Applying for Myself (Beneficiary Advance)

Executor’s Details
Executor’s Name

First NameLast Name
Executor’s Email
example@example.com
Executor’s Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Are there joint Executors?
Joint Executors
Joint Executor 2 Name

First NameLast Name
Joint Executor 2 Email
example@example.com
Joint Executor 2 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Joint Executor 3 Name

First NameLast Name
Joint Executor 3 Email
example@example.com
Joint Executor 3 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Estate Lawyer’s Name

First NameLast Name
Estate Lawyer’s Firm Name
Estate Lawyer’s Email Address
example@example.com
Estate Lawyer’s Phone Number
Please enter a valid phone number.Format: 0000-000-000.
Was the estate lawyer engaged by the Executor of the estate, or were they appointed by the court as an Independent Administrator?

Beneficiary's Lawyer's Details
Your Lawyer’s Name

First NameLast Name
Your Lawyer’s Firm Name
Your Lawyer’s Email Address
example@example.com
Your Lawyer’s Phone Number
Please enter a valid phone number.Format: (000) 000-0000.

Financial Position: Estate Assets and Liabilities

Please provide a breakdown of the estate assets and liabilities within Australia to the extent that is known by you.

Estate Assets

Rows	Description: Eg. Real Estate, Bank Accounts, Nursing Home Deposit, Superannuation (paid to the estate) etc.	Estimated Value	Ownership: Eg. Sole owner, Joint Tenant, Tenants in Common.
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Estate Liabilities

Rows	Description: Eg. Mortgages, credit cards, personal loans etc.	Estimated Value
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Rows	$
Net Value of Estate within Australia

Your Personal Financial Position:

Please provide a breakdown of your personal assets and liabilities.

Your Personal Assets

Rows	Description: Eg. Real Estate, Bank Accounts, Nursing Home Deposit, Superannuation (paid to the estate) etc.	Estimated Value	Ownership: Eg. Sole owner, Joint Tenant, Tenants in Common.
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Your Personal Liabilities

Rows	Description: Eg. Mortgages, credit cards, personal loans etc.	Estimated Value
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Dispute Risk & Complexity
Do you intend to make a claim against the estate?
Please provide full particulars:
Based on information available to you, do you expect the estate will be contested by any other person?
Please provide full particulars:
Has probate been granted to the Executor under the deceased’s Will?
Please provide full particulars:

Funding Request Details
What is the purpose of the loan?

This loan is for personal use purposes - please describe here what you would like to use the funds for, and an approximate amount.

Funds can be used for a wide variety of purposes, with some exceptions. If we have any questions we’ll discuss these with you throughout the application.

Document Attachments
Do you have a copy of the Will, Codicil(s) (if applicable) and the Death Certificate?
Please provide any relevant details as to why:
Please attach the Will.

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Please attach the Codicil(s), if applicable.

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Please attach the Death Certificate.

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Probate Application Summary (if available)

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Proof of Income (recent payslip etc - if available)

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Any other relevant document.

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How did you hear about us?
Please describe:

Consents
I request that JustFund, the executor or administrator, and the law firm managing the estate communicate openly for the purposes of this funding application.
I understand JustFund will contact me separately for the purposes of verifying my identity.
I give permission for JustFund to perform a soft credit check on me which will not impact my credit score.

Helpful Templates
Letter of Comfort

A template letter that you may wish to give to other beneficiaries (or the executor or Independent Administrator) with helpful and reassuring details about this loan, its costs, and how it impacts them.
Client Service
Should be Empty:

Financial Position: Estate Assets and Liabilities