Lawyer Applying On Behalf of a Client (Beneficiary Legal Fees)

Lawyer Details
Lawyer’s first name
Lawyer’s surname
Lawyer’s firm name
Lawyer’s email address
Lawyer’s phone number

Beneficiary Details (Your Client)
Beneficiary’s first name
Beneficiary’s surname
Beneficiary’s address

Street Address

Street Address Line 2

CityState

Postcode
Beneficiary’s email address
Beneficiary’s phone number
Beneficiary’s Date of Birth

DayMonthYear
Date
Beneficiary’s Occupation
Name of the Deceased
Date of Death of the Deceased

DayMonthYear
Date
Are there joint Executors?

Executor Details
Executor’s first name
Executor’s surname
Executor’s address

Street Address

Street Address Line 2

CityState

Postcode
Executor’s email address
Executor’s phone number
Joint Executor Details # 2
Joint Executor’s first name
Joint Executor’s surname
Joint Executor’s address

Street Address

Street Address Line 2

CityState

Postcode
Joint Executor’s email address
Joint Executor’s phone number
Joint Executor Details # 3
Joint Executor’s first name
Joint Executor’s surname
Joint Executor’s address

Street Address

Street Address Line 2

CityState

Postcode
Joint Executor’s email address
Joint Executor’s phone number

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

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

How did you hear about us?
Please describe:

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 and any Codicil(s).

Cancelof
Please attach the Death Certificate.

Cancelof
Probate/LOA Application Summary (if available)

Cancelof
Originating Application (e.g. summons or statement of claim)

Cancelof
Please attach any Court orders.

Cancelof
Please attach any Counsel opinion regarding the merits of the claim.

Cancelof
Please attach any settlement agreement or Deed of Family Arrangement signed by the parties in the dispute.

Cancelof
Any other relevant document.

Cancelof

Consents

Helpful Templates
Letters 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.

Download here - letter to other beneficiaries

Download here - letter to executor / lawyer / administrator
Should be Empty: