This article will show you how to:
- Create a Probate Matter
- Entering Executor Details
- Entering Deceased's Date of Death and Occupation
- Entering Case Details
- Entering Application Details
- Entering Will and Codicil Dates and Witness Details
- Entering Asset Details
- Entering Real Estate Details
- Entering Asset Holder and Asset Details
- Entering Creditor and Beneficiary Contact Cards
- Location of Court Card and Witness Cards
- Watch our NSW Probate training video
Create a Probate Matter
To create a new Probate matter, follow the steps below
1. Select Probate > Next
2. Enter the parties' details. For help on this, see Matter Details or Adding Contacts.
Entering Executor Details
3. Entering Executor Details:
(a) Select Capacity Role from the dropdown list
(b) If Capacity Role is Renounced Executor enter date the Renunciation of Probate (UCPR Form 123) was signed
(c) Select Relationship Role from the dropdown list
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 (you can enter the case number after you have advertised the Intention to Apply for Probate)
Entering Application Details
7. Enter the Application Details (Intention to Distribute and Date of Grant can be entered when known)
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
To add multiple assets, right-click on the Asset Details line and select Add Asset Details.
Ownership
10. Select Ownership Type from the dropdown List
(a) Select the Ownership Type from the dropdown list
(i) Ownership Type: Solely, Joint Tenant or Blank - Whole will populate in the Share field
(ii) Ownership Type: Tenant in Common in Equal Shares, Tenant in Common in Unequal Shares or Other - complete the Share field
Share Field - Whole when Ownership Type:
Solely:
Blank:
Share Field needs to be completed when Ownership Type:
Tenant in Common in Equal Shares:
Tenant in Common in Unequal Shares:
Other is selected complete the Ownership:
Entering Real Estate Details
11. Open the Real Estate Layout and enter the data
Entering Asset Holder and Asset Details
12. Enter the Asset Holder contact details
13. Open the Asset Details Layout and enter the data
Entering Creditor and Beneficiary Contact Cards
14. Enter separate Contact Details for each Creditor and Beneficiary
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
Video guide
Watch our Probate training video below: