Small Estate Declaration for Australia
Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
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
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
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
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
Legal Services
Financial Services
Banking
Public Administration
Estate Management
Insurance
Real Estate
Wealth Management
Professional Services
Government Services
Legal
Wealth Management
Estate Administration
Trust Services
Compliance
Risk Management
Client Services
Document Processing
Private Banking
Probate Administration
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
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.
Resident Declaration Form
An Australian legal document used to formally declare an individual's residency status for tax and regulatory compliance purposes.
My Health Declaration
An Australian legal document for declaring comprehensive health information, compliant with federal and state healthcare legislation.
Health Declaration Form
An Australian-compliant Health Declaration Form Template for collecting and managing personal health information with appropriate privacy safeguards.
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.
Declaration Of Own Work
An Australian legal document where an individual formally declares and certifies the originality and authenticity of their work product.
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.
Self Employment Declaration
An Australian legal document confirming independent contractor status and business arrangements under Australian contractor and taxation laws.
Airport Declaration Form
An official Australian border control document required for all international travelers entering Australia, covering customs, immigration, and biosecurity declarations.
Age Declaration Form
An Australian legal document for formal declaration of an individual's age, compliant with federal and state age verification requirements.
Age Declaration Certificate
An Australian legal document where an individual formally declares their age under statutory declaration requirements, witnessed by an authorized person.
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.
Declaration Card
An Australian legal document required for all incoming travelers to declare items and information for customs, immigration, and biosecurity purposes.
Cargo Declaration
An official customs document required under Australian law that details cargo information for goods being imported to or exported from Australia.
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.
Supplier Declaration Form
An Australian jurisdiction compliance declaration document for suppliers to attest their adherence to legal, regulatory, and operational requirements.
Police Declaration Form
An Australian legal document for declaring criminal history status and consenting to police checks, complying with federal and state legislation.
New Declaration Form
An Australian legal document containing sworn statements made before an authorized witness, governed by federal and state statutory declaration laws.
Medical Declaration Form
An Australian-compliant form for declaring personal medical information, governed by federal and state healthcare and privacy laws.
International Declaration Form
An Australian customs document for declaring international shipments, complying with the Customs Act 1901 and related regulations.
Immigration Declaration Form
An official Australian immigration document requiring declarations about personal details, character, and health status, governed by the Migration Act 1958.
Employment Declaration Form For New Employee
An Australian-compliant declaration form for new employees capturing essential employment, tax, and superannuation information.
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.
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.
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.
Statutory Declaration Form For Sick Leave
An Australian statutory declaration form for formally declaring employee sick leave absence, compliant with federal legislation.
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.
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.
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.
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.
Self Declaration Certification
An Australian legal document under the Statutory Declarations Act 1959 where individuals formally declare facts as true under penalty of law.
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.
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.
Land Tax Declaration
An Australian statutory document for declaring property ownership details and land tax liability to state revenue offices.
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.
Primary Producer Declaration
An Australian legal document declaring and confirming an entity's status as a primary producer for regulatory, taxation, and commercial purposes.
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.
Dissertation Declaration
An Australian legal document accompanying thesis submissions where candidates declare research originality, ethics compliance, and adherence to academic standards under Australian law.
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.
Self Declaration Form For Medical Reimbursement
An Australian-compliant self-declaration form for claiming medical expense reimbursements through healthcare providers and insurance schemes.
Permit Declaration
An Australian legal document combining statutory declaration requirements with permit-specific attestations, used for formal permit-related statements and compliance matters.
Missing Receipt Declaration
An Australian-compliant formal declaration document used when original expense receipts are unavailable, meeting ATO and corporate governance requirements.
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.
Employer Declaration Form
An Australian legal document where employers formally declare their compliance with employment laws, workplace regulations, and statutory obligations.
Occupancy Declaration Form
An Australian legal document that formally declares and verifies property occupancy status, ensuring compliance with local residential tenancy laws and regulations.
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.
Personal Self Declaration Letter
An Australian statutory declaration document where an individual formally declares facts to be true under the Statutory Declarations Act 1959.
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.
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.
Sponsorship Declaration
An Australian legal document declaring an organization's commitment and eligibility to sponsor overseas workers under Australian migration law.
Social Declaration Form
An Australian legal document used to formally declare personal circumstances for social services and benefits, complying with federal and state legislation.
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.
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.
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.