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Estate Administration

SA

This publication assists practitioners in South Australia who are acting for executors and administrators in estate matters.

2 Matter Plans

Overview

The publication comprises 2 guides to assist practitioners in obtaining a grant of probate or letters of administration. The commentaries cover obtaining the grant, collecting the assets, and distributing the estate in accordance with the will or the rules of intestacy.

The Reference materials folder includes guidance on electronic signing and remote witnessing, and the Getting the matter underway folder contains essential compliance and client engagement documents. The comprehensive Retainer Instructions ensure that all necessary information is gathered from the client at the outset of the matter.

Precedents in this publication include:

  • Letters to the executor or administrator and beneficiaries at various stages;
  • Libraries of letters to asset holders – initial and final;
  • Letters and forms for executor or administrator commission;
  • Deeds of release and indemnity;
  • Deeds of family arrangement;
  • Statement of assets, liabilities, and distribution;
  • Letter to beneficiaries with distribution;
  • Final letters to executor or administrator – concise and extensive.
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2 Matter Plans Included

  • Item icon ALERTS - Nil
  • Item icon Full Commentary - Probate (SA)
  • Folder icon Reference materials
    • Item icon AI Prompts
      An AI prompt defines a specific task for AI to perform, like drafting a particular document, and provides clear instructions on how to execute that task. The goal is for the AI to quickly create a useful first draft of a document, which the user verifies and refines into a final version, ultimately ...

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    • Item icon Looking to the Future
    • Item icon Electronic Signing and Witnessing
    • Item icon 101 Costs Answers
    • Folder icon Papers and articles - Wills and estates
      • Item icon Estate planning - An exciting opportunity for small law firms
      • Item icon Executor's commission 1 - Executor's commission and the professional executor
      • Item icon Executor's commission 2 - Horns of a dilemma
      • Item icon Executor's commission 3 - A fiduciary duty
      • Item icon Improving written submissions - A paper by Judge Alan Troy
      • Item icon Plain language – A paper by the Hon. Michael Kirby AC CMG
      • Item icon To accept or not accept instructions in urgent will matters
      • Item icon Wills and estates - Death in the house
    • Item icon Further information
  • Item icon Overview
    This commentary deals with grants of probate which are available if the deceased has a will appointing an executor or executors who are willing and able to apply for probate. Other grants that may be sought are dealt with in the Letters of Administration commentary. These include:

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  • Item icon South Australian Limitation Schedule - Law Society of South Australia
  • Item icon Summary of the process
    The usual steps in applying for a grant of probate are:

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  • Folder icon A. Getting the matter underway
    • Item icon File cover sheet - Probate
    • Item icon To do list - Probate
    • Item icon First steps
    • Item icon Client details and verifying identity
    • Item icon Retainer instructions - Estate administration
    • Item icon Conflict of interest check
    • Item icon Initial letter to spouse executor
    • Item icon Initial letter to executor
    • Item icon Initial letter to executor with duties when small estate and we are not acting
    • Item icon Costs agreement - Estate administration - SA
    • Item icon Time and costs estimates
    • Folder icon If required - Updating costs disclosure
      • Item icon Letter to client updating costs disclosure
      • Item icon Charge securing costs
      • Item icon Guarantee securing costs
      • Folder icon Costs disclosure before settlement in litigation matters
        • Item icon Letter to client - Costs disclosure before settlement - NSW, VIC, and WA
        • Item icon Letter to client - Costs disclosure before settlement - QLD, SA, TAS, ACT, and NT
    • Item icon Enclosure - Information sheet
    • Item icon The deceased
      Cause of death It is important to consider if the cause of death gives rise to any compensation or damages, for example, death because of a motor vehicle or work accident.

