Probate & Administration Intake Form

PROBATE & ADMINISTRATION INTAKE FORM

Your Details

Your full name

Are you a named executor?

Yes

Don’t Know

Relationship to deceased

Your date of birth

Your occupation

Your residential address

Your email

Your phone number

Referred by?

Deceased’s Details

Full Name of deceased

Date of birth

Also known as

Place of birth

Date of death

Executor’s details

Other named executors

Full name of executor	Residential address	Relationship to deceased	Phone number

Testamentary guardian of minor children

Name:

Address:

Phone number

Beneficiaries of the Will

Beneficiaries

Full name of beneficiary	Residential address	Relationship to deceased	Phone number

Will Witnesses

Witnesses

Full name	Residential address	Occupation

Assets (excluding superannuation and life insurance)

Assets

Asset	Located	Estimated Value

Liabilities

Liability	Located	Estimated Value

Superannuation

Funds

Name of Fund	Account balance	Approximate value of life insurance	Nominated beneficiary?

Life Insurance

Policies

Name of Policy Provider	Approximate value	Nominated beneficiary?

Deceased’s employer

Have they been notified

Yes

Don’t Know

Name of Business

Phone number

Address

Deceased’s accountant

Name of Business

Phone number

Address

Check list for appointment

Deceased’s last Will (Original)

Death Certificate (Original)

Your Identification (Original Driver’s Licence and Passport)

Title deeds in the deceased’s name (Original)

Registration certificates of any vehicles in the deceased’s name

Recent statements of any bank accounts in the deceased’s name

Recent statements of any credit cards in the deceased’s name

Recent statements from superannuation/ insurance funds

Share certificates of any holdings in the deceased’s name

Trust deeds of any trust that the deceased was a beneficiary or trustee

Trust/ company financial statements

Copy of the deceased’s last tax return

Copy of any recent correspondence from Centrelink or Veterans Affairs

Anything else that may be of testamentary value (e.g. a letter/ list left with the will, an unsigned will)