30/07/2026
I am an executor of a deceased estate, do I need to obtain a grant of probate?
A grant of probate is a Supreme Court document that is sometimes required when someone who has died leaves behind a will and their estate includes assets that need to be managed or distributed.
An executor is not always required to apply for probate however a grant of probate provides legal authority for the executor/s named in the will to manage the estate, ensures that the will is valid, and that the executor has the right to act on behalf of the deceased.
Probate is generally necessary in the following situations:
1. Bank Accounts and Investments: If the deceased had bank accounts, shares, or other investments that were held in their name alone, probate may be required to access and distribute these assets.
2. Refundable Accommodation Deposits: If the deceased resided in an aged care facility, probate may be required to release the Refundable Accommodation Deposit to the estate.
3. Debts: Probate ensures that the deceased’s debts are settled properly before the remaining assets are distributed to the beneficiaries.
4. Estate Disputes: In cases where there might be disputes or challenges regarding the will, having probate can help in resolving these issues by providing a clear legal framework.
If the estate is small or the assets are held jointly with someone else (like a joint bank account), probate might not be necessary. Accordingly, it is always a good idea to seek legal advice to determine whether probate is required in your specific situation.
For more information about probate and estates generally, refer to our website at https://hmblawyers.au/services/wills-and-estates/ or phone our office on (07) 3180 3580 See less