Applying for Myself (Executor)

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

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

Executor Overview
Are you both an Executor and a Beneficiary under the Will?
Did you know we are also able to make loans to beneficiaries against their pending entitlement from the estate? If you would like a separate loan for personal use in your capacity as beneficiary, please tick yes below, and then later in the Funding Request Details you can enter how much you'd like.
Beneficiary Advances are for beneficiaries borrowing against their expected inheritance. The funding is provided to the beneficiary for personal use and we’ll enter into a separate contract with you in that regard.
Please describe what you would like to use those funds for. The amount you wish to borrow is to be entered further below under Loan Purpose Category 4.
Number

Lawyer 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: 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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Estate Liabilities

Rows	Description: Eg. Mortgages, credit cards, personal loans etc.	Estimated Value
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

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.

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 full particulars:
Are there any probate caveats or claims filed against the Estate at present?
Please provide full particulars:

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 3: Estate Enhancement expenses, renovation costs, asset improvements,
Category 4: Beneficiary Advance (for personal use - not part of executor responsibilities)
Category 5: Legal fees associated with defending a claim against the estate.

Document Attachments
Do you have a copy of the Will, Codicil(s) (if applicable) and the Death Certificate?
Please provide full particulars:
Please attach the Will.

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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 and my law firm to communicate openly for the purposes of this funding application.
I understand JustFund will contact me separately for the purposes of verifying my identity.
I consent to JustFund performing a soft credit check on me which will not impact my credit score.

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.
Letter of Consent

If your application involves funding for the purposes of Category 3 (estate enhancement) we may need consent from the other residual beneficiaries as part of the contractual paperwork. We can discuss this with you separately.
Client Service
Should be Empty:

Applying for Myself (Executor / Administrator)