• Estate Administration Questionnaire

  • Bare Law Eligibility 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 343 119 to discuss your needs.


    To get started - click Next.

  • 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, and if Bare Law is suitable for your needs.


    If Bare Law is suited to your needs, as a Light family you’ll receive an additional $100 off our services.


    In some cases, the outcome of this questionnaire is that you may be able to manage your estate needs yourself, saving you additional costs!


    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 343 119 to discuss your needs.

  • Your Loved One's Estate

  • Estate Basics

  • Unfortunately Bare Law does not yet service 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 admin@barelaw.com.au.

  • 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?*

  • 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)? *
  • Did your loved one live in an aged care facility or nursing home and make financial contributions to their living arrangements?*

  • 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?*
  • Which bank(s) did your loved one hold sole accounts with? Please tick all that apply. Do not include any where they only held a joint account.*

  • 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...

  • Are you an existing Bare customer?*
  • Date
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