A simple, step-by-step guide to applying for probate — without the confusion
If you’re dealing with a loved one’s estate, it’s completely normal to feel unsure about what to do next.
There are forms, processes, and legal terms that most people have never seen before, and getting something wrong can slow everything down.
This guide is designed to help you move forward with clarity.
In simple terms
This guide walks you through how to apply for probate, step by step — in plain English — so you don’t miss anything or make avoidable, costly mistakes.
Missing One Document Can Add Weeks to Probate.
Many of those delays can be avoided
Our simple step-by-step guide helps you understand the process, gather the right documents and avoid common issues that can slow things down.
What this guide helps you do
- Understand what probate is and whether it applies to you
- Follow a clear, step-by-step process from start to finish
- Avoid common mistakes that cause delays
- Feel more confident handling things yourself
It’s designed for people who:
- are acting as an executor for the first time
- feel unsure about the process
- want a clear, structured way to move forward
What’s included
This is a structured, easy-to-follow guide that combines checklists and clear explanations.
1. Quick-start checklist
A simple overview of what to do first, so you can get oriented quickly.
2. Step-by-step probate guide
Walks you through the full process, including:
- what to do immediately after a death
- preparing for probate
- completing the application
- what happens after probate is granted
3. Executor checklist
A clear list of responsibilities so you can stay organised and on track.
4. Required documents list
Know exactly what you need — and when you’ll need it.
5. Plain-English explanations
Legal terms and processes explained in a way that’s easy to understand.
6. Common mistakes to avoid
Learn what slows people down — and how to avoid it.
7. Who to notify and when
A structured guide to contacting banks, institutions, and organisations.
8. Templates and guidance
Simple guidance on what to say and how to approach key steps.
Why this helps
Many delays in probate aren’t caused by the system, they’re caused by:
- missing information
- incorrect forms
- uncertainty about what to do next
This guide helps you avoid those issues by giving you a clear path to follow.
What this is (and isn’t)
This guide is:
- a practical, step-by-step resource
- designed to help you stay organised
- written in plain English
This guide is not:
- legal advice
- a replacement for a lawyer
If your situation is complex, you may still want professional help.
How you’ll receive it
After purchase, you’ll receive:
- instant access via email
- a downloadable PDF you can refer to anytime
Price
$49 (one-time payment)
Get the guide
Download the Probate Starter Guide here
Not sure if this is right for you?
If you’re still working out whether probate applies to your situation:
Read: Do I need probate in Australia
If your situation feels complex or overwhelming, you may prefer to speak with a professional.
Take things one step at a time
You don’t need to figure everything out at once.
This guide is a lot cost resource to help you understand what to do, reduce uncertainty, and move forward with confidence.