The following are some of the most frequently asked questions our office receives about probate and letters of administration:
To obtain a grant of probate or letters of administration, you will need to make an application to the Supreme Court of Victoria. The Court requires that you lodge the following documents:
Sometimes, the Court will require further documentation to be filed. For example, if the will has been executed with different pens, the Court can request an affidavit of due execution to be filed. We can help you prepare these documents. Once the Court is satisfied with the application, it will issue the executor a formal grant of probate or letters of administration document.
The primary role of the executor is to fulfil the wishes of a will or follow the Victorian law that governs what happens to the estate of someone who has died “intestate” (without a valid will). This will involve:
An executor can refuse their appointment if they do not believe they can fulfil this role.
An executor or administrator an estate has fiduciary obligations towards the estate. This means that they are required look out for the beneficiaries' best interests and behave in their best interest at all times. Timely administration and distribution of the estate is the responsibility of the executor, who must factor in all relevant matters that may emerge. The executor should be careful to ensure that they have complied with their duties to the estate and obtained appropriate legal advice and taxation advice. If an executor breaches their duties, they could be personally liable for their actions to the estate. It is important for executors to act diligently and carefully in fulfilling their duties to avoid such consequences. Getting the right legal advice can be critical in protecting the executor and the estate.
The costs of legal fees are payable by the estate so the executor or administrator should not be out of pocket for these expenses.
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