Ƶ

Small Estate Declaration for Australia

Small Estate Declaration Template for Australia

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Small Estate Declaration

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Small Estate Declaration

"I need a Small Estate Declaration for my late mother's estate (valued at $45,000) consisting of a bank account and personal effects, where I am the sole beneficiary and need to complete this by March 2025."

Your data doesn't train Genie's AI

You keep IP ownership of your information

Generate a Bespoke Document

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

What is a Small Estate Declaration?

A Small Estate Declaration serves as a streamlined alternative to formal probate proceedings in Australian jurisdictions. This document is specifically designed for situations where the deceased's estate value falls below statutory thresholds (varying by state/territory, typically between $50,000 and $100,000). It enables eligible persons to administer estates informally, reducing time and costs associated with formal administration. The declaration contains crucial information about the deceased, their assets, and the declarant's entitlement to administer the estate. It provides legal protection to institutions releasing assets while ensuring proper distribution to beneficiaries. This document is particularly valuable for straightforward estates where formal probate would be disproportionately burdensome.

What sections should be included in a Small Estate Declaration?

1. Declarant Details: Full legal name, address, and contact information of the person making the declaration

2. Deceased Person Details: Full name, last address, occupation, and date of death of the deceased person

3. Relationship Statement: Declaration of the relationship between the declarant and the deceased

4. Estate Value Declaration: Statement of the total estimated value of the estate, confirming it falls within small estate thresholds

5. Asset Declaration: Listing of all known assets of the deceased, including bank accounts, personal property, and any other valuable items

6. Next of Kin Statement: Information about the deceased's closest surviving relatives and their entitlement to the estate

7. Administration Intent: Statement of intention to administer the estate and distribute assets according to law

8. Declaration of Truth: Formal declaration that all information provided is true and correct to the best of the declarant's knowledge

9. Execution Block: Space for signature, date, and witness details

What sections are optional to include in a Small Estate Declaration?

1. Will Statement: Statement regarding the existence or non-existence of a will, used when there is clarity about the will status

2. Debt Declaration: Details of any known debts or liabilities, included when there are outstanding debts to be paid

3. Multiple Beneficiaries: Additional section detailing multiple beneficiaries and their entitled shares, used when there is more than one beneficiary

4. Foreign Assets: Declaration of any assets located outside the jurisdiction, included if applicable

5. Previous Applications: Statement regarding any previous applications for administration, included if relevant

What schedules should be included in a Small Estate Declaration?

1. Schedule A - Asset Inventory: Detailed listing of all assets including account numbers, institutions, and current values

2. Schedule B - Supporting Documents: List of attached documents such as death certificate, will (if any), and proof of relationship

3. Schedule C - Beneficiary Details: Complete information about all beneficiaries including contact details and relationship to deceased

4. Appendix 1 - Identity Documents: Copies of declarant's identification documents and proof of relationship to deceased

5. Appendix 2 - Death Certificate: Certified copy of the death certificate

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

























Clauses



















Relevant Industries

Legal Services

Financial Services

Banking

Public Administration

Estate Management

Insurance

Real Estate

Wealth Management

Professional Services

Government Services

Relevant Teams

Legal

Wealth Management

Estate Administration

Trust Services

Compliance

Risk Management

Client Services

Document Processing

Private Banking

Probate Administration

Relevant Roles

Estate Administrator

Legal Executive

Probate Clerk

Trust Officer

Bank Manager

Wealth Manager

Estate Planning Lawyer

Probate Lawyer

Financial Advisor

Public Trustee

Justice of the Peace

Legal Assistant

Compliance Officer

Risk Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Self Declaration

An Australian legal document where an individual makes a formal written statement of facts, declared true under oath and witnessed by an authorized person.

find out more

Resident Declaration Form

An Australian legal document used to formally declare an individual's residency status for tax and regulatory compliance purposes.