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    • Item icon Originating application - probate ex parte
    • Item icon Originating application - probate inter partes
    • Item icon Affidavit
    • Item icon Client engagement
      If the firm is to act for multiple parties, such as several executors, the firm cannot act or continue to act where there is a material conflict of interest. The beneficiaries are best advised at the outset that the firm acts for the executor and not the beneficiaries, if applicable. Otherwise, ...

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    • Item icon When a grant is required
      Small estates There is no statutory requirement to obtain a grant. Most banks and financial institutions will not insist on a grant if the amount they hold for the deceased is less than $50,000. In these circumstances, they will normally accept evidence of death, entitlement and signing of ...

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    • Item icon Funeral expenses and other creditors
      Funeral expenses To pay a person’s funeral expenses most banks will allow funds to be withdrawn from the estate before a grant is obtained.

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    • Item icon Executors
      An executor is a person, either an individual or a trustee organisation, appointed by the will to administer a deceased person’s estate. An application for probate, or proving, of the will by a named executor is required to obtain a grant from the Supreme Court. A grant is a declaratory order that ...

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    • Folder icon If required - Renunciation
      • Item icon Renunciation
      • Item icon Letter to executor with renunciation
      • Item icon Renunciation of probate
      • Item icon Renunciation of probate by a trust corporation
    • Folder icon If required - Passing over an executor
      • Item icon Passing over an executor
        A beneficiary or another interested party can make an application to the court to pass over an executor named in the will before probate is granted to them and before they have intermeddled with the estate, if they do not wish to or are unable to perform their duties for example due to ill health. ...

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      • Item icon Originating application - probate ex parte
      • Item icon Originating application - probate inter partes
      • Item icon Affidavit
    • Folder icon If required - Removing an executor or administrator
      • Item icon Removing an executor or administrator who fails to complete administration
        When an executor or administrator fails to properly administer the estate, whether it be through a physical or mental incapacity or because they neglect or refuse to effect the estate’s administration, the court has the power to remove them. A beneficiary or another interested person can make an ...

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      • Item icon Originating application - probate inter partes
      • Item icon Affidavit
    • Item icon Estate taxes, superannuation and other matters
      Estate taxes and duties

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    • Folder icon If required - Authority previous solicitor
      • Item icon Letter to another solicitor with authority to obtain documents
      • Item icon Authority of executor to obtain will from another solicitor
      • Item icon General authority to hand over documents
    • Folder icon Beneficiaries
      • Item icon Beneficiaries
        A beneficiary is a person or entity to whom a bequest is made in a will. However, for the named person to be a beneficiary, both the will and the bequest must be valid. It is incumbent on an executor to establish the validity of the will and then to administer the estate according to the terms of ...

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      • Item icon Initial letter to beneficiaries re probate application
      • Item icon Initial letter to beneficiaries re application for probate where client is alternate or remaining executor
      • Item icon Deed of disclaimer - Probate
      • Item icon Clause - Statutory declaration of beneficiary under will
      • Item icon Statutory declaration - blank - SA
      • Item icon Search request form for copy of will or grant
    • Folder icon Births, deaths & marriages
      • Item icon Letter Births, Deaths Marriages applying for death certificate
      • Item icon Consumer and Business Services - Births, deaths & marriages certificate applications
    • Item icon Challenging the validity of a will
      Challenging a will questions its validity. Contesting a will questions the fairness of its provisions.

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    • Folder icon If required - Caveats
      • Item icon Caveats on grants
        When a challenge to the terms of a will is contemplated prior to the grant of probate, the court must be put on notice of the proposed challenge. This can be done by lodging a caveat, which also ensures that the caveator will be notified and has the opportunity to approach the court before the ...

