Short answerYou usually need probate (or letters of administration if there is no Will) when the deceased owned real estate in their sole name or as a tenant in common, or had bank accounts and investments in their sole name above the institution’s limits. Jointly owned property and small balances can often be dealt with without a grant.

Answer five questions for a general indication. It is based on Victorian practice; the other states are broadly similar.

1. Did the person leave a Will?
2. Did they own real estate in their sole name, or as “tenants in common” with someone else?
3. Did they have bank accounts, shares or other investments in their sole name, other than small balances?
4. Is anyone likely to dispute the Will or how the estate is shared?
5. Are there assets or beneficiaries outside Australia?

What is probate?

Probate is the Supreme Court’s confirmation that a Will is valid and that the executor can deal with the estate. Where there is no Will, the equivalent grant is letters of administration.

What if I am overseas?

An executor can apply from overseas through an Australian lawyer, and documents can be signed before a notary or an Australian consular officer. See our work for overseas families and their lawyers.

Tell us about the estate

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Related guides

General information only, not legal advice. It is based on Victorian law unless stated otherwise; the rules in other states and territories differ. Your circumstances should be assessed individually.

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