NSW Estates

Following client feedback requests, the following fields have been added to the Probate details table:

• Date of Codicil 2
• Witnesses to Codicil 2 (both witness names are to be entered in the one field)

All Court forms have been amended, where necessary, to include the correct fields or calculations regarding Codicils.

These changes to the Probate details table are responsive, that is they will take effect in new and existing Matters.

IMPORTANT: As the ‘Witnesses to Codicil 1’ and ‘Witnesses to Codicil 2’ fields replace the old ‘Witness 1’ and ‘Witness 2’ fields, you should check existing Matters to ensure that any data entered in the old Witness to Codicil fields have populated correctly and update accordingly.

NSW Estate tables have received improvements so that matter completion aligns with matter processes.  These changes do not generally affect current fields and coding, however where they do, forms have been re-coded.

Estate details – Probate, Letters of Administration and Estate General matter types

• Fields have been re-ordered in these tables to align with matter processes
• Probate and Letters of Administration now follow the same layout for easier user completion
• The ‘Age at death’ field has been automated to calculate from the ‘Date of Birth’ and ‘Date of Death’ fields entered on the Deceased’s card under the People tab – therefore dececeased’s DOD and DOB must be completed
• References to Newspapers have been removed due to NSW Online Registry publications
• Notations appear in blue font for easy identification

Estate details – Grant of Reseal matter type

• The ‘Age at death’ field has been automated to calculate from the ‘Date of Birth’ and ‘Date of Death’ fields entered on the Deceased’s card under the People tab – therefore dececeased’s DOD and DOB must be completed

Estate Accounts details

• References to Newspapers have been removed due to NSW Online Registry publications

Assets table

• The ‘Asset to be’ dropdown list has been updated to include ‘Realised’ and ‘Unrealised’ options
• The wording of the ‘If transferred, to whom’ has been changed on the layout to read ‘If transferred/bequeathed, to whom’
• The wording of the ‘Date Sold/Transferred’ has been changed on the layout to read ‘Date Sold/Transferred/Realised’

These changes have been made to assist with future projects to create an automated Distribution Statement or Statement of Assets, Liabilities and Distributions.

Critical Dates

Renaming Critical Dates ‘Notice of intended application published’ and ‘Notice of intended distribution published’ so that they both refer to the word ‘published’ not ‘advertised’ for consistency.

Default tables used

• Addition of ‘Transferor’ and ‘Transferee’ card types to the default table types in applicable matter types
• Removal of unused card types, such as Newspaper etc, from the default table types
• Slight re-ordering of default table types