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      • Item icon Originating application - probate inter partes
      • Item icon Affidavit of service of warning and of search and non-appearance
      • Item icon Letter to caveator's solicitor for details
      • Item icon Letter to client re the caveat
    • Folder icon Library of Uniform Civil Rules (UCR) forms
      • Folder icon Pre-Action
        • Item icon Cost estimate
        • Item icon Final notice
        • Item icon Pre-action meeting report
      • Folder icon Originating Process
        • Item icon Affidavit
        • Item icon Affidavit - in support of application for admission
        • Item icon Affidavit of personal injury particulars
        • Item icon Consolidated pleading
        • Item icon Election - moratorium on steps
        • Item icon Exhibit front sheet to affidavit or statutory declaration
        • Item icon Statement of claim standalone
        • Item icon Statement of claim uploaded with claim
        • Item icon Statement of claim uploaded with claim - Building Work Contractors Act
        • Item icon Statement of claim uploaded with claim - Retail and Commercial Leases Act
        • Item icon Statement of facts issues and contentions standalone
        • Item icon Statement of facts issues and contentions uploaded with originating application for review
      • Folder icon Representation and Address for Service
        • Item icon Authorisation
        • Item icon Deauthorisation
        • Item icon Guardian Certificate
        • Item icon Notice of cessation of acting
      • Folder icon Service and Notices
        • Item icon Affidavit of proof of personal service on an individual by sheriffs officer
        • Item icon Affidavit of proof of service
        • Item icon Notice to party served - outside Australia
        • Item icon Notice to potential claimant
      • Folder icon Responses
        • Item icon Defence - standalone
        • Item icon Defence details - uploaded with defence shell
        • Item icon Notice of objection
        • Item icon Reply
        • Item icon Response
      • Folder icon Secondary Process
        • Item icon Statement of cross claim
        • Item icon Statement of cross claim - uploaded with cross claim
      • Folder icon Progression
        • Item icon Application to registrar
        • Item icon Application to registrar - Remission or reduction of court fees
        • Item icon Certificate of readiness for trial
        • Item icon Consent to order
        • Item icon Draft order
        • Item icon Interlocutory Application
        • Item icon List of documents
        • Item icon List of documents consolidated - Simple electronic protocol
        • Item icon List of documents - Simple electronic protocol
        • Item icon Notice of payment
        • Item icon Order
        • Item icon Request for payment out of court
        • Item icon Written submissions
      • Folder icon Evidence
        • Item icon Subpoena to attend to give evidence (Mag Court)
        • Item icon Subpoena to attend to give evidence (Sup and Dist Courts)
        • Item icon Subpoena to produce documents (Sup and Dist Courts)
      • Folder icon Finalisation
        • Item icon Notice of and consent to discontinuance
        • Item icon Draft judgment
        • Item icon Formal offer
        • Item icon Notice of discontinuance
        • Item icon Response to formal offer
        • Item icon Withdrawal of formal offer
      • Folder icon Enforcement
        • Item icon Application and consent to set aside default judgment and discontinue
        • Item icon Application to enforce a judgment
        • Item icon Consent to order for payment
        • Item icon Final garnishee order
        • Item icon Interim garnishee order
        • Item icon Notice of claim to money subject to execution
        • Item icon Notice of objection to issue of warrant of possession
        • Item icon Questionnaire
      • Folder icon Appeal
        • Item icon Appeal grounds
        • Item icon Cross appeal grounds
        • Item icon Cross review grounds
        • Item icon Information sheet - setting down appeal or case stated for hearing
        • Item icon Review grounds
        • Item icon Written submissions
      • Folder icon Miscellaneous
        • Item icon Generic form
      • Folder icon Corporation
        • Item icon Affidavit accompany statutory demand
    • Folder icon General deeds, agreements, execution clauses, and statutory declarations
      • Item icon Deeds and Agreements
      • Folder icon Deeds
        • Item icon Deed for general use
        • Item icon Deed of guarantee
        • Item icon Deed of release
        • Item icon General deed of indemnity
        • Item icon Deed of assignment of agreement
        • Item icon Deed of gift
        • Folder icon Library of standard clauses for deeds
          • Item icon Amendment
          • Item icon Confidentiality for defined information - All parties
          • Item icon Confidentiality for defined information - One party
          • Item icon Confidentiality for terms of deed - All parties
          • Item icon Confidentiality for terms of deed - One party
          • Item icon Costs
          • Item icon Counterparts
          • Item icon Dispute resolution
          • Item icon Events beyond control
          • Item icon Governing law and jurisdiction
          • Item icon Interpretation
          • Item icon No assignment
          • Item icon Notices
          • Item icon Severance
          • Item icon Waiver
          • Item icon Whole agreement
      • Folder icon Agreements
        • Item icon Agreement for general use
        • Item icon Heads of agreement
        • Item icon Non-disclosure agreement - Formal
        • Item icon Non-disclosure agreement - Informal
        • Folder icon Library of standard clauses for agreements
          • Item icon Amendment
          • Item icon Confidentiality for defined information - All parties
          • Item icon Confidentiality for defined information - One party
          • Item icon Confidentiality for terms of agreement - All parties
          • Item icon Confidentiality for terms of agreement - One party
          • Item icon Costs
          • Item icon Counterparts
          • Item icon Dispute resolution
          • Item icon Events beyond control
          • Item icon Governing law and jurisdiction
          • Item icon Interpretation
          • Item icon No assignment
          • Item icon Notices
          • Item icon Severance
          • Item icon Waiver
          • Item icon Whole agreement
      • Folder icon Execution clauses
        • Folder icon Library of execution clauses for agreements
          • Item icon Attorney
          • Item icon Authorised officer
          • Item icon Company
          • Item icon Company - Sole director
          • Item icon Individual
          • Item icon Individual - No witness
        • Folder icon Library of execution clauses for deeds
          • Item icon Attorney
          • Item icon Authorised officer
          • Item icon Company
          • Item icon Company - Sole director
          • Item icon Individual
      • Folder icon Statutory declarations
        • Item icon Commonwealth statutory declaration
        • Item icon Statutory declaration - blank - ACT
        • Item icon Statutory declaration - blank - NSW
        • Item icon Statutory declaration - blank - VIC
        • Item icon Statutory declaration - blank - QLD
        • Item icon Statutory declaration - blank - TAS
        • Item icon Statutory declaration - blank - SA
        • Item icon Statutory declaration - blank - WA
        • Item icon Statutory declaration - blank - NT
        • Item icon Standard annexure note for documents
      • Item icon Standard annexure note for documents
  • Folder icon B. Gathering information
    • Folder icon Library of initial general letters
      • Item icon Initial letter to Centrelink
      • Item icon Initial letter to Medicare
      • Item icon Initial letter to Electoral Roll
      • Item icon Advice of death for Centrelink, Medicare
    • Folder icon Library of initial letters to asset holders
      • Item icon Initial letter to bank building society
      • Item icon Initial letter to nursing home
      • Item icon Initial letter to health insurer
      • Item icon Initial letter general cancellation of membership
      • Item icon Initial letter to deceased's accountant
      • Item icon Initial letter to deceased's employer
      • Item icon Initial letter to superannuation fund
      • Item icon Initial letter to deceased's stockbroker for portfolio details
      • Item icon Initial letter to company for debenture particulars
      • Item icon Initial letter to company or registry for share particulars
      • Item icon Initial letter to government department re motor vehicle
      • Item icon Initial letter to deceased's insurer for policy details
      • Item icon Initial letter to deceased's insurer for details of bonds
      • Item icon Initial letter to mortgagee requesting mortgage details and transfer requirements
    • Item icon Initial letter to creditor
    • Folder icon If required - Where cause of death leads to compensation
      • Item icon Cause of death
        It is important to consider if the cause of death gives rise to any compensation or damages, for example, death because of a motor vehicle or work accident.

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      • Item icon Initial letter to CTP insurer
      • Item icon Initial letter to workers compensation insurer
  • Folder icon C. Probate
    • Item icon Applying for probate
      Use of electronic system All applications for grants of probate or letters of administration and supporting documents, except for originals, must be filed via CourtSA and payments are accepted by credit card only unless the court orders otherwise.

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    • Item icon CourtSA
    • Item icon Originating application - probate ex parte
    • Item icon Originating application - probate inter partes
    • Item icon Interlocutory application
    • Item icon Order
    • Item icon Written submissions
    • Item icon Consent form
    • Item icon Consent of proposed executor or administrator to act
    • Item icon Affidavit
    • Item icon Affidavit of due execution
    • Item icon Renunciation of probate
    • Item icon Affidavit of assets and liabilities
    • Item icon Affidavit of assets and liabilities supplementary affidavit
    • Item icon Certificate of disclosure
    • Item icon General and enduring power of attorney
    • Folder icon Estates Forms
      • Item icon Affidavit
      • Item icon Affidavit - citation - to accept or refuse double probate
      • Item icon Affidavit as to alias - intestacy
      • Item icon Affidavit as to alias - will
      • Item icon Affidavit in support of order to issue subpoena
      • Item icon Affidavit of assets and liabilities
      • Item icon Affidavit of assets and liabilities supplementary affidavit
      • Item icon Affidavit of due execution
      • Item icon Affidavit of due execution - deponent oresent when will executed
      • Item icon Affidavit of identity - name changed since will
      • Item icon Affidavit of identity - name in will incorrect
      • Item icon Affidavit of plight and condition and finding
      • Item icon Affidavit of service of citation and of search and non-appearance
      • Item icon Affidavit of service of warning and of search and non-appearance
      • Item icon Affidavit to lead to citation to accept or refuse administration
      • Item icon Affidavit to lead to citation to accept or refuse probate
      • Item icon Affidavit to withdraw will deposited with renunciation
      • Item icon Affidavit verifying the translation of a testamentary document or other document
      • Item icon Affidavit where no affidavit of due execution can be obtained
      • Item icon Certificate of disclosure
      • Item icon Certificate of execution - section 45 of the succession act 2023 and rule 352.5
      • Item icon Consent form
      • Item icon Consent of proposed executor or administrator to act
      • Item icon Executor's oath
      • Item icon Executor's oath after pronouncing for a will in solemn form
      • Item icon Executor's oath for double probate
      • Item icon General and enduring power of attorney
      • Item icon Interlocutory application
      • Item icon Oath of administrator (without will) de bonis non
      • Item icon Oath of administrator ad litem
      • Item icon Oath of administrator leading to a grant ad colligenda bona
      • Item icon Oath of administrator pendente lite
      • Item icon Oath of administrator with will annexed
      • Item icon Oath of administrator with will annexed de bonis non
      • Item icon Oath of administrator without will
      • Item icon Oath to lead re-seal of overseas grant
      • Item icon Oath to lead registration of interstate grant
      • Item icon Order
      • Item icon Order for provision out of estate
      • Item icon Originating application - probate ex parte
      • Item icon Originating application - probate inter partes
      • Item icon Renunciation and consent spes succession is grant
      • Item icon Renunciation of letters of administration
      • Item icon Renunciation of letters of administration to body corporate not being a trust corporation
      • Item icon Renunciation of letters of administration with will annexed
      • Item icon Renunciation of probate
      • Item icon Renunciation of probate by a trust corporation
      • Item icon Response to originating application
      • Item icon Statement of account administration under Section 92 of the Act
      • Item icon Will authorised under Section 6 or Section 7 of the Succession Act 2023
      • Item icon Written submissions
    • Folder icon Library of clauses for less common affidavits
      • Item icon Clause - Affidavit by firm - Condition and finding of the will
      • Item icon Clause - Affidavit by executor - Condition and finding of the will
      • Item icon Clause - Affidavit by person with knowledge - Condition and finding of the will
      • Item icon Clause - Affidavit by subscribing witness - Condition and finding of the will
    • Item icon Letter to executor after grant
  • Folder icon D. If required - Reseal or registration
    • Item icon Reseal
      The court will only reseal a foreign grant of probate or letters of administration if it:

