Being an executor is a real responsibility, often at a time of grief. You are expected to follow the will, deal with assets and debts, and account to the beneficiaries, and you can be held personally responsible if things go wrong. Fennelly Legal helps executors in Geelong and the Bellarine apply for probate and administer estates properly, so you can carry out your role with confidence.
What we help with
- Applications for grants of probate
- Letters of administration where there is no will
- Advice for executors on their duties and personal exposure
- Collecting and distributing estate assets
- Dealing with debts, tax and superannuation
- Estates where a dispute or a family provision claim may arise
How it works
- We review the will and the estate and explain your role and the steps ahead.
- We prepare and lodge the probate application with the Supreme Court of Victoria.
- Once probate is granted, we help you collect assets, pay debts and distribute the estate.
- We keep clear records so you can account to the beneficiaries.
Frequently asked questions
What is probate?
Probate is the Supreme Court’s confirmation that a will is valid and that the executor may deal with the estate. Many banks and institutions require it before releasing assets.
Do all estates need probate?
Not always. It depends on the assets and how they are held. We can tell you early whether it is needed.
Can I be personally liable as an executor?
You can be, if the estate is not administered correctly. Getting advice early is the simplest way to protect yourself.
What if there is no will?
The estate is administered under the rules of intestacy, and someone usually applies for letters of administration. We can guide you through it.
Named as an executor? Talk to us first
Call (03) 5243 1959 or book a consultation with Fennelly Legal in Belmont, Geelong.