find out more

My Health Declaration

An Australian legal document for declaring comprehensive health information, compliant with federal and state healthcare legislation.

find out more

Health Declaration Form

An Australian-compliant Health Declaration Form Template for collecting and managing personal health information with appropriate privacy safeguards.

find out more

Format For Self Declaration

An Australian statutory declaration template that provides a standardized format for making legally binding statements under the Statutory Declarations Act 1959.

find out more

Declaration Of Own Work

An Australian legal document where an individual formally declares and certifies the originality and authenticity of their work product.

find out more

Flight Declaration Form

An Australian aviation regulatory document for declaring flight details and safety compliance, required under CASA regulations for flight operations in Australian airspace.

find out more

Self Employment Declaration

An Australian legal document confirming independent contractor status and business arrangements under Australian contractor and taxation laws.

find out more

Airport Declaration Form

An official Australian border control document required for all international travelers entering Australia, covering customs, immigration, and biosecurity declarations.

find out more

Age Declaration Form

An Australian legal document for formal declaration of an individual's age, compliant with federal and state age verification requirements.

find out more

Age Declaration Certificate

An Australian legal document where an individual formally declares their age under statutory declaration requirements, witnessed by an authorized person.

find out more

Medical Declaration Form For Employees

An Australian-compliant medical declaration form for collecting and managing employee health information in accordance with privacy and workplace safety regulations.

find out more

Declaration Card

An Australian legal document required for all incoming travelers to declare items and information for customs, immigration, and biosecurity purposes.

find out more

Cargo Declaration

An official customs document required under Australian law that details cargo information for goods being imported to or exported from Australia.

find out more

Self Declaration Of Surviving Spouse Form

An Australian statutory declaration document where a person formally declares their status as a surviving spouse of a deceased person, used for legal and administrative purposes.

find out more

Supplier Declaration Form

An Australian jurisdiction compliance declaration document for suppliers to attest their adherence to legal, regulatory, and operational requirements.

find out more

Police Declaration Form

An Australian legal document for declaring criminal history status and consenting to police checks, complying with federal and state legislation.

find out more

New Declaration Form

An Australian legal document containing sworn statements made before an authorized witness, governed by federal and state statutory declaration laws.

find out more

Medical Declaration Form

An Australian-compliant form for declaring personal medical information, governed by federal and state healthcare and privacy laws.

find out more

International Declaration Form

An Australian customs document for declaring international shipments, complying with the Customs Act 1901 and related regulations.

find out more

Immigration Declaration Form

An official Australian immigration document requiring declarations about personal details, character, and health status, governed by the Migration Act 1958.

find out more

Employment Declaration Form For New Employee

An Australian-compliant declaration form for new employees capturing essential employment, tax, and superannuation information.

find out more

Declaration Of Trust Form

An Australian legal document that establishes and governs a trust arrangement, defining the relationships between trustees, beneficiaries, and trust property under Australian law.

find out more

Customs Declaration Form

An official Australian customs document required for declaring goods being imported into or exported from Australia, submitted to the Australian Border Force for customs clearance and regulatory compliance.

find out more

Statutory Declaration Partner Visa Applicant

An Australian legal document where a person formally declares the truth of statements regarding their relationship for partner visa purposes, subject to federal legislation.

find out more

Statutory Declaration Form For Sick Leave

An Australian statutory declaration form for formally declaring employee sick leave absence, compliant with federal legislation.

find out more

Updated Tax Declaration

An Australian tax document used to amend or correct information in a previously submitted tax return, complying with ATO requirements and federal tax legislation.

find out more

Self Certified Declaration Form

An Australian legal document where individuals declare statements to be true under oath, witnessed by authorized persons under the Statutory Declarations Act 1959.

find out more

Statutory Declaration Applicant Form

An Australian legal document under the Statutory Declarations Act 1959 where individuals formally declare statements as true before an authorized witness.

