Pathway for beneficiaries

Note: This is a general overview of estate administration and is not to be considered as legal advice.

Pathway for beneficiaries

Your solicitor or the Public Trustee will consult beneficiaries at every stage.

Acceptance

1. Acceptance

An initial interview to discuss the estate is held with your solicitor or a Customer Liason Officer from the Public Trustee

Administration of the estate is accepted and starts

Administration

2. Identification of assets

Assets and identified and secured

Insurance policies are renewed and updated if necessary

Titles and motor vehicle searches are undertaken

Share registries and financial institutions are contacted to ensure all assets are identified

3. Identification of assets

Confirm and establish the beneficiaries of the Estate

5. Taxation

Complete tax return/s including capital gains

Finalisation

6. Distribution of the estate

Distribution of the estate's assets are made in accordance with the Will, taking into consideration the preferences of beneficiaries


Under Queensland Succession Law,

there are some important timeframes you need to be aware of.

Note: This is a general overview of estate administration and is not to be considered as legal advice.

Support networks

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Last published: 9/07/2021 4:49:47 AM