Application form to use the small estates optional service
Things to know before completing this form
A small estate application is when an applicant uses the Probate Office’s optional service that assists people to apply for a grant of representation .
For a fee, the Probate Office will prepare the paperwork to apply for a grant of representation on the eligible applicant’s behalf, called the small estates optional service.
An estate is small if a person’s assets at their date of death are below the value set by government. The current and previous values set by government are available on the small estates optional service page or by contacting the Probate Office.
Before completing this form, you should read the information about small estate applications. Contact the Probate Office by phone on (03) 8600 2006 if you need the Probate Office to send you a hard copy fact sheet.
What you need to complete this form
You require the following to make a small estate application:
- a certified copy of the deceased’s death certificate;
- the original will of the deceased (if the deceased left a will); and
- details of the assets and liabilities of the deceased (such as bank account details).
You will also need to complete a small estate credit card authorisation form to pay the fees. You can phone the Probate Office on (03) 8600 2006 to request a hard copy of the form.
What to do once you have completed this form
Once you have completed the small estate application form and the small estate credit card authorisation form, email them along with a certified copy of the death certificate and a copy of the will (if there is one) to firstname.lastname@example.org@setatsellams .
Alternatively, you can post the completed forms along with a certified copy of the death certificate and the original will to:
Registrar of Probates
, Supreme Court of Victoria,
PO Box 13331
Law Courts VIC 8010.