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 Queensland. Designed explicitly for wills and estates practitioners, this guide details application steps under Chapter 15 of the UCPR. Additional forms are accessible via the Queensland Government Portal.
Jurisdiction: This guide applies to uncontested probate applications filed in the Supreme Court of Queensland, Australia. Verify current guidelines on the official .
Filing Fees: $819.90 (flat, not tiered) / $149.60 concession (Form 131). QLR publication: $161.70. Total: $981.60. Additional procedural resources can be found on the Queensland Government Portal and the Queensland Legislation Registry.
Process at a Glance: Audit will for physical defects and executor validity. Cross-reference death certificate names. Compile asset schedule. Publish Form 103 in QLR ($161.70). Serve Public Trustee (UCPR r 598). Wait 14 clear days QLR + 7 clear days Public Trustee. Perform caveat search. Draft Form 101 (Application) and Form 102 (Executor Affidavit). Mark original will in margin (UCPR r 599). Swear affidavits under Oaths Act 1867. File desk application ($819.90). Receive sealed grant.
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.
Examine the original will, confirm executor details, and verify no issues with capacity or execution.
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 the notice of intention in QLR and notify Public Trustee.
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 101 application and Form 102 affidavit of executor, and mark the original will.
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.
Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.