Executor Funding - Lawyer Application
Thank you for applying to JustFund. Please complete this form in order to proceed with your application. This form should take around 15 minutes to complete.
Your Name
*
First Name
Last Name
Your Law Firm Name
*
Your Email Address
*
example@example.com
Your Contact Number
-
Area Code
Phone Number
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Executor Details
Executor/Administrator’s Name
*
First Name
Last Name
Executor’s Address
Street Address
Street Address Line 2
City
State
Postcode
Executor’s Email Address
example@example.com
Executor’s Phone Number
Please enter a valid phone number.
Format: 0000-000-000.
Are there Joint Executors?
*
Yes
No
How many Executors are there?
Please Select
1
2
3+
Joint Executor #2’s Name
First Name
Last Name
Joint Executor #2’s Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Joint Executor #2’s Email Address
example@example.com
Joint Executor #2’s Phone Number
Please enter a valid phone number.
Format: 0000-000-000.
Joint Executor #3’s Name
First Name
Last Name
Joint Executor #3’s Address
Street Address
Street Address Line 2
City
State
Postcode
Joint Executor #3’s Email Address
example@example.com
Joint Executor #3’s phone number
Please enter a valid phone number.
Format: 0000-000-000.
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Estate Administration Details
Name of Deceased
Did the Deceased leave a Will?
*
Yes
No
Unsure
How many children did the Deceased have? (if known)
Please Select
0
1
2
3
4
5+
Are all the of the Deceased's children named as a beneficiary in the Will?
Yes
No
Unsure
Not Applicable
Is the Executor also a Beneficiary under the Will?
Yes
No
Unsure
Has probate or letters of administration been granted?
*
Yes
No
Has an application for probate or letters of administration been filed?
Yes
No
Is the Estate expected to distribute in the next 2 months?
Yes
No
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Estate Administration
These questions help us understand whether there are any legal complexities affecting the estate so we can tailor our assessment accordingly.
Has anyone expressed an intention to, or has already, challenged the Estate, terms of the Will or appointment of the Executor?
Yes
No
Unsure
Based on information available to you, do you expect that someone may challenge the Estate, terms of the Will or appointment of the Executor?
Yes
No
Unsure
Have proceedings been commenced to challenge the Will and/or your appointment as Executor?
Yes
No
Unsure
Please provide a short overview of the dispute:
Are there any probate caveats or claims filed against the Estate at present?
Yes
No
Unsure
Please provide details:
XXXX - Please select the stage of Probate/LOA:
Please Select
Pre-notice of Intention to Apply for Probate/LOA
Notice of Intention to Apply for Probate published.
Probate application submitted.
Probate Grant issued.
Notice of Intended Distribution published.
At estate distribution stage.
Has the Estate received funding from any source other than JustFund?
Yes
No
Please provide any relevant details as to why:
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Estate Financial Position
Please provide a breakdown of the estate assets and liabilities within Australia.
Does the Estate own any property? E.g. House, apartment, land.
*
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 Estimated Value (If Known)
Estate Property #1 Mortgage Balance (If Known)
Estate Property #2 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #2 Estimated Value (If Known)
Estate Property #2 Mortgage Balance (If Known)
Estate Property #3 Details
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estate Property #3 Estimated Value (If Known)
Estate Property #3 Mortgage Balance (If Known)
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 (If Known)
Other Estate Assets
Excluding the property that you have already told us about, please list all assets of the Estate in Australia that are worth more than $15,000.
Rows
Description:
Eg. Bank Accounts, Nursing Home Deposit, Superannuation (being paid to the LPR) etc.
Estimated Value
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Estate Liabilities
Excluding the mortgage(s) that you have already told us about, please identify liabilities/debts of the Estate in Australia, 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
11
12
13
14
15
Overseas Assets & Liabilities
If there are any assets or liabilities of the estate held overseas, please describe them, and their approximate values.
Rows
Asset Description
Estimated Value
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Have any of the Beneficiaries expressed a wish to retain certain assets within the Estate?
Yes
No
Please provide details:
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Funding Request Details
Please provide a breakdown of the requested funding amount based on the following two categories:
*
Rows
Amount
Estate Administration (legal fees, probate filing fees, valuations, property repairs, accounting expenses, funeral expenses and other essential maintenance or administration of the estate).
Legal Dispute Fees (defending a claim against the estate)
Total amount of funding being sought.
Estate Enhancement
In addition to supporting the administration of the Estate, JustFund is also able to provide funding for discretionary Estate enhancement such as significant property renovations. Under consumer credit regulations, an Executor needs to apply for this kind of funding directly.
If you think it might be helpful, please tick the box and we'll reach out to the Executor to provide more information about Estate Enhancement funding.
Please contact my client regarding estate enhancement funding.
No need to contact my client regarding estate enhancement funding.
Repayment Pathway
What is the estimated timeframe for repayment?
Please Select
- Less than 12 months
- 12 months to 2 years
- 2 years to 3 years
- 3+ years
How does the executor propose to repay the loan amount?
Proceeds from sale of estate property
Superannuation
Life insurance payout
General distribution
Other
Please provide further details:
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Supporting Documents
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.
*
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Please let us know why?
Do you have a copy of the last Will?
*
Yes
No
Has the last Will been altered in any way (e.g. by Codicil)?
*
Yes
No
Please attach the Will.
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Please attach the Codicil(s), if applicable.
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Please provide any relevant details as to why:
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?
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Is an inventory or statement of assets and liabilities of the Estate available?
*
Yes
No
Please upload a copy of the inventory/statement of assets and liabilities.
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Drag and drop files here
Choose a file
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of
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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 understand that JustFund will communicate with my client for the purposes of this funding application.
*
Yes
Do you confirm that you have obtained your client's instructions to submit this application for funding on their behalf?
*
Yes
How did you hear about us?
*
Please Select
We are an accredited Law Firm
Find a Family Lawyer
Google
Facebook
Referred from Lawyer
Referred from a Friend/Colleague
LinkedIn
From an Event/Webinar
Other
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