Probate of Will with Informal Codicil

This week Michael met with an accountant to receive some instructions to apply for probate on a Will that we drafted about 10 years ago.

There is also a rather informal codicil which the accountant had drafted for the client, which appears to be valid, despite being in the form of a letter and not referring to the will by date, and we think will be accepted.

He provided a list of assets and liabilities, but we noticed he had missed a few items.

There is a scale fee for doing this work, in the absence of a written agreement.  We will just be charging the scale fee for this one.

The Will has about 30 different beneficiaries, with various specific gifts, a forgiveness of debt, some beneficiaries taking equal shares of one half of the residuary estate and others taking a share of the other half, so it is lucky the executors will be a couple of accountants!

Let’s Chat:

 

Chat:
(08) 9443 5383

 

Correspond:
legaladvice@patersons.com.au

 

Coffee:
4/88 Walters Drive
Osborne Park
Western Australia 6017

 

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Chat:
(08) 9443 5383

Correspond:
legaladvice@patersons.com.au

Coffee:
4/88 Walters Drive
Osborne Park
Western Australia 6017

Complete:
the form below…

Please provide your details...