Legal Project Management Plan & Checklist
Purpose of this Guide: Welcome to the specialised practitioner roadmap for a standard probate application with a valid Will in Western Australia. Designed explicitly for wills and estates practitioners, this guide details application steps under the Non-Contentious Probate Rules 1967 (WA). Additional forms are accessible via the WA Government Portal.
Jurisdiction: This guide applies to uncontested probate applications filed in the Supreme Court of Western Australia (Probate Office, Level 11, David Malcolm Justice Centre), Australia. Verify current guidelines on the official .
Governing Legislation: Administration Act 1903 (WA), Non-Contentious Probate Rules 1967 (WA), Rules of the Supreme Court 1971 (WA), Trustees Act 1962 (WA).
The Process at a Glance: A standard probate application requires a valid Will and named executors. The process involves: • auditing the Will • verifying executor identity (100-point ID) • conducting asset and liability searches (Landgate • ASIC • banks • super funds) • publishing the online portal advertisement (14 clear days) • drafting Form 12 Motion and Form 13 Executor Affidavit with Inventory • marking the original Will • filing the application at the Probate Office (fee approximately $408) • resolving any requisitions within 90 days by affidavit.
* Disclaimer: We're nobody's lawyer, because we aren't lawyers. You are, so you know better than to take legal advice from an app. We also aren't accountants or dog trainers - just digital spirit guides taking zero liability for any of this. This site exists to gather the collective knowledge of practitioners like you. Verify everything and submit your feedback on the Probate (Executor) - Standard Probate Application (Valid Will) matter plan to improve the playbook. THIS IS NOT LEGAL ADVICE, it's a request for input.
This legal matter plan provides a structured workflow for TRUSTS_ESTATES cases, outlining the standard REGULATORY process. Utilize these tracking templates to manage your legal cases efficiently.
Verify original Will, confirm executor details, complete 100-point ID, and advertise notice of intention on Supreme Court portal.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.
Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.
Draft and dispatch formal correspondence addressing the procedural requirements at this stage, including any required notices, requests for information, or proposals for resolution.
Publish creditor notices in local newspaper and WA Government Gazette, and complete comprehensive asset and liability searches.
Coordinate the collection and review of all financial documentation required for disclosure, including statements, valuations, and supporting schedules as mandated by the rules.
Draft Form 12 Motion, Form 13 Executor Affidavit, and Inventory of Assets.
Assess the strategic considerations for interim applications, prepare supporting evidence, and draft the necessary documentation for urgent or time-sensitive relief sought.
Conduct a thorough review of all filed materials to ensure compliance with court requirements, verify service obligations have been met, and prepare for the next procedural milestone.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.