Estates Application Form

Estates Application Form
This intake checklist is designed for solicitors, executors or beneficiaries submitting a funding application for an estates matter.

Your Details (Executor)
Executor Name

First NameSurname
Law Firm name
Your email address (Lawyer)
example@example.com
Your phone number (Lawyer)
Please enter a valid phone number.
Matter Type
Is this an application:

On behalf of an Executor for estate probate and administration?On behalf of a Plaintiff for a Family Provision Claim?
Please note we are prioritising applications for executors and estate administration at this time. However, we are open to discussing with you what opportunities may exist for JustFund to support your client’s claim - if you want to provide a brief description of the basis of the claim, we will be in touch separately with some follow-up questions.

Please Tick
Personal Details of the Instituted Executor/s
Full Name of Executor:

First NameLast Name
Address of Executor:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address for service:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile telephone number:
Please enter a valid phone number.
Occupation
Email address:
example@example.com
Date of Birth:

DayMonthYear
Note: Prior to funding, the Executor will be required to undertake VOI for verification purposes. JustFund will contact the Executor directly.

Please also note JustFund may undertake a soft credit check on the Executor, which will not impact on their credit score.

Contact Details

Your Lawyer's Details
Your Lawyer's Name

First NameSurname
The Law Firm's Name
Your Lawyer's Email Address
example@example.com
Their phone number
Please enter a valid phone number.
Your Personal Details (Executor)
Executor's Full name:

First NameLast Name
Executor's Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address for service - If different from above

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile telephone number:
Please enter a valid phone number.
Occupation
Email address:
example@example.com
Date of Birth:

DayMonthYear
Please tick:
Note: Prior to funding, the Executor will be required to undertake VOI for verification purposes. JustFund will contact the Executor directly.

Please also note JustFund may undertake a soft credit check on the Executor which will not impact on their credit score.

Matter Stage
Has the Estate already obtained a Grant?*

Yes (please be prepared to upload at the end of this form)No
If Yes, will you need to reseal this Grant in another State?

YesNo
Is an Application Summary or Inventory available?

Yes (please be prepared to upload at the end of the form)No

Early Inheritance Release or Family Provision Claims

Please note we are prioritising applications for executors and estate administration at this time. However, we are open to discussing with you what opportunities may exist for JustFund to support your client’s claim - if you want to provide a brief description of the basis of the claim, we will be in touch separately with some follow-up questions.
Your Name

First NameSurname
Your email address
example@example.com
Your mobile phone number
Please enter a valid phone number.
Your Law Firm name (If you have one)
Your lawyer's name (If you have one)
Do you give us permission to contact your law firm and discuss this application with them? Yes/No*

YesNo
Please provide a brief description of your matter and we will contact you for more information.

	Select	Approximate Amount
Funeral & Burial/Cremation Expenses
Probate Legal Fees
Professional Valuations (property, shares, assets) for the purposes of obtaining a Grant
Professional Valuations Post Grant
Urgent Creditor Demands / Loan Repayments
Overseas or Interstate repatriation/Logistics
Income Tax, CGT or ATO Obligations

	Select	Approximate Amount
Essential Property Maintenance (Eg. Gardening)
Essential Capital Maintenance (Eg. Repairs)
Family Provision Defence or Estate Litigation

	Select	Approximate Amount
Sale Preparation (Staging, Marketing, Compliance)
Non-Essential Maintenance and Capital Improvements (Eg. Renovations, Painting)

	Select	Approximate Amount
Beneficiary Advance
Other

About You