Website - Bare Law Estate Admin Questionnaire

Estate Administration Questionnaire
Thank you for taking the time to answer the following questions about your loved one's estate. It is important that we understand how best to assist you through the Estate Administration process.

These questions are designed to provide the most appropriate support for your unique situation. If you don’t know any of the answers – that’s completely fine. If at any point you need help, or would prefer to speak about your situation, our legal team is available on 1800 959 371 to discuss your needs.

To get started - click Next.

Your Loved One's Estate
Before we begin, what is your name?*

First NameLast Name
Estate Basics
What is your loved one's legal name?*

First NameLast Name
In what state is your loved one's property and assets primarily held?
Unfortunately Bare Law does not yet service Western Australia, South Australia, or the Northern Territory for Estate Administration. There is no need to complete the remainder of this form.

Still have questions? Send us an email at [email protected].
Did your loved one have a valid will?*
Do you know who are listed as the Executor/s of the Will?*
Who is/are the Executor/s listed on the Will? (Please add rows if there are more than one. If you arent sure of their email, please put N/A for now).*
In the event of no Will, the Rules of Intestacy typically determine who is the Administrator of the Estate. According to these rules, the order of priority starts with the current Spouse, followed by Children, then Parents, then Siblings and finally extended family. Based on this knowledge, would you consider yourself the Administrator?*
What is your relationship to the your Loved One?
Property

Unless jointly owned, property ownership will mean that a Grant of Probate or Letters of Administration is required to transfer that ownership or manage the sale process.
Does your loved one own property?*
Did they jointly own property with their spouse, family or friends?*
Shares
Did your loved one own shares?*
Refundable Accommodation Deposit (RAD)

A RAD is often paid as a lump sum for nursing home or care accommodation. The RAD is fully refundable to the resident when they leave the provider or is returned to the resident’s estate if they pass away.
Did your loved one have a Refundable Accommodation Deposit (RAD)? *
Bank Accounts
The total value of banks accounts can be important when dealing with your loved one's assets.

There will be a threshold that each bank has preset to determine how they will allow you to finalise and close your loved one's bank accounts. This varies significantly between banks and will determine whether a Grant of Probate (or Letters of Administration) will be required to access and distribute the funds.
Did your loved one have any bank accounts?*
Of these account(s) are any jointly held with another person ?*
Which bank(s) did your loved one hold accounts with? Please tick all that apply.*

Commonwealth Bank of Australia (CBA)ANZ BankNational Australia Bank (NAB)WestpacBank of QueenslandMacquarie BankBendigo & Adelaide BankSuncorpCitibankINGIMBHeritage BankBank SASantander UKSt GeorgeGreat Southern BankAustralian Mutual BankNewcastle Permanent Building SocietyBank of MelbournePeople's ChoiceOther
Commonwealth Bank of Australia (CBA) estimated account value: *
ANZ Bank estimated account value:*
National Australia Bank (NAB) estimated account value:*
Westpac estimated account value:*
Bank of Queensland estimated account value:*
Macquarie Bank estimated account value:*
Bendigo & Adelaide Bank estimated account value:*
Suncorp estimated account value:*
Citibank estimated account value:*
ING estimated account value:*
IMB estimated account value:*
Heritage Bank estimated account value:*
Bank SA estimated account value:*
Santander UK estimated account value:*
St George estimated account value:*
Great Southern Bank estimated account value:*
Australian Mutual Bank estimated account value:*
Newcastle Permanent Building Society estimated account value:*
Bank of Melbourne estimated account value:*
People's Choice estimated account value:*
Other Bank estimated account value:*
Disputes
Is there currently, or do you anticipate, any disputes over the estate? *
Do you already have a lawyer that is assisting with this estate?*
Lastly...
Before we wrap up, please confirm your email for correspondence purposes*
[email protected]
Are you an existing Bare customer?*
What is the best phone number to reach you on?*
Customer Reference
Outcome
Would we send a form if they did not have a lawyer or dispute?
Completed
Date

DayMonthYear
Date
Bank account over threshold
Reason for Disqualification
Qualified
Qual form source
Should be Empty:

Estate Administration Questionnaire

Your Loved One's Estate

Estate Basics

Property

Shares

Refundable Accommodation Deposit (RAD)

Bank Accounts

Disputes

Lastly...