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Instruction Form

General

Please complete the following instruction as best as you are able. If you do not have or know some of the information we have requested, simply leave that question blank. You can save and resume this form at any time. Typically, it takes around 5 -10 minutes to complete the form. If you are applying for a Grant (including a reseal) in NSW, VIC or the ACT or intend to select our QLD Estate Complete legal service, you will also need the full details of all assets and liabilities of the deceased as the Supreme Court will require a detailed description of each asset and liability in your application. This will include such things as the name, address, BSB and Account Number for each bank account, the year, make, model and registration details of any motor vehicle.

Do you have or can obtain the Original Will of the deceased?*
What is the date of the deceased's Will?*
Did the Deceased have a codicil?*
Date of Codicil*
If the deceased did not leave a Will or you have only a copy of the Will, please provide a full list of all the searches you have undertaken to locate a Will of the deceased, including the full name of each bank, solicitors, accountants etc?
Are there any documents referred to or incorporated into the Will of the Deceased?*
Do you have a copy or the original of these documents, referred to or incorporated into the Will of the deceased?*
Has the Will been damaged in any way?*
E.g. Staple holes, ripped, burnt, defaced etc
A further affidavit will need to be prepared explaining the damage, so please provide as much information as possible including the full name of the person who caused the damage.
Please select which State or Territory in which you want to obtain a Grant*
(?) The reference to a "Grant" includes a grant or probate, letters of administration or a reseal of a grant
(QLD Probate) Please select the legal service you require*
(NSW Probate) Please select the legal service you require*
(VIC Probate) Please select the legal service you require*
(ACT Probate) Please select the legal service you require*
(QLD Letters of Administration) Please select the legal service you require*
(NSW Letters of Administration) Please select the legal service you require *
(VIC Letters of Administration) Please select the legal service you require*
(ACT Letters of Administration) Please select the legal service you require*
Please select any additional legal services you require*

Witness in Will

Please provide the names and address for each Witness to the Will

What is the full name of the first witnesses in the Will?*
What is the address of the first witness in the Will?*
Is the first witness a beneficiary in the Will? *
What is the full name of the second witnesses in the Will? *
What is the address of the second witness in the Will?*
Is the second witness a beneficiary in the Will?*

Deceased

Please provide the details of the deceased. You will require a copy of the death certificate to complete this part.

What is the deceased's full name in the Will?*
What is the deceased's full name?*
Is the deceased name in the death certificate different to the name in their Will?*
What is deceased's name in the death certificate*
Did the deceased hold assets in another name?*
For example, the deceased's name in the Will is different to the name of their bank account or on title to their home.
What is the deceased's name used to hold this asset?*
Please select which sentence best describes the name of the deceased in the Will?*
What is the correct spelling of the deceased's name?*
What was the deceased's date of birth?*
Please use numerals only (E.g. 70)
Please select which sentence best describes the date of the deceased's death*
What was the deceased's date of death?*
Start Date*
End Date*
(?) E.g. Retired..
What is the exact address of the deceased as it appears in the Will?*
Is the address of the deceased in the Will the same as their residential address at death?*
Postcode*
Country
Please select which sentence best describes the date of the deceased's marital status at the date of their death?*
Did the deceased enter into a partnership, marriage or defacto relationship after the Will was made?*
Was the deceased a declared bankrupt at the time of their death?*
Are there any children of the deceased under the age of 18?*

Executors/ Administrators

How many people are applying for the Grant?*
The applicant is the person or organisation who will be applying for a Grant to the Supreme Court
Are all of the instituted executors appointed by the Will applying for the Grant?*
An instituted executor is one who is appointed by the deceased without any condition, and who has the first right of acting when there are substituted executors. An example will show the difference between an instituted and substituted executor: suppose a man makes his son his executor, but if the son will not act, the deceased appoints his brother; here the son is the instituted executor, the brother is said to be substituted executor and so on.
How many instituted executors are appointed in the Will?*
Is there any substituted executors appointed by the Will? *
This person is appointed to act in the place of the instituted executor upon the happening of a certain event; e. g. if the instituted executor should refuse the office (renounce) or deceased.
How many substituted executors appointed by the Will?*

First Instituted Executor

What is the full name of first instituted executor (please include any middle name)*
Is this first instituted executor applying for the Grant?*
Why is the first instituted executor not applying for the Grant?*
What was the first instituted executor's date of death?*
Is the first instituted executor's name in Will different?*
What is the first instituted executor's name in the Will (please include any middle name)?*
What is the first instituted executor's date of birth?*
Is the first instituted executor an undischarged bankrupt?*
What is the residential address of this first instituted executor?*
Please select which cards this person holds*
What is this persons relationship to the deceased?*
Date of Cohabitation*
(?) Best estimate of this date is fine
Did the parties separate before the deceased's death?*
Date of Separation*
(?) Best estimate of this date is fine
Is this person a beneficiary nominated in the deceased's Will?*
(?) E.g. 1/3 of the estate assets or nil etc...

