As a personal representative of a deceased estate, you must notify us of the commencement of the administration of the estate within one month of your date of appointment. You may be penalised if you fail to notify us within this time.
The date of appointment refers to the date on which the Supreme Court of Victoria or other relevant authority issued you with the grant of representation via:
- Grant of probate (as executor, where the deceased died with a valid will), or
- Letters of administration (as administrator, where the deceased died without a valid will)
Note: if you are a personal representative of a deceased estate, please do not lodge an acquisition notice of an interest in land (LTX-Trust-08).
Gather required information
The following information is needed to complete the Deceased estate - Commencement or completion of administration (LTX-Trust-18) application form, but please refer to the form for specific instructions:
- Your personal details (as personal representative), including your address, date of birth and SRO customer number (if known),
- Details of the deceased, including residential address at time of death, date of death and SRO customer number (if known), and
- If there is more than one personal representative for the estate, each of their personal details, including their address, date of birth and SRO customer number (if known)
If there are multiple personal representatives, only one needs to submit this form on behalf of all.
Complete the form
The application form can be completed and lodged online.
We use all the information in your statement to update our records and may pass on the changes to other government agencies where we are authorised to do so.
Attach your supporting documents
You need to send the following supporting documents with your form:
- A complete copy of the grant of probate issued by the Supreme Court of Victoria or equivalent authority including a copy of the annexed will and testamentary instruments (note the date of issue), or
- A complete copy of the letters of administration issued by the Supreme Court or equivalent authority (note the date of issue)
Lodge your form
This form is lodged online. When you have completed all relevant and mandatory information, select submit to lodge your form.
We will contact you to confirm we have received your form and supporting documents.
A concessionary period applies once the notice of commencement of administration of a deceased estate is lodged with us, to allow time to complete the administration of the deceased estate.
You must advise us once the administration of the deceased estate is completed.