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Advised probate not required

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BatarC View Drop Down

Joined: 04/May/2017
Location: Australia
Posts: 1
  Quote BatarC Quote  Post ReplyReply Direct Link To This Post Topic: Advised probate not required
    Posted: 04/May/2017 at 11:31

I am the Executor (and a beneficiary) for Dad's estate, no property involved, just some cash in a couple of bank accounts (less than $90K). Our Lawyer advised no probate will be required, just set up a new bank account called Trustee in name of estate of late xxx, and transfer all money into this, close the old accounts.
I can then distribute to beneficiaries. This seems too simple to me.

Is this correct, and what paperwork/evidence needed to confirm what I have done and where the money eventually was distributed. Can it be distributed once the money is in the account?
thanks for the advice.

citizen-joe View Drop Down
Senior Member
Senior Member

Joined: 09/October/2005
Location: Australia
Posts: 612
  Quote citizen-joe Quote  Post ReplyReply Direct Link To This Post Posted: 05/May/2017 at 01:04
Yes this is the correct procedure for a small estate when property is not involved. In Queensland even if property is involved and the beneficiaries are family members, the transfer can be done without probate, but the will has to surrendered to the titles office. So any other bequests must be done first.

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