LEAP Forms Blog

You are here: Home / Archives for SA / SA Estates

SA Estates

by

SA – Probate forms

The following forms have been deleted:

  • Form 47 – Form of sealed judgment or order  [LL-SA-DSCI-306];
  • Form 36B – Response to formal offer (other than acceptance) [LL-SA-DSCI-305];
  • Form 36A – Withdrawal of formal offer  [LL-SA-DSCI-304].

 

by

SA – Family Provision Claims matter type

Following client feedback, the following Critical Dates have been added to Calendar & Tasks in the Family Provision Claims matter type:

  • Summons filed
  • First Directions Date
  • Further Directions Date
  • Hearing Date

If you have feedback on this matter type, please provide it here.

by

SA – Matter Information Sheet hyperlinks

We have created hyperlinks for all Matter Information Sheets currently available in LEAP Community.  The Information Sheets are How to articles to assist you on matter setup and common form usage.  Information Sheets that are matter specific are located in the LEAP Forms folder and Information Sheets that are relevant to a particular form are located immediately preceding the form.

Matter Information Sheets hyperlinks for SA are available as follows: [Read more…] about SA – Matter Information Sheet hyperlinks

by

SA – Supreme Court / Estates / Family Provision

The following forms have now been added to LEAP:

  • Form 1 – Front Sheet (LL-SA-DSCI-307);
  • Form CF72 – Order for provision out of estate (LL-SA-DSCI-301);
  • Form CF73 – Order with declaration as to relationship (LL-SA-DSCI-302);
  • Form CF74 – Order with declaration of paternity (LL-SA-DSCI-303);
  • Form 47 – Form of sealed judgment or order (LL-SA-DSCI-306);
  • Form 36A – Withdrawal of formal offer (LL-SA-DSCI-304);
  • Form 36B – Response to formal offer (other than acceptance) (LL-SA-DSCI-305).

by

SA – Probate – CourtSA

The South Australian Probate office will be moving towards a digital filing system as of 26 November 2018.

As digital filing is mandatory as of 26 November 2018, we will be removing forms that are now required to be generated in the CourtSA Probate system on 26 November 2018.  We understand there will be additional oaths and affidavits that can be generated, scanned and uploaded to CourtSA.  We will endeavour to have those additional forms available in LEAP.  At this time, CourtSA have advised there is no integration available with any Practice Management Systems.

In the meantime, if you have any queries regarding the CourtSA digital filing system for Probate matters please contact CourtSA directly.

by

SA – Probate

The new LEAP automated versions of the Affidavit of Assets and Liabilities and the Certificate of Disclosure are now available.

  • Form 55 – Affidavit of Assets and Liabilities – NEW (LL-SA-DSCI-267);
  • Form 57 – Certificate of Disclosure –NEW (LL-SA-DSCI-268).

Please read the Information Guide before using the new versions as it contains instructions for successful use of the two automated forms with new Probate matters as well as existing Probate matters.

by

SA – Probate Supplementary Rules 2015

The Probate Supplementary Rules 2015 come into operation on 1 July 2015.

 The old forms have been removed and the new forms are in LEAP.  See below list for form names, numbers and precedent codes.

 Important note:

Database and calculation changes are necessary for the Affidavit of Assets and Liabilities and Certificate of Disclosure and these are currently in progress.  Therefore, the new Affidavit of Assets and Liabilities (Form 55) and Certificate of Disclosure/Registrar’s Certificate (Form 57) currently do not have any automation.  This will only be for a short period of time.

Form 1 – Affidavit of due execution (LL-SA-DSCI-183)
Form 2 – Affidavit of plight and condition and finding (LL-SA-DSCI-186)
Form 3 – Affidavit as to alias – will (LL-SA-DSCI-177)
Form 4 – Affidavit as to alias – intestacy (LL-SA-DSCI-176)
Form 5 – Affidavit of identity – name changed since will (LL-SA-DSCI-280)
Form 6 – Affidavit of identity – name in will incorrect (LL-SA-DSCI-289)
Form 7 – Affidavit to withdraw will deposited under s 6 or s 7 of the Wills Act 1936 (LL-SA-DSCI-281)
Form 8 – Affidavit to withdraw will deposited with renunciation (LL-SA-DSCI-196)
Form 9 – Affidavit verifying the translation of a will or other document (LL-SA-DSCI-197)
Form 10 – Affidavit of service of warning and of search and non-appearance (LL-SA-DSCI-187)
[Read more…] about SA – Probate Supplementary Rules 2015

by

SA – Affidavit of Assets and Liabilities and Certificate of Disclosure

New automated Affidavit of Assets and Liabilities (LL-SA-DSCI-267) and Certificate of Disclosure (LL-SA-DSCI-268) forms have been created and are now available in LEAP.

The new Affidavit of Assets and Liabilities will include all selected Assets, Assets Held and Liabilities entered into your matter and automatically display them in the correct order required by the court regardless of order of entry into your matter.

The new Certificate of Disclosure will create a single document containing separate certificates (one per page) for each selected Asset or Asset Held in your matter.

IMPORTANT NOTE:

There have been numerous database design changes to the Assets, Assets Held and Liability Tables.

Please read the Matter Guide, it contains screen shots of the new Assets, Assets Held and Liability Tables along with instructions on how to complete the tables to ensure your Affidavit of Assets and Liabilities and Certificate of Disclosure both work correctly.

The Matter Guide also contains instructions on how to use the new forms with existing matters.