Probate - Step-by-Step Guide & Precedents by C M Teng
Getting the matter underway
Executors
Initial letter to spouse executorInitial letter to executorLetter of appointment and authorisationAuthority precedents if required
Letter to another solicitor with authority to obtain willAuthority of executor to obtain will from another solicitorMissing Will precedents if required
Pro forma letter looking for missing willLetter to Bar Council with advertisement for missing willAdvertisement for missing will for Bar Council websiteInitial letters to asset holders requesting information
Sample letters & precedents to asset holders
Letter to bankLetter to company for debenture particularsLetter to company or share registrar for share particularsLetter to employerLetter to insurance companyLetter to nursing homeLetter to superannuation fundLetter to bank on loan with mortgage reducing term assuranceProbate
Probate precedents
Petition for grant of probate - sole executor, surviving executor or 1 of the executorsPetition for grant of probate - 2 executorsPetition for grant of probate - Trust corporationCertificate identifying exhibit - 1 executorCertificate identifying exhibit - 2 executorsCertificate identifying exhibit - Trust corporationCertificate identifying exhibit - WitnessesAppointment of solicitors - single petitionerAppointment of solicitors - Two petitionersSchedule of assets and liabilitiesAdministration oathGrant of probateAffidavit of attesting witnesses
Affidavit of attesting witness (1)Affidavit of attesting witness (2)If Required
If Required
Reseal of Probate
Reseal
Petition for resealing of grant of probateProvision in petition - Attorney to attend court and execute documents on behalf of petitionersOrder resealing of grant of probateSeal of the courtAppointment of solicitors - ResealingSchedule of assets - ResealAdministration oath - ResealIf Required