Lawyer Applying On Behalf of a Client (Executor)

Lawyer Applying On Behalf of a Client (Executor/Administrator)

Lawyer Details
Lawyer's Name

First NameLast Name
Lawyer's Firm Name
Lawyer's Email Address
example@example.com
Lawyer's Phone Number
Please enter a valid phone number.Format: 0000-000-000.
Have you received instructions and consent from the Executor(s) to apply for funding?
Please note, we require confirmation that you have received instructions and consent from your client (the executor) to submit the application on their behalf.

Executor’s Details
Executor’s Name

First NameLast Name
Executor’s Address

Street Address

Street Address Line 2

CityState

Postcode
Executor’s Email Address
example@example.com
Executor’s Phone Number
Please enter a valid phone number.Format: 0000-000-000.
Name of Deceased
Who was the deceased to you?
Are there Joint Executors?

Joint Executor Details #2
Joint Executor’s Name

First NameLast Name
Joint Executor’s Address

Street Address

Street Address Line 2

CityState

Postcode
Joint Executor’s Email Address
example@example.com
Joint Executor’s phone number
Please enter a valid phone number.Format: 0000-000-000.

Joint Executor Details #3
Joint Executor’s Name

First NameLast Name
Joint Executor’s Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Joint Executor’s Email Address
example@example.com
Joint Executor’s Phone Number
Please enter a valid phone number.Format: 0000-000-000.

Matter Stage
Please select the stage of Probate/LOA:
Is a Probate Application Summary available? If so, please attach at the end of this form.

Financial Position: Assets and Liabilities

Please provide a breakdown of the estate assets and liabilities within Australia:

Estate Assets within Australia

Rows	Description: Eg. Real Property, Bank Accounts, Nursing Home Deposit, Superannuation (being paid to the LPR) 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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Total

Rows $

Net Value of Estate within Australia

Rows	$
Net Value of Estate within Australia

If there are any assets or liabilities of the estate held overseas, please describe them, and their approximate values.

Rows	Asset Description	Estimated Value
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Have any of the Beneficiaries expressed a wish to retain certain assets within the Estate?
Please provide details:

Dispute Risk & Complexity
Based on information available to you, do you expect the estate will be contested by any person?
Please provide details:
Are there any probate caveats or claims filed against the Estate at present?
Please provide details:

Funding Request Details

What is the purpose of the loan?

Loan Purpose Breakdown

Rows	Amount
Category 1: Court filing fees, probate legal fees
Category 2: Estate administration costs; post-grant legal fees; reimbursements of past expenses; property expenses such as valuations and essential property repairs; estate accounting and tax expenses; funeral expenses; expatriation costs; any other reasonable expenses associated with the essential maintenance or administration of the estate.
Category 5: Legal fees associated with defending a claim against the estate.

Please Note - Estate Enhancement / Renovation Costs
- If your Executor / Administrator client also needs funding for estate enhancement, non-essential improvements to property, discretionary spending (eg prior to sale), or any other purpose not listed above, then due to restrictions under the National Consumer Credit Protection Act (Cth) 2009, they need to apply for that funding themselves.
- If you tick the box below, we'll reach out to them directly to discuss further.
Please contact my client re estate enhancement funding
If your client is also a beneficiary who might like to apply separately for personal funding against their pending inheritance, they are welcome to do so via this link here or via our website.
Please Note:

If your Executor client is seeking funding for non-essential capital maintenance, renovations or improvements to estate property (eg prior to sale), please advise them to also apply through the ‘Applying for Myself (Executor) pathway via this link here. These applications cannot be made by lawyers on their behalf.

If your client is also seeking a beneficiary advance, they can do so via the ‘Applying for Myself (Beneficiary)’ pathway found in this link here.
Total amount of funding being sought.
Total amount of funding being sought.
What is the estimated timeframe for repayment?
How does the executor propose to repay the loan amount?
Please provide any relevant details as to why:
Has the Estate received funding from any other source?
Please provide any relevant details as to why:
How did you hear about us?

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.

Cancelof
Please attach the Codicil(s), if applicable.

Cancelof
Please attach the Death Certificate.

Cancelof
Probate Application Summary (if available)

Cancelof
Any other relevant document.

Cancelof

Consents
I give permission for JustFund to communicate with my client for the purposes of this funding application.
I understand JustFund will contact my client separately for the purposes of verifying their identity.

Helpful Templates
Notice of Intention to Borrow

A template letter that executors may wish to provide to residual beneficiaries with helpful details about the loan and their intentions to borrow on behalf of the estate.
Client Service
Should be Empty:

Lawyer Applying On Behalf of a Client (Executor/Administrator)

Financial Position: Assets and Liabilities

Funding Request Details

Document Attachments

Consents

Helpful Templates