Second Instituted Executor

What is the full name of second instituted executor (please include any middle name)*
Is this second instituted executor applying for the Grant?*
Why is the second instituted executor not applying for the Grant?*
What was the second instituted executor's date of death?*
Is the second instituted executor's name in Will different?*
What is the second instituted executor's name in the Will (please include any middle name)?*
What is the second instituted executor's date of birth?*
Is the second instituted executor an undischarged bankrupt?*
What is the residential address of this second instituted executor?*
Please select which cards this person holds*
What is this persons relationship to the deceased?*
Date of Cohabitation*
(?) Best estimate of this date is fine
Did the parties separate before the deceased's death?*
Date of Separation*
(?) Best estimate of this date is fine
Is this person a beneficiary nominated in the deceased's Will?*
(?) E.g. 1/3 of the estate assets or nil etc...

Third Instituted Executor

What is the full name of third instituted executor (please include any middle name)*
Is this third instituted executor applying for the Grant?*
Why is the third instituted executor not applying for the Grant?*
What was the third instituted executor's date of death?*
Is the third instituted executor's name in Will different?*
What is the third instituted executor's name in the Will (please include any middle name)?*
What is the third instituted executor's date of birth?*
Is the third instituted executor an undischarged bankrupt?*
What is the residential address of this third instituted executor?*
Please select which cards this person holds*
What is this persons relationship to the deceased?*
Date of Cohabitation*
(?) Best estimate of this date is fine
Did the parties separate before the deceased's death?*
Date of Separation*
(?) Best estimate of this date is fine
Is this person a beneficiary nominated in the deceased's Will?*
(?) E.g. 1/3 of the estate assets or nil etc...

Fourth Instituted Executor

What is the full name of fourth instituted executor (please include any middle name)*
Is this fourth instituted executor applying for the Grant?*
Why is the fourth instituted executor not applying for the Grant?*
What was the fourth instituted executor's date of death?*
Is the fourth instituted executor's name in Will different?*
What is the fourth instituted executor's name in the Will (please include any middle name)?*
What is the fourth instituted executor's date of birth?*
Is the fourth instituted executor an undischarged bankrupt?*
What is the residential address of this fourth instituted executor?*
Please select which cards this person holds*
What is this persons relationship to the deceased?*
Date of Cohabitation*
(?) Best estimate of this date is fine
Did the parties separate before the deceased's death?*
Date of Separation*
(?) Best estimate of this date is fine
Is this person a beneficiary nominated in the deceased's Will?*
(?) E.g. 1/3 of the estate assets or nil etc...

First Substituted Executor

Full Name of first substituted executor (please include any middle name)*
Is this first substituted executor applying for the Grant?*
Why is this first substituted executor not applying for the Grant?*
What is the date of death of the first substituted executor?*
Is this first substituted executor name in Will different?*
What is this first substituted executor's name in the Will (please include any middle name)*
What is the date of birth of the first substituted executor*
Is the first substituted executor an undischarged bankrupt?*
What is the residential address of the first substituted executor?*
Please select which cards this person holds*
What is the first substituted executor's relationship to the deceased?*
Date of Cohabitation*
Best estimate is fine
Did the parties separate before the deceased's death?*
Date of Separation*
Best estimate is fine
Is the first substituted executor a beneficiary nominated in the deceased's Will?*
E.g. 1/3 of the estate assets

Second Substituted Executor

Full Name of second substituted executor (please include any middle name)*
Is this second substituted executor applying for the Grant?*
Why is this second substituted executor not applying for the Grant?*
What is the date of death of the second substituted executor?*
Is this second substituted executor name in Will different?*
What is this second substituted executor's name in the Will (please include any middle name)*
What is the date of birth of the second substituted executor*
Is the second substituted executor an undischarged bankrupt?*
What is the residential address of the second substituted executor?*
Please select which cards this person holds*
What is the second substituted executor's relationship to the deceased?*
Date of Cohabitation*
Best estimate is fine
Did the parties separate before the deceased's death?*
Date of Separation*
Best estimate is fine
Is the second substituted executor a beneficiary nominated in the deceased's Will?*
E.g. 1/3 of the estate assets