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    • Item icon CourtSA
    • Item icon Affidavit verifying the translation of a testamentary document or other document
    • Item icon Registration
      A registration may be obtained of any interstate grant of probate or administration issued by a court of the Commonwealth of Australia. The court will only register an interstate grant if it corresponds to the form and other requirements of grants issued by the Supreme Court of South Australia.

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    • Item icon Oath to lead registration of interstate grant
    • Item icon Affidavit of assets and liabilities
    • Item icon Affidavit of assets and liabilities supplementary affidavit
  • Folder icon E. If required - Application for executor commission
    • Item icon Executor commission
      Executors, administrators or trustees are entitled to receive a just and reasonable commission or percentage as the court directs, provided they have not neglected their duties in the role: s 96 of the Succession Act 2023. Generally, a lawyer who acts as an executor will not be entitled to a ...

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    • Item icon Agreement to pay commission
      In practice, the award of commission is usually agreed between the personal representative and the interested beneficiaries. The amount of commission is usually no more than 1-2% of the estate. It is discretionary and an executor seeking commission should be aware that the court may not award any ...

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    • Item icon Application for commission
      The application for commission is incidental to passing or verifying accounts with the court and is a two-stage procedure. Verifying accounts occurs under s 92. Commission or other remuneration is assessed by application under s 96. The procedure for an application for commission is set ...

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    • Item icon Letter to executor entitled to claim commission
    • Item icon Letter to beneficiary re claim for commission
    • Item icon Affidavit
  • Folder icon F. Dealing with assets and administration
    • Item icon Dealing with assets
      Depending on the nature of the estate and the sophistication of the legal personal representatives, some executors may wish to deal with administration themselves, setting up an interest bearing estate account to consolidate funds before distribution, and so on. This will also be the case where the ...

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    • Folder icon Verification of identity
      • Folder icon Library of identity and authorisation forms - SA
        • Item icon Verification of identity certificate
        • Item icon Client authorisation
        • Item icon Identifier declaration
        • Item icon Identity agent certification
        • Item icon Australian Embassy/High Commission/Consulate certification form
        • Item icon Annexure with verifier statement text
    • Folder icon Library - Letters and forms - Finalising estate accounts and property
      • Item icon General collection letter
      • Item icon General reminder letter
      • Folder icon Bank
        • Item icon Letter to bank building society for account proceeds
        • Item icon Certificate of identity for bank withdrawal forms
      • Folder icon Real property
        • Item icon Stamp duty
          Transfers from an estate of a deceased person to a beneficiary under the will or on intestacy are exempt from duty. See Schedule 2 of the Duties Act 1923.

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        • Item icon Transfers of real property
          An application to register death by survivor will be necessary to transfer any jointly owned property to the surviving proprietor. Property owned solely by the deceased or as tenants in common will need to be transferred into the executor’s name. A transmission application must be lodged and the ...

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        • Item icon Foreign resident capital gains withholding payments
          The foreign resident capital gains withholding payments provisions of the Taxation Administration Act 1953 came into force on 1 July 2016. Essentially, when real property is transferred, the transferee is required to withhold 15% of the purchase price and remit this sum to the Australian ...

