What is estate administration?
Before you can execute or administer an estate, you generally need to ensure that you have the appropriate authority from the Court to do so. This is done by obtaining a Grant of Representation from the Court.
Generally, the type of Grant of Representation you require will depend on whether or not the deceased person had a valid Will.
If you have been appointed by a Will to administer an estate, you are known as the executor. This means you are responsible for calling in the assets of the estate, paying any debts and liabilities, and then distributing the estate assets, according to the terms of the Will.
I'm the administrator of an estate, how do I execute the Will?
- There is a Will
- There is not a Will
- Lower value estates
There is a Will
Where there is a valid Will, in most cases you will need to apply for a Grant of Probate.
What's a Grant of Probate?
A Grant of Probate is an order from the court that confirms that a Will is valid, and the executor has authority to collect and distribute the assets in accordance with the Will.
Our probate lawyers will tell you if you need a Grant of Probate, and will help you with your executor tasks, including:
- Drafting the court application where required
- Obtaining the Grant of Probate
- Helping with the collection of estate assets
- Paying estate liabilities (like debts and bills)
- Distributing the estate
What do I need to apply for probate?
- Summary of estate: assets and liabilities. This includes details of real estate, bank accounts, shares and other investment assets and debts owed by the deceased.
- The original Will. You'll need to locate the original hard copy signed Will - this may be held by a trusted person such as an accountant or lawyer, or it might be stored with the deceased’s personal papers. If the original Will cannot be located, Probate of a copy Will may be possible in some circumstances;
- A certified copy of the death certificate. You will need the full death certificate of the deceased person. You can obtain this from the Births, Deaths and Marriages Registry in your state.
You may also be asked to provide originals and photocopies of relevant documents such as birth or marriage certificates, and other documents confirming your relationship with the deceased.
What's the process to apply for probate?
- First, reach out to our expert probate team. Contact us by phone, email, or online. Our probate team is ready to help you.
- Gather all of the documents. This includes the deceased’s financial information, the title for any real estate, the original Will and death certificate. Our expert team can help you with everything else you'll need to apply for a Grant of Probate.
- We'll apply for probate. Our team will prepare your application for the Grant of Probate, and undertake the other necessary tasks to manage the estate, including collecting the estate assets.
- Distribution of the estate. Once Probate is granted, our expert lawyers can also help with distributing the estate in accordance with the Will. Our fees will also be paid by the estate (We do not ask for payment upfront. You will be provided with our invoice when Probate is granted).
How long will this process take?
It is generally expected that an executor will start the probate application process within a reasonable time from the date of death. A Grant of Probate can be obtained in around six weeks from the time we have received the financial information and documents required for the application. The administration of the estate should generally be completed within 12 months.
What happens if I don't obtain a Grant of Probate?
If the estate includes assets in bank accounts, shares, real estate or superannuation that require Probate to be released, these assets cannot be collected on behalf of the estate. This will prevent the estate being finalised.
There is not a Will
The court refers to situations where there is not a valid Will as 'passing away intestate'. In these situations, you will need to apply for Letters of Administration.
What are Letters of Administration?
Letters of Administration give legal authority to a person, or people (called "the Administrator") to administer an estate when an executor has not been appointed due to the absence of a Will, or where the nominated executor has died and there was no substituted executor appointed. The Administrator is usually the person who is entitled to the estate, such as a spouse or dependant, or the next of kin of the deceased.
Our estate administration and probate lawyers can help you understand if you need Letters of Administration, as well as:
- Completing your application
- Advising on the requirements for Letters of Administration
- Distributing the estate
- Your duties as an executor
What do I need to apply for Letters of Administration?
- Summary of estate: assets and liabilities. This will include a summary of any properties owned, outstanding debts, cash and shares, and the value of any other assets such as jewellery or family heirlooms.
- The original Will. You'll need to locate the original hard copy signed Will - this may be held by a trusted person such as an accountant or lawyer, or it might be stored with the deceased’s personal papers. You cannot apply for probate without a Will.
- A certified copy of the death certificate. You will need the full death certificate of the deceased person. You can obtain this from the Births, Deaths and Marriages Registry in your state.
You may also be asked to provide originals and photocopies of relevant documents such as birth or marriage certificates, and other documents confirming your relationship with the deceased.
This can be a complex process at a stressful time. Our expert estate administration lawyers can help speed up the process and take the administrative burden from you.
How long will the process take?
It is generally expected that an Administrator will start the application process within a reasonable time from the date of death. A Grant of Letters of Administration can be obtained in around six weeks from the time we have received the financial information and documents required for the application. The administration of the estate should generally be completed within 12 months.
What happens if I don’t apply for Letters of Administration?
If there is no Will and you have not applied for Letters of Administration, the financial institutions holding the assets of the deceased may refuse to release those assets, depending on their policies.
Use our fixed fee online service to apply for Letters of Administration now.
Lower value estates
A Grant of Probate is not always required when administering lower value estates where there is a valid Will.
For smaller estates where there is no Will, usually a Grant of Letters of Administration is still required. If this is the case, you can speak to the relevant financial institutions such as banks and superannuation funds to find out whether assets can be released without Letters of Administration.
However, where the estate holds real estate, you will generally always require a grant of representation, whether it be a Grant of Probate or a Grant of Letters of Administration.
If you're unsure whether you need to apply for a Grant of Probate or Letters of Administration, contact us today. Our expert estate administration lawyers can help you navigate the process and take on the administrative burden for you.
Start your online application for Probate or Letters of Administration
Why Maurice Blackburn?
We have a dedicated wills and estate team who specialise in Supreme Court applications for Grants of Probate and Letters of Administration.
We will handle the application on your behalf, advise you on any requirements and take the stress out of your role by helping you to complete all of your administration duties.
Transparent fees
Our fees start at $3,850 and may be higher for more complex estates. Importantly, these fees can be claimed against the estate.
*Incl. GST but excl. other applicable court fees.
Local advice
We have substantial experience managing complex applications and understand the nuances of different states laws.
Flexible options
You can choose to complete the process in person, or via video, with one of our lawyers, or apply online with our easy to use portal.
Our expert Wills and estate lawyers are here to help.
Call us on 1800 991 692, or leave us a message below to request a call back and one of our team will be in touch as soon as we can.
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Our Canberra office is now closed, but our team continues to serve ACT clients and are available for phone and video appointments. If you need legal advice, please call us on 1800 675 346.
We have lawyers who specialise in a range of legal claims who travel to Tasmania. If you need a lawyer in Hobart, Launceston or elsewhere in Tasmania, please call us on 1800 675 346.