Tracking down a Will…

When a loved one passes away, the first thing most people think of is to look for the Will. Copies may be to hand but it is not always easy to locate the original. It may be in a safe custody box or with the Solicitor that drew the Will.

Kate’s mum was residing in aged care accommodation in Ipswich at the time of her passing. The aged care home held a refundable bond and would only release those funds to the executor of the Will upon production of Probate of the Will. Probate of the Will is a process that requires an application to Supreme Court for examination of the Will (read more about Probate here). There were also some funds held by the Commonwealth Bank to redeem as well. Kate could only locate a copy of the Will and wasn’t sure how to proceed or whom to trust so she got in touch with me for advice.

The Original Will was held in safe custody at a law firm about three hours from Ipswich. Kate didn’t know anyone at that firm and it was a long way to go for an appointment. She had no idea how pricing worked for deceased estates and it all seemed overwhelming. This was on top of still being in a state of grieving the loss of her mother and keeping her fitness business running.

We got to work. Kate signed an authority allowing us to securely recover the Original Will within a week. We drafted all the documents she needed to apply for Probate of the Will and we were able to secure Probate in 5 weeks from being instructed. As a comparison most firms will take about 3-4 months to complete this process.

If you want to work with a firm that will give you a secure fixed fee and priority treatment without having to try and piece things together yourself and travel to see lawyers then we invite you to book a call today.

We guarantee a Probate specialist will look after you and your client journey will be exceptional.

[Image supplied by client, this is Kate and her friend doing a Dementia charity walk about 18 months after the passing of her mother]