find out more

Superannuation Declaration Form

An Australian legal document for employees to declare their superannuation fund choice and provide necessary information for super contributions under Australian law.

find out more

Self Declaration Certification

An Australian legal document under the Statutory Declarations Act 1959 where individuals formally declare facts as true under penalty of law.

find out more

Resident Visa Declaration Form

An Australian legal document for visa holders to declare their residential status and compliance with visa conditions, governed by Australian immigration law.

find out more

Passport Self Declaration Form

An Australian legal document where passport applicants declare the truthfulness of their personal information and eligibility for passport issuance under Australian law.

find out more

Land Tax Declaration

An Australian statutory document for declaring property ownership details and land tax liability to state revenue offices.

find out more

Foreign Transfer Duty Declaration

An Australian statutory declaration document required for property purchases by foreign persons, submitted to state revenue offices to assess applicable transfer duty and foreign purchaser surcharges.

find out more

Primary Producer Declaration

An Australian legal document declaring and confirming an entity's status as a primary producer for regulatory, taxation, and commercial purposes.

find out more

Nominee Declaration Form

An Australian legal document where a nominee formally declares their role in holding assets or rights on behalf of a beneficial owner, complying with Australian corporate and financial services laws.

find out more

Dissertation Declaration

An Australian legal document accompanying thesis submissions where candidates declare research originality, ethics compliance, and adherence to academic standards under Australian law.

find out more

Declaration Letter

An Australian statutory declaration document that serves as a legally binding statement of facts, made under oath and witnessed by an authorized person under federal law.

find out more

Self Declaration Form For Medical Reimbursement

An Australian-compliant self-declaration form for claiming medical expense reimbursements through healthcare providers and insurance schemes.

find out more

Permit Declaration

An Australian legal document combining statutory declaration requirements with permit-specific attestations, used for formal permit-related statements and compliance matters.

find out more

Missing Receipt Declaration

An Australian-compliant formal declaration document used when original expense receipts are unavailable, meeting ATO and corporate governance requirements.

find out more

Statutory Declaration

An Australian legal document containing a written statement declared to be true under oath, witnessed by an authorized person under the Statutory Declarations Act 1959.

find out more

Employer Declaration Form

An Australian legal document where employers formally declare their compliance with employment laws, workplace regulations, and statutory obligations.

find out more

Occupancy Declaration Form

An Australian legal document that formally declares and verifies property occupancy status, ensuring compliance with local residential tenancy laws and regulations.

find out more

Name Change Declaration Form

An Australian legal form for officially declaring and requesting a change of name through the Registry of Births, Deaths and Marriages.

find out more

Personal Self Declaration Letter

An Australian statutory declaration document where an individual formally declares facts to be true under the Statutory Declarations Act 1959.

find out more

Birth Declaration Form

An Australian legal document for officially registering a child's birth with state/territory authorities, capturing vital information about the newborn and parents/guardians.

find out more

Self Declaration Form For Marriage Certificate

An Australian statutory declaration form for requesting an official marriage certificate, requiring formal verification of identity and relationship to the marriage record.

find out more

Sponsorship Declaration

An Australian legal document declaring an organization's commitment and eligibility to sponsor overseas workers under Australian migration law.

find out more

Social Declaration Form

An Australian legal document used to formally declare personal circumstances for social services and benefits, complying with federal and state legislation.

find out more

Electronic Health Declaration

An Australian-compliant Electronic Health Declaration for formally declaring health status and medical information in digital format, meeting Privacy Act and health regulation requirements.

find out more

Change Of Name Declaration

An Australian legal document declaring intention to change one's name, requiring official witnessing and complying with state/territory registration requirements.

find out more

Third Party Declaration

An Australian legal document where a third party formally declares specific facts or circumstances, complying with federal and state-specific declaration requirements.

find out more

Self Attested Declaration Form

An Australian legal document where an individual formally declares statements to be true under penalty of law, requiring authorized witness certification under federal and state legislation.