Beneficiary Advance Application
Thank you for applying to JustFund. Please complete this form in order to proceed with your application. This form should take around 20 minutes to complete.
Form Title
Your Name
*
First Name
Last Name
Are you known or referred to by another name in the Will?
Yes
No
Please provide full particulars (e.g. maiden name):
First Name
Last Name
Your Address
Street Address
Street Address Line 2
City
State
Postcode
Your Email Address
*
example@example.com
Your Phone Number
*
Please enter a valid phone number.
Format: 0000-000-000.
Your date of birth
*
-
Day
-
Month
Year
Date
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Executor’s Details
Please confirm the details (if known) of the Executor(s) of the Estate
Executor’s Name
*
First Name
Last Name
Executor’s Email
example@example.com
Executor’s Phone Number
Please enter a valid phone number.
Format: 0000-000-000.
Are there joint Executors?
Yes
No
Joint Executor 2 Name
First Name
Last Name
Joint Executor 2 Email
example@example.com
Joint Executor 2 Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Joint Executor 3 Name
First Name
Last Name
Joint Executor 3 Email
example@example.com
Joint Executor 3 Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What’s the relationship between you and the Executor?
Please Select
I am the Executor
Spouse / Partner
Parent
Child
Sibling
Other family member
Friend
Professional Executor (e.g. solicitor, trustee company)
Other
Have you let the Executor know that you're submitting an application for funding (it's not a problem if you have not)
Yes
No
How would you describe the nature of your relationship with the Executor?
Please Select
Positive / amicable
Neutral / civil
Strained / difficult
No contact / estranged
Prefer not to say
Is the Executor also a beneficiary of the estate?
Yes
No
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Executor’s Lawyer Details
If the estate has engaged a lawyer, please enter their details below.
Does the Executor/Executors have a lawyer acting for the Estate?
*
Yes
No
Unsure
Executor's Lawyer's Name
First Name
Last Name
Estate Lawyer’s Firm Name
Estate Lawyer’s Email Address
example@example.com
Estate Lawyer’s Phone Number
Please enter a valid phone number.
Format: 0000-000-000.
Was the estate lawyer engaged by the Executor of the estate, or were they appointed by the court as an Independent Administrator?
Engaged by Executor
Appointed By The Court
Unsuare
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Details Of Deceased
To help us understand your relationship to the estate, please tell us a little about the person who has passed away.
What's the name of the Deceased?
*
What was their date of death?
*
/
Day
/
Month
Year
Date
Did the Deceased leave a Will?
*
Yes
No
What was your relationship to the Deceased?
*
Please Select
My spouse (inc. de facto)
My biological child
My step-child
My sibling
My step-sibling
My parent
My step-parent
My grandchild
My step-grandchild
My aunt/uncle
My cousin
My friend
My professional (e.g. solicitor)
Other
Did the deceased have a spouse that is still alive?
*
Yes
No
How many children did the Deceased have?
*
Please Select
0
1
2
3
4
5
6+
Are all the of the Deceased's children named as a beneficiary in the Will?
*
Yes
No
Not Applicable
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Beneficiary's Lawyer's Details
If you have your own lawyer advising you personally (separate from the estate), please provide their details here. This is optional - we understand that most beneficiaries will not be represented.
Have you engaged a law firm in your capacity as a Beneficiary to provide advice and act for you?
*
Yes
No
Not Sure
Your Lawyer’s Name
First Name
Last Name
Your Lawyer’s Firm Name
Your Lawyer’s Email Address
example@example.com
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Estate Financial Position
Please provide a breakdown of the estate assets and liabilities within Australia to the extent that is known by you.
Estate Real Property
Does the Estate own any property? E.g. House, apartment, land.
*
Yes
No
Not Sure
Are you currently living in a property owned by the Estate ?
*
Yes
No
How many properties does the Estate own?
*
Please Select
1
2
3
4+
Estate Property #1 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #1 Mortgage Balance (If Known)
Estate Property #1 Estimated Value
Estate Property #2 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #2 Mortgage Balance (If Known)
Estate Property #2 Estimated Value
Estate Property #3 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #3 Mortgage Balance (If Known)
Estate Property #3 Estimated Value
Estate Property #4 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #4 Mortgage Balance (If Known)
Estate Property #4 Estimated Value
Other Estate Assets
Excluding the property that you have already told us about, please list all assets of the Estate that are worth more than $15,000.
*
Rows
Description:
Eg. Bank Accounts, Nursing Home Deposit, Superannuation (paid to the estate) etc.
Estimated Value
Ownership:
Eg. Sole owner, Joint owner
1
2
3
4
5
6
7
8
9
10
Estate Liabilities
Excluding the mortgage(s) that you have already told us about, please identify liabilities/debts of the Estate, including the amount of each liability.
