It involves an application to the court whereby they will review the Will and confirm that it satisfies all formal requirements. You will then receive back a Certificate of Appointment of Estate Trustee with a Will.
If there is no Will there are certain steps to be taken and you will be trying to obtain a Certificate of Appointment of Estate Trustee Without a Will.
Probate involves an application to the court to obtain a Certificate of Appointment of Estate Trustee. Where there is a Will, the court reviews the application and the Will to determine whether the formal requirements have been satisfied.
Once the application is approved, the Certificate confirms the authority of the Estate Trustee to deal with the estate. If there is no Will, a different application and process may be required.
This application may be required where the deceased left a valid Will naming an Estate Trustee.
If there is no Will, the law sets out who may be entitled to apply to act as Estate Trustee and how the estate may be administered.
Whether probate is required depends on the circumstances of the estate and the assets involved. Financial institutions, government agencies and other organizations may require a Certificate of Appointment before they will release or transfer certain assets.
We can review your circumstances and help you determine what steps may be required to administer the estate.
Administering an estate can involve important legal and practical responsibilities. We can assist Estate Trustees in understanding the process and preparing the appropriate probate application.
Assistance with applications for a Certificate of Appointment of Estate Trustee With a Will.
Guidance through the process of applying for a Certificate of Appointment where the deceased did not leave a Will.
Consultations to help Estate Trustees understand their responsibilities and review the Will and next steps.
We begin by reviewing the available information, including the Will, the estate assets and the circumstances of the Estate Trustee.
We help prepare the documents and information required for the appropriate probate application.
Once the application has been submitted and the Certificate is issued, the Estate Trustee can continue with the administration of the estate as required.
If you have been named as an Estate Trustee or are unsure what steps need to be taken after the death of a loved one, we can help you understand the probate process and what may be required.
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