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        • Item icon Application to register death by survivor
        • Item icon Letter to bank building society for an application to register death by survivor
        • Item icon Transmission application by personal representatives
        • Item icon Letter to bank building society for a transmission application
        • Item icon Letter to law stationer enclosing documents for registration
      • Folder icon Insurance and superannuation
        • Item icon Letter to deceased's insurer for payment
        • Item icon Letter to health insurer for payment
        • Item icon Letter to superannuation fund on transmission
        • Item icon Letter to deceased's insurer cancelling home insurance
      • Folder icon Shares
        • Item icon Letter to company debenture transmission
        • Item icon Letter to company shares transmission
        • Item icon Transmission application - Company shares for deceased matters
        • Item icon Section 1071B Statement
        • Item icon Transfer of shares
      • Item icon Letter to government department for transfer of motor vehicle registration
      • Item icon Letter to nursing home for payment
    • Folder icon If required - Deeds of family arrangement
      • Item icon Deeds of family arrangement
        Prior to preparing a deed of family arrangement, some research must be carried out to ensure a client is advised of all the potential consequences, including the implications and requirements of any applicable taxation or duty issues, and the effect on any duty exemptions which might otherwise ...

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      • Item icon Deed of family arrangement - Life tenant and remainderman
      • Item icon Deed of family arrangement
    • Folder icon If required - Gifts to charities
      • Item icon Letter to charitable institution beneficiary discussing residuary legacy
      • Item icon Letter to charitable institution beneficiary discussing pecuniary legacy
      • Item icon Letter to charitable institution beneficiary discussing specific legacy
    • Item icon Letter to executor advising assets sold
    • Item icon Letter to creditor paying account
  • Folder icon G. Distribution
    • Item icon Payment of debts
      Generally, all property of the deceased is available to pay the debts of the estate, including funeral costs, other testamentary expenses and any other debts which have been incurred. However, s 84 of the Succession Act 2023 provides that property debts such as mortgages and charges on land ...

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    • Item icon Estate fees
      For work carried out up to the grant, and post-probate services such as collecting assets or transferring assets into the names of the beneficiaries, solicitors may charge as per the general scale set out in Schedules 1 and 2 of the Supreme Court Civil Rules 2006, or at an agreed rate set out ...

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    • Item icon Accounts
      Executors should be aware of the necessity to maintain complete and accurate administration records. To maintain complete and accurate accounts the executor should:

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    • Item icon Distribution of estate assets
      Section 29 of the Trustee Act 1936 provides that, if an executor publishes notice of the intended distribution calling for claims against the estate by creditors or other claimants to be notified to them by a specified time, after that date the distribution may be made to those of whom the ...

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    • Folder icon If required - Interim distribution
      • Item icon Interim distribution
        Depending on the circumstances of the estate it may be appropriate to make an interim distribution to the beneficiaries of part of their entitlement. Keeping in mind s 29, the executor should only do so if they are certain that the estate retains sufficient funds to cover all liabilities and ...

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      • Item icon Letter to beneficiary on interim distribution enclosing statement for approval
      • Item icon Statement of assets, liabilities and distribution
    • Item icon Advertisement giving notice to creditors of intended distribution
    • Folder icon Distribution prior to 6 months
      • Item icon Letter to executor with final accounts and distribution - Prior to 6 months
      • Item icon Letter to beneficiary on distribution - Prior to 6 months
      • Item icon Statement of assets, liabilities and distribution
    • Folder icon If required - Deeds of release and indemnity
      • Item icon Deed of release and indemnity - No grant
      • Item icon Deed of release and indemnity - Distribution - Without notice of claims
      • Item icon Deed of release and indemnity - Distribution - With notice of claims
      • Item icon Deed of release and indemnity - Executors commission
    • Folder icon Distribution after 6 months
      • Item icon Letter to executor with final accounts and distribution - After 6 months
      • Item icon Statement of assets, liabilities and distribution
    • Item icon Letter to beneficiary enclosing specific bequest
    • Item icon Letter to beneficiary with distribution of residue
  • Folder icon H. Finalising the matter
    • Item icon Final letter to executor - Concise
    • Item icon Final letter to executor - Extensive
    • Item icon Example invoice incorporating notification of client's rights - SA
    • Item icon Invoice recital - Estates
    • Item icon Closing the file
    • Item icon File closing checklist
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