Rows
Description:
Eg. Credit cards, personal loans etc.
Estimated Value
1
2
3
4
5
6
7
8
9
10
Total
Rows
$
Net Value of Estate within Australia
How much do you personally expect to receive from the estate?
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Your Personal Financial Position
Please provide a breakdown of your personal assets and liabilities.
Your Real Property
Do you personally own any property? E.g. House, apartment, land.
*
Yes
No
Do you live in a property that you own?
*
Yes
No
How many properties do you own (including part ownership)?
*
Please Select
1
2
3
4
5
6+
Your Property #1 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Property #1 Mortgage Balance
Your Property #1 - Estimated Value
Your Property #2 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Property #2 Mortgage Balance
Your Property #2 - Estimated Value
Your Property #3 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Property #3 Mortgage Balance
Your Property #3 - Estimated Value
Your Property #4 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Property #4 Mortgage Balance
Your Property #4 - Estimated Value
Your Other Assets
Excluding the property that you have already told us about, please list all assets owned by you that are worth more than $15,000.
Rows
Description:
Eg. Bank Accounts, Nursing Home Deposit, Superannuation (paid to the estate) etc.
Estimated Value
Ownership:
Eg. Sole owner, Joint Tenant, Tenants in Common.
1
2
3
4
5
6
7
8
9
10
Your Other Assets
Excluding the mortgage(s) that you have already told us about, please identify your liabilities/debts, including the amount of each liability.
Rows
Description:
Eg. Mortgages, credit cards, personal loans etc.
Estimated Value
1
2
3
4
5
6
7
8
9
10
What's your gross annual income (before tax)?
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The Estate Administration
These questions help us understand whether there are any legal complexities affecting the estate so we can tailor our assessment accordingly.
Has probate been granted to the Executor under the deceased’s Will?
*
Yes
No
Unsure
Do you intend to challenge Estate, the terms of the Will or the appointment of the Executor?
*
Yes
No
Please provide details:
Has anyone expressed an intention to, or has already, challenge the Estate, terms of the Will or the appointment of the Executor?
*
Yes
No
Have proceedings been commenced?
*
Yes
No
Please provide details:
Has the Estate received a loan or funding from any other source?
*
Yes
No
Unsuare
Please provide full particulars:
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Funding Request Details
Tell us how much you would like to request and what you propose to use the funds for. There's flexibility here — we'll discuss the specifics with you as part of the application.
Please provide a breakdown of how you expect to use the funding amount:
Rows
Description
Amount ($)
1
2
3
4
5
6
Total amount of funding being sought.
*Minimum Loan Amount is $5,000
"Total amount of funding being sought"
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Document Attachments
These documents help us verify the estate and progress your application faster. If you don't have them yet, that's okay — we'll guide you through next steps.
Do you have a copy of the Death Certificate?
*
Yes
No
Please attach the Death Certificate.
Browse Files
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Choose a file
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of
Please provide any relevant details as to why:
Do you have a copy of the Will?
*
Yes
No
Please upload a copy of the Will.
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Drag and drop files here
Choose a file
Cancel
of
Please provide any relevant details as to why:
Has the last Will been altered in any way (e.g. by Codicil)?
*
Yes
No
Unsure
Please attach the Codicil(s), if applicable.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Do you have a copy of the grant of probate or letters of administration?
Yes
No
Please upload a copy of the grant of probate or letters of administration.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Background Information
Have you sought or obtained funding from any other lender in relation to this estate?
*
Yes
No
Please provide details.
Have you granted any prior security, charge or assignment over your share of the estate?
*
Yes
No
Please provide details.
Are you currently bankrupt, or have you been bankrupt in the past 7 years?
*
Yes
No
Please provide details.
Are you currently in arrears on any existing debts?
*
Yes
No
Please provide details.
Are there any judgments, garnishee orders, or caveats currently against you?
*
Yes
No
Please provide details.
Do you have a Power of Attorney currently in place, or any other capacity considerations we should be aware of?
*
Yes
No
Please provide details.
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Consents
Please review and confirm the following so we can proceed with your application in line with our standard verification process.
I request that JustFund, the executor or administrator, and the law firm managing the estate communicate openly for the purposes of this funding application.
*
Yes
I understand JustFund will contact me separately for the purposes of verifying my identity.
*
Yes
I give permission for JustFund to perform a soft credit check on me which will not impact my credit score.
*
Yes
How did you hear about us?
*
Please Select
Google
Facebook
Referred from Lawyer
Friend/Colleague
LinkedIn
From an Event/Webinar
Other
Please describe:
Submit
Should be Empty: