a. Schedule of Assets and Liabilities
• 2.  Checklist - Initial advice to clients
• 3. Checklist - Obtaining a grant of representation
• 3a. Checklist for scrutiny of a will
• 3b. Scrutiny of a death certificate
• 3c. Causes of death to query testamentary capacity
• 4. Checklist - Dealing with taxation
• 4a. Precedent letter to Beneficiary re CGT implications
• 4b. Precedent letter to Joint Tenants with Deceased re CGT
• 4c. Letter to Accountant - Taxation
• 5. Checklist - Distribution of Estate
• 5a. Precedent letter to Beneficiary
• 5b. Precedent letter to Beneficiary on Intestacy
• 5c. Precedent statutory declaration
• 5d. Precedent distribution authority
• 1. Checklist - Initial interview with executor
• 1a. Schedule of Assets and Liabilities
• 2.  Checklist - Initial advice to clients
• 3. Checklist - Obtaining a grant of representation
• 3a. Checklist for scrutiny of a will
• 3b. Scrutiny of a death certificate
• 3c. Causes of death to query testamentary capacity
• 4. Checklist - Dealing with taxation
• 4a. Precedent letter to Beneficiary re CGT implications
• 4b. Precedent letter to Joint Tenants with Deceased re CGT
• 4c. Letter to Accountant - Taxation
• 5. Checklist - Distribution of Estate
• 5a. Precedent letter to Beneficiary
• 5b. Precedent letter to Beneficiary on Intestacy
• 5c. Precedent statutory declaration
• 5d. Precedent distribution authority