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Small Estate Certificate for Hong Kong

Small Estate Certificate Template for Hong Kong

A Small Estate Certificate is a legal document issued by the Hong Kong Probate Registry that allows for the simplified administration of estates valued at HK$50,000 or less. This document provides an expedited alternative to standard probate proceedings, enabling eligible applicants (usually next of kin) to collect and distribute the deceased's assets without the need for full probate. The certificate is specifically designed for use in Hong Kong's jurisdiction and follows the requirements set out in the Probate and Administration Ordinance and Small Estates (Summary Administration) Rules.

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What is a Small Estate Certificate?

The Small Estate Certificate is a crucial document in Hong Kong's probate system, designed to simplify the administration of modest estates. It was established to provide a more accessible and cost-effective way to handle estates valued at HK$50,000 or less, reducing the bureaucratic burden on families during difficult times. The certificate is issued under the authority of the Hong Kong Probate Registry and is governed by the Probate and Administration Ordinance (Cap. 10) and the Small Estates (Summary Administration) Rules. This document includes essential information about the deceased, their assets, and the proposed administrator, allowing for the collection and distribution of assets without the need for full probate proceedings. It's particularly valuable for families dealing with straightforward estates where the assets are primarily held in bank accounts or simple investments.

What sections should be included in a Small Estate Certificate?

1. Applicant Details: Full name, HKID/passport number, address and relationship to deceased

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

3. Estate Value Declaration: Statement of the total value of the estate, confirming it's below HK$50,000

4. Assets Description: Detailed list of all assets forming part of the estate, including bank accounts, properties, and personal effects

5. Beneficiary Information: Details of all persons entitled to the estate under intestacy rules or will

6. Declaration of No Will: Statement confirming whether the deceased left a valid will or died intestate

7. Undertaking: Applicant's formal undertaking to administer the estate according to law

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

1. Will Details: Only required if the deceased left a valid will - includes details of the will and its provisions

2. Foreign Assets Declaration: Required only if the deceased owned assets outside Hong Kong

3. Multiple Applicants: Required when more than one person is applying for the certificate

4. Priority Statement: Required when explaining why the applicant has priority to apply over other eligible persons

What schedules should be included in a Small Estate Certificate?

1. Schedule A - Asset Schedule: Detailed inventory of all assets including account numbers, values, and locations

2. Schedule B - Supporting Documents: List of all required supporting documents attached to the application

3. Schedule C - Death Certificate: Certified true copy of the death certificate

4. Schedule D - Identification Documents: Copies of HKID/passport of applicant and deceased

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

Jurisdiction

Hong Kong

Publisher

Ƶ

Document Type

Affidavit

Cost

Free to use
Relevant legal definitions






















Clauses















Relevant Industries

Legal Services

Financial Services

Banking

Public Administration

Estate Management

Insurance

Property Management

Wealth Management

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Estate Planning

Private Client Services

Property Administration

Document Management

Client Relations

Relevant Roles

Probate Lawyer

Estate Planning Attorney

Legal Executive

Bank Manager

Probate Clerk

Estate Administrator

Trust Officer

Wealth Manager

Legal Administrator

Compliance Officer

Property Manager

Financial Advisor

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

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