Third Substituted Executor

Full Name of third substituted executor (please include any middle name)*
Is this third substituted executor applying for the Grant?*
Why is this third substituted executor not applying for the Grant?*
What is the date of death of the third substituted executor?*
Is this third substituted executor name in Will different?*
What is this third substituted executor's name in the Will (please include any middle name)*
What is the date of birth of the third substituted executor*
Is the third substituted executor an undischarged bankrupt?*
What is the residential address of the third substituted executor?*
Please select which cards this person holds*
What is the third substituted executor's relationship to the deceased?*
Date of Cohabitation*
Best estimate is fine
Did the parties separate before the deceased's death?*
Date of Separation*
Best estimate is fine
Is the third substituted executor a beneficiary nominated in the deceased's Will?*
E.g. 1/3 of the estate assets

Fourth Substituted Executor

Full Name of fourth substituted executor (please include any middle name)*
Is this fourth substituted executor applying for the Grant?*
Why is this fourth substituted executor not applying for the Grant?*
What is the date of death of the fourth substituted executor?*
Is this fourth substituted executor name in Will different?*
What is this fourth substituted executor's name in the Will (please include any middle name)*
What is the date of birth of the fourth substituted executor*
Is the fourth substituted executor an undischarged bankrupt?*
What is the residential address of the fourth substituted executor?*
Please select which cards this person holds*
What is the fourth substituted executor's relationship to the deceased?*
Date of Cohabitation*
Best estimate is fine
Did the parties separate before the deceased's death?*
Date of Separation*
Best estimate is fine
Is the fourth substituted executor a beneficiary nominated in the deceased's Will?*
E.g. 1/3 of the estate assets

First Administrator

Full Name (please include any middle name)*
Date of Birth*
Is this person an undischarged bankrupt?*
Residential Address of this person*
Please select which cards this person holds*
What is the of First Administrator's relationship to the deceased?*
What was the date when the deceased and this person first cohabited together*
Best estimate is fine
Did the parties separate before the deceased's death?*
What was the date when the deceased and this person separated?*
Best estimate is fine

Second Administrator

Full Name of Second Administrator (please include any middle name)*
Date of Birth*
Is this person an undischarged bankrupt?*
Residential Address of this person*
Please select which cards this person holds*
What is the Second Administrator's relationship to the deceased?*
What was the date when the deceased and this person first cohabited together*
Best estimate is fine
Did the parties separate before the deceased's death?*
What was the date when the deceased and this person separated?*
Best estimate is fine

Third Administrator

Full Name of Third Administrator (please include any middle name)*
Date of Birth*
Is this person an undischarged bankrupt?*
Residential Address of this person*
Please select which cards this person holds*
What is the Third Administrator's relationship to the deceased?*
What was the date when the deceased and this person first cohabited together*
Best estimate is fine
Did the parties separate before the deceased's death?*
What was the date when the deceased and this person separated?*
Best estimate is fine

Fourth Administrator

Full Name of Fourth Administrator (please include any middle name)*
Date of Birth*
Is this person an undischarged bankrupt?*
Residential Address of this person*
Please select which cards this person holds*
What is the Fourth Administrator's relationship to the deceased?*
What was the date when the deceased and this person first cohabited together*
Best estimate is fine
Did the parties separate before the deceased's death?*
What was the date when the deceased and this person separated?*
Best estimate is fine

Children

This section is for you to list those children who have not already been mentioned in this form. This includes any children which have predeceased the deceased.

What is the First Child's relationship to the deceased?*
Full Name of First Child (please include any middle name)*
Did this First Child predecease the deceased?*
First Child Date of Birth*
What is the residential address of this First Child*

Second Child

Full Name of Second Child (please include any middle name)*
Did this Second Child predecease the deceased?*
Second Child Date of Birth*
What is the residential address of this Second Child*
What is the Second Child's relationship to the deceased?*

Third Child

Full Name of Third Child (please include any middle name)*
Did this Third Child predecease the deceased?*
Third Child Date of Birth*
What is the residential address of this Third Child*
What is the Third Child's relationship to the deceased?*

Fourth Child

Full Name of Fourth Child (please include any middle name)*
Did this Fourth Child predecease the deceased?*
Fourth Child Date of Birth*
What is the residential address of this Fourth Child*
What is the Fourth Child's relationship to the deceased?*

Fifth Child

Full Name of Fifth Child (please include any middle name)*
Did this Fifth Child predecease the deceased?*
What is the Fifth Child's relationship to the deceased?*
Fifth Child Date of Birth*
What is the residential address of this Fifth Child*

Beneficiaries

Please list the remaining beneficiaries in the Will. Please do not include those people already mentioned in this instruction form as we already now have this information from you.

