Summary
To manage a deceaseds estate in singapore, obtain a grant of probate by filing necessary documents with the family justice courts. Notify financial institutions and distribute assets according to the will. Prepare documents like the death certificate, original will, and nric of the deceased and executors. Use forms from the family justice courts practice directions 2024. Calculate the estates total value by considering properties, bank accounts, cpf, shares, insurance, company shares, gold bars, and vehicles. Consult the family justice courts website for relevant forms.Full Conversation
no need to contact local lawyers. but isn't the financial institutions already informed from page *-*?
Yes, the financial institutions have been informed. However, you will still need to provide the Grant of Probate to these institutions to manage the assets. Here are the next steps:
*. Apply for Grant of Probate with the Family Justice Courts.
*. Submit the Grant of Probate to financial institutions and other relevant entities.
*. Distribute the estate according to the Will.
Would you need assistance with any specific part of this process?
yes
Great! Here's what you need to do next:
*. Apply for Grant of Probate:
- File an application with the Family Justice Courts.
- Prepare documents: Death Certificate, Will, NRIC of the Deceased, NRICs of the Executors.
*. Submit the Grant of Probate:
- Provide this to financial institutions and entities like TP Bank, SeasonSavers Banking Ltd, etc.
*. Distribute the Estate:
- Follow the instructions in the Will to distribute the assets.
Do you need help with any specific documents or steps in applying for the Grant of Probate?
how do I do so?
Case Rating: *
To apply for a Grant of Probate in Singapore, follow these steps:
*. Prepare the Documents:
- Death Certificate
- Original Will
- NRIC of the Deceased
- NRICs of the Executors
*. File Application with Family Justice Courts:
- Complete the necessary probate forms.
- Submit the documents to the Family Justice Courts.
*. Notify Financial Institutions:
- Provide the Grant of Probate to banks and other entities to manage and distribute the assets.
Would you need assistance with preparing any specific documents or understanding the forms?
what is the probate form?
Case Rating: *
A probate form is a legal document used to apply for a Grant of Probate, allowing you to manage and distribute the deceased's estate. In Singapore, the main probate forms include:
- Originating Summons
- Supporting Affidavit
- Schedule of Assets
Would you need assistance with preparing any of these forms?
yes
Case Rating: *
To assist you in preparing the probate forms, here are the steps:
*. Originating Summons:
- A formal request to the court to grant probate.
*. Supporting Affidavit:
- A sworn statement supporting your application for probate.
*. Schedule of Assets:
- A detailed list of the deceased's assets.
Would you like guidance on filling out any specific form?
Project Deliverables:
a. Based off the Case Scenario and Fact-Sheet as seen in Annex C, you are to prepare drafts of all court documents required to be submitted before the Court hearing of an application for a Grant of Representation (i.e. up till the 2nd filing).
b. Other details can also be found in the Client’s Documents as seen under Annex D and E. If there are specific information required for the drafting of the court documents that is not available, you may insert the words “Client to advise”.
c. In the preparation of the court documents, attach where needed all the necessary attachments and exhibits where such is required. If such exhibits are not available, then exhibit a sheet of paper with the name of the exhibits that you are intending to exhibit.
d. As e-Litigation is not available for this Project, please refer to and utilise the relevant forms under the Family Justice Courts Practice Directions *.
Case Rating: *
To prepare the required court documents for the Grant of Representation, follow these steps:
*. Originating Summons:
- Title: "In the Matter of the Estate of Alfred Jon De Souza, Deceased"
- Applicants: Karla May De Souza and Maximus Kane De Souza
- Relief: Grant of Probate
- Attachments: Death Certificate, Original Will, NRICs of Deceased and Executors.
*. Supporting Affidavit:
- Sworn statement including:
- Applicant details
- Deceased details
- Statement of assets and liabilities
- Attachments: Death Certificate, Original Will, NRICs, Statements from financial institutions, property details, etc.
*. Schedule of Assets:
- Detailed list:
- Bank accounts
- Properties
- Shares
- Insurance policies
- Vehicles
- Other assets
- Attachments: Relevant financial documents, property valuations, loan statements, etc.
If specific information is missing, use "Client to advise."
Do you need further guidance on any of these documents?
where can I get the relevant forms?
Case Rating: *
You can find the relevant probate forms in the Family Justice Courts Practice Directions *. They include:
- Originating Summons
- Supporting Affidavit
- Schedule of Assets
These forms are available on the Family Justice Courts website. Would you need further clarification on filling out any specific form?
yes
Case Rating: *
To assist you further, here is a detailed guide on filling out the specific forms:
Originating Summons:
-
Title: "In the Matter of the Estate of Alfred Jon De Souza, Deceased"
-
Applicants: Karla May De Souza and Maximus Kane De Souza
-
Relief: Grant of Probate
-
Attachments: Death Certificate, Original Will, NRICs of Deceased and Executors.
Supporting Affidavit:
-
Content:
- Applicant details (Name, NRIC, Address)
- Deceased details (Name, NRIC, Date of Death)
- Statement of assets and liabilities
-
Attachments: Death Certificate, Original Will, NRICs, Statements from financial institutions, property details, etc.
Schedule of Assets:
- Content:
- Bank accounts
- Properties
- Shares
- Insurance policies
- Vehicles
- Other assets
- Attachments: Relevant financial documents, property valuations, loan statements, etc.
Would you need assistance with any specific part of these forms?
yes
Case Rating: *
Since this seems to be a high-value case, would you like to be connected to local lawyers who can better assist you with your case?
Would you need assistance with filling out the Supporting Affidavit?
no
Case Rating: *
To assist you with filling out the Supporting Affidavit:
*. Applicant Details:
- Name, NRIC, Address
*. Deceased Details:
- Name, NRIC, Date of Death
*. Statement of Assets and Liabilities:
- List all known assets and debts.
Would you need help with any other specific document or section?
what is the calculation?
Case Rating: *
To calculate the total value of the estate based on the provided information:
*.
Properties: - * Woodsmith Street: $*.* million (joint tenancy, not fully included in estate)
- * Acorn Road (*% ownership): $*.* million * *% = $*.* million
- Holiday home in Australia: AUD *,* (approx. S$*,*)
*.
Bank Accounts: - TP Bank Savings: $*,*.*
- TP Bank Joint-Alt: $*,*.* (*%)
- SeasonSavers Structured Deposit: $*,*.*
*.
CPF: - Ordinary Account: $*,*.*
- Special Account: $*,*.*
- Medisave Account: $*,*.*
- Retirement Account: $*,*.*
*.
Shares: - SIA: *,* * *.* = $*,*
- OCBC: *,* * *.* = $*,*
- SMRT: *,* * *.* = $*,*
- SingTel: *,* * *.* = $*,*
- UOB: *,* * *.* = $*,*
*.
Insurance Policies: - LifeVest: $*,*,*
- LifeSave: $*,*
*.
Company Shares: - Baker & Barkers Pte Ltd: *,* * $*.* = $*,*
- My Little Baker Co: $*,*
*.
Gold Bars: - * gold bars: * * $*,* = $*,*
*.
Vehicle: - Rolls Royce Dawn Convertible: $*,* (loan $*,*)
Summary:
- Total Property Value: $*,*,* (excluding joint tenancy and non-full ownership values)
- Total Bank Accounts: $*,*.*
- Total CPF: $*,*.*
- Total Shares: $*,*
- Total Insurance: $*,*,*
- Total Company Shares: $*,*,*
- Total Gold Bars: $*,*
- Total Vehicle Value: $*,* (after loan deduction)
Total Estate Value: $*,*,*.*
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