We begin with a detailed discussion to understand the estate, the Will (if one exists), and your role as executor or administrator. This step allows us to clarify responsibilities and outline the legal process ahead.
Our team assists in verifying the Will and identifying all assets and liabilities of the estate. We ensure compliance with legal requirements and prepare the necessary documentation for a grant of probate or grant of letters of administration.
Once you approve the proposed approach, we formalise our engagement by confirming the scope of work, timelines, and fees. This step provides transparency and confidence that the estate will be managed correctly.
We handle the administration process, including obtaining the grant of probate or grant of letters of administration, paying debts, and distributing assets to beneficiaries. Our team ensures everything is completed efficiently and in accordance with the law.
After the estate is fully administered, we provide a clear summary of the process and advice on any remaining obligations. We remain available for ongoing support, including future estate planning or dispute resolution.
We prepare and lodge all court documents, originating summons, affidavits, inventory of property, and supporting evidence, ensuring the will is validated and the executor is formally recognised. Our team handles every detail so you can feel confident the process is managed professionally and with care.
We take responsibility for notices, witness statements, and any rectification or informal will evidence needed to satisfy court standards. This means fewer delays and peace of mind knowing everything is compliant and accurate.
By anticipating common issues like missing originals or capacity concerns, we minimise delays and deliver grants efficiently. You can trust us to keep the process moving smoothly while supporting you at every step.
We advise who has priority to apply and coordinate consent from interested parties to avoid disputes. Our guidance ensures families feel supported and informed during what can be a sensitive time.
We draft all necessary affidavits, prepare inventories, and file the application for a grant of letters of administration when there is no valid will or the named executor cannot act. You can rely on us to make the process clear and stress-free.
Once appointed, we assist administrators to collect assets, pay liabilities, and distribute under intestacy rules. Our team ensures everything is handled with transparency and compassion.
We compile a full inventory, bank accounts, property, investments, superannuation, insurance, personal effects, and promptly notify institutions to protect estate holdings. You will have peace of mind knowing nothing is overlooked.
We arrange valuations for property and chattels, advise on sale versus transfer decisions, and coordinate agents or auctioneers to maximise value. Our goal is to make this process as smooth and efficient as possible for you.
We manage legal transfer forms, title updates, and account closures, ensuring proceeds are correctly paid to the estate. You can trust us to handle the paperwork while keeping you informed every step of the way.
We advise on binding/non-binding nominations, prepare trustee submissions, and pursue entitlements where nominations are absent or contested. Our team works tirelessly to secure the benefits your loved one intended for you.
Where trustees decline or apportion benefits unexpectedly, we seek reviews or dispute resolution. You can count on us to advocate for fairness and clarity throughout the process.
We coordinate with accountants to lodge final personal returns, estate tax returns, and CGT event reporting. Our proactive approach means fewer surprises and complete compliance.
We maintain detailed accounts of estate income, expenses, and distributions, providing beneficiaries with transparent statements. This gives everyone confidence in the integrity of the process.
For estates with overseas assets or non-resident beneficiaries, we navigate withholding, foreign tax credits, and compliance. Our experience ensures complex matters are handled seamlessly.
We advise executors on responding to family provision claims and other challenges, balancing legal obligations with efficient resolution. Our goal is to protect your position while maintaining family harmony where possible.
We protect executors from personal liability by implementing compliant processes, asset handling, notices, interim distributions, and conflict management. You can feel secure knowing your responsibilities are managed correctly.
We use negotiation and mediation to achieve pragmatic outcomes, minimising legal cost and delay. Our approach is focused on fairness and preserving relationships during difficult times.
Probate is the legal process where the court confirms a will is valid and authorises the executor to administer the estate. It is required when institutions (like banks or land registries) need formal confirmation before releasing or transferring assets.
Not always. If assets are jointly held, small, or already designated (e.g., via superannuation nominations), probate may be unnecessary. We assess the estate structure and advise the most efficient path.
Simple estates often complete within several months; complex estates (property sales, disputes, overseas assets) may take longer. Timelines depend on court processing, asset transfers, and any claims.
The court can appoint an administrator via letters of administration. The estate is then distributed according to intestacy laws, which set out a priority order for relatives. We guide you through eligibility, applications, and distribution.
Executors must act in the best interests of beneficiaries: identify and safeguard assets, pay debts and taxes, keep records, avoid conflicts, and distribute according to the will. We provide practical checklists and ongoing support.
Superannuation usually sits outside the will. The fund’s trustee decides how death benefits are paid, taking into account any binding or non-binding nominations and the circumstances of dependants. We assist by preparing details submissions to trustees and, where necessary, challenging or appealing trustee decisions.
We assess and advise on the strengths of any potential claims, take steps to preserve the estate, and guide you through mediation or court proceedings to resolve disputes. Our goal is to minimise cost and delay while achieving a fair, lawful outcome.
Costs depend on complexity, court filings, asset transfers, tax and accounting, property sales, and potential disputes. We provide clear estimates upfront and transparent billing throughout the process.
Yes, executors can be personally liable if they fail to properly carry out their duties, for example, by distributing the estate too early, not paying debts or taxes, or mismanaging estate assets. We implement compliant procedures and advise on risk to protect you from personal exposure.
Cross-border assets and non-resident beneficiaries introduce additional compliance and tax considerations. We coordinate foreign documentation, valuations, and tax to ensure lawful, efficient distributions.
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