Are there other beneficiaries not previously mentioned? *

First Beneficiary

Is this first beneficiary a person or a company?*
Sometime a person will leave a gift to a charity or other business which is not a person, such as a charity for example. Please select company if this beneficiary is not a peson
What is the name of this first beneficiary?*
Do you want to add a second beneficiary?*

Second Beneficiary

Is this second beneficiary a person or a company?*
Sometime a person will leave a gift to a charity or other business which is not a person, such as a charity for example. Please select company if this beneficiary is not a peson
What is the name of this second beneficiary?*
Do you want to add a third beneficiary?*

Third Beneficiary

Is this third beneficiary a person or a company?*
Sometime a person will leave a gift to a charity or other business which is not a person, such as a charity for example. Please select company if this beneficiary is not a peson
What is the name of this third beneficiary?*
Do you want to add a fourth beneficiary?*

Fourth Beneficiary

Is this fourth beneficiary a person or a company?*
Sometime a person will leave a gift to a charity or other business which is not a person, such as a charity for example. Please select company if this beneficiary is not a peson
What is the name of this fourth beneficiary?*
Do you want to add a Fifth beneficiary?*

Fifth Beneficiary

Is this fifth beneficiary a person or a company?*
Sometime a person will leave a gift to a charity or other business which is not a person, such as a charity for example. Please select company if this beneficiary is not a peson
What is the name of this fifth beneficiary?*

Assets & Liabilities

Did the deceased have any debts (liabilities) at the time of death?*
Please select what type of assets the deceased held at the time of their death*

Retirement Home/Accommodation Bond

A$
How is this Retirement Home/Accommodation Bond held?*
Name of other person*
Do you have Second Retirement Home/Accommodation Bond to add?*

Second Retirement Home/Accommodation Bond

A$
How is this Second Retirement Home/Accommodation Bond held?*
Name of other person*

First Bank Account

Address of Bank*
A$
How is this First Bank Account held?*
Name of other person*
Do you have Second Bank Account to add?*

Second Bank Account

Address of Bank*
A$
How is Second Bank Account held?*
Name of other person*
Do you have another Third Bank Account to add?*

Third Bank Account

Address of Bank*
A$
How is Third Bank Account held?*
Name of other person*
Do you have another Fourth Bank Account to add?*

Fourth Bank Account

Address of Bank*
A$
How is Fourth Bank Account held?*
Name of other person*
Do you have a Fifth Bank Account to add?*

Firth Bank Account

Address of Bank*
A$
How is Fifth Bank Account held?*
Name of other person*
Do you have a Sixth Bank Account to add? *

Sixth Bank Account

Address of Bank*
A$
How is Sixth Bank Account held?*
Name of other person*

Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this First Share/Bond held?*
Name of other person*
Do you have a Second Shareholding or Bond to add?*

Second Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this Second Share/Bond held?*
Name of other person*
Do you have a Third Shareholding or Bond to add?*

Third Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this Third Share/Bond held?*
Name of other person*
Do you have a Fourth Shareholding or Bond to add?*

Fourth Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this Fourth Share/Bond held?*
Name of other person*
Do you have a Fifth Shareholding or Bond to add?*

Fifth Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this Fifth Share/Bond held?*
Name of other person*
Do you have a Sixth Shareholding or Bond to add?*

Sixth Shareholdings/Bonds

E.g. 10000
E.g. Ordinary Shares
A$
Best estimate is sufficient
How is this Sixth Share/Bond held?*
Name of other person*

Residential/Commercial Land

Address of First Property*
Type of Property*
A$
Best estimate is sufficient
How is this First Property held?*
Name of other person*
Do you have a Second Property to add?*

Second Residential/Commercial Land

Address of Second Property*
Type of Property*
A$
Best estimate is sufficient
How is this Second Property held?*
Name of other person*
Do you have a Third Property to add?*

Third Residential/Commercial Land

Address of Third Property*
Type of Property*
A$
Best estimate is sufficient
How is this Third Property held?*
Name of other person*
Do you have a Fourth Property to add?*

Fourth Residential/Commercial Land

Address of Fourth Property*
Type of Property*
A$
Best estimate is sufficient
How is this Fourth Property held?*
Name of other person*
Do you have a Fifth Property to add?*

Fifth Residential/Commercial Land

Address of Fifth Property*
Type of Property*
A$
Best estimate is sufficient
How is this Fifth Property held?*
Name of other person*

Motor Vehicles/Caravans

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Motor Vehicles/Caravans held?*
Name of other person*
Do you have a Second Motor Vehicle/Caravan to add?*

Second Motor Vehicles/Caravans

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Second Motor Vehicle/Caravan held?*
Name of other person*
Do you have a Third Motor Vehicle/Caravan to add?*

Third Motor Vehicles/Caravans

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Third Motor Vehicle/Caravan held?*
Name of other person*
Do you have Fourth Motor Vehicle/Caravan to add?*

Fourth Motor Vehicles/Caravans

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Fourth Motor Vehicle/Caravan held?*
Name of other person*

Marine

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Marine Asset held?*
Name of other person*
Do you have a Second Marine Asset to add?*

Second Marine Asset

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Second Marine Asset held?*
Name of other person*
Do you have a Third Marine Asset to add?*

Third Marine Asset

E.g. Holden Astra
Use 0000 if this asset is unregistered
Type of Asset*
A$
Best estimate is sufficient
How is this Third Marine Asset held?*
Name of other person*

Machinery

E.g. Holden Astra
E.g. Bobcat
A$
Best estimate is sufficient
How is this Machinery Asset held?*
Name of other person*
Do you have a Second Machinery Asset to add?*

Second Machinery Asset

E.g. Holden Astra
E.g. Bobcat
A$
Best estimate is sufficient
How is this Second Machinery Asset held?*
Name of other person*

Household/Jewellery

E.g. Household Items, Gold Watch
A$
Best estimate is sufficient
How is this Household/Jewellery Asset held?*
Name of other person*
Do you have a Second Household/Jewellery Asset to add?*

Second Household/Jewellery Asset

E.g. Household Items, Gold Watch
A$
Best estimate is sufficient
How is this Second Household/Jewellery Asset held?*
Name of other person*
Do you have a Third Household/Jewellery Asset to add?*

Third Household/Jewellery Asset

E.g. Household Items, Gold Watch
A$
Best estimate is sufficient
How is this Third Household/Jewellery Asset held?*
Name of other person*

Stock Equipment

A$
Best estimate is sufficient
How is this Stock/Equipment Asset held?*
Name of other person*
Do you have a Second Stock/Equipment Asset to add?*

Second Stock/Equipment Asset

A$
Best estimate is sufficient
How is this Second Stock/Equipment Asset held?*
Name of other person*

Cash

A$

Other Assets

A$
Best estimate is sufficient
How is this Other Asset held?*
Name of other person*
Do you have a Second Other Asset to add?*

Second Other Asset

A$
Best estimate is sufficient
How is this Second Other Asset held?*
Name of other person*
Do you have a Third Other Asset to add?*

Third Other Asset

A$
Best estimate is sufficient
How is this Third Other Asset held?*
Name of other person*

Liabilities

Please list all of the liabilities that the deceased had at the time of their death.

E.g. Mortgage over land
E.g. ANZ Bank
A$
Best estimate is sufficient
Is this First Liability owed by any other person?*
Name of other person*
Do you have a Second Liability to add?*

Second Liability

E.g. Mortgage over land
E.g. ANZ Bank
A$
Best estimate is sufficient
Is this Second Liability owed by any other person?*
Name of other person*
Do you have a Third Liability to add?*

Third Liability

E.g. Mortgage over land at 22 Flinders Road, Vaucluse NSW 2323
E.g. ANZ Bank
A$
Best estimate is sufficient
Is this Third Liability owed by any other person?*
Name of other person*

File Upload

Will
No File Chosen
File uploads may not work on some mobile devices.
If there is a Will (and any Codicil), please upload a copy. Do not damage or remove any bindings when uploading. If you don't have a scanner simply take a clear photo on your mobile phone.
Death Certificate
No File Chosen
File uploads may not work on some mobile devices.
If you have received the death certificate, please upload a copy. A certified copy is not required. (If you have not received this document yet, simply email it to us when received by you). You can still submit this form without providing to us a copy of the death certificate.
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