NSW - Letters of Administration - Will Annexed

This article will show you how to:


Create a Letters of Administration - Will Annexed Matter

To create a new Letters of Administration - Will Annexed matter, follow the steps below

1. Select Letters of Administration - Will Annexed > Next

2. Enter the Administrator contact information and their Relationship to the Deceased

3. Enter the Executor/s contact information, why they cannot act as Executor in this matter and their Relationship to the Deceased

Entering Deceased's Date of Death and Occupation

4. Enter Deceased Contact Card

5. Go to Advanced view > Additional Details on the Deceased Card to enter the Occupation and Death Details

Entering Case Details

6. Enter Case Details, including the Court contact information and Case Number

Entering Application Details

7. Enter the Application Details, including the Intention to Apply for Publication date and Date of Grant

Entering Will and Codicil Dates and Witness Details 

8.  Enter the Will Details

(a) Date of Will and the Witness Contact Cards

(b) If applicable insert Date of Codicil and the Codicil Contact Cards

(c) If applicable insert Name in Will, if the name is different to the Deceased's Legal Name

Entering Asset Details

Personal Effects

9. Open the Personal Effect Layout

(a) Select the Asset Type from the dropdown list

(b) Enter the description of the Personal Effect Asset
Open the Personal Effect Layout and select an Asset Type from the dropdown List

Entering Real Estate Details

10. Open the Real Estate Layout and enter the data 

Entering Asset Holder and Asset Details

11. Enter the Asset Holder contact details

12. Open the Asset Details Layout and enter the data

Entering Creditor and Liability Details

  13. Enter the Creditor contact details

  14. Open the Liability Details Layout and enter the data 

Entering Beneficiary and Beneficiary Details

  15. Enter the Beneficiary contact details

  16. Open the Beneficiary Details Layout and enter the data 

Location of Court Card and Witness Cards: 

A. The Court Contact Card is located on Case Details Layout

B. The Witnesses to Will and Codicil Contact Cards are located on the Will Details Layout

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