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Access to financial docs of will

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danz View Drop Down
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Newbie


Joined: 08/March/2019
Location: Australia
Posts: 2
  Quote danz Quote  Post ReplyReply Direct Link To This Post Topic: Access to financial docs of will
    Posted: 08/March/2019 at 11:13
A will that i'm included in mentions shares and "residue of estate"(ie. money in bank in this case). My question is how do I get access to financial bank statements and share info so i know what the value is in each?

The deceased has not included me in these assets so i'd like to find out their value to determine if it's worth contesting. I cannot ask the executor.

citizen-joe View Drop Down
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Joined: 09/October/2005
Location: Australia
Posts: 724
  Quote citizen-joe Quote  Post ReplyReply Direct Link To This Post Posted: 08/March/2019 at 17:07
Residue of an estate is whatever is left over after the specific bequests are made.

Is the estate subject to probate? If so, you can obtain a copy of the court documents which will list the details you seek.

Before contesting you will need to see if you have valid grounds to contest the will.

Just being related is not sufficient you need to be able to prove a need. Remember the estate belonged to the deceased and they had the right, subject to certain legal requirements, to give their estate to whomever they like.

danz View Drop Down
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Joined: 08/March/2019
Location: Australia
Posts: 2
  Quote danz Quote  Post ReplyReply Direct Link To This Post Posted: 08/March/2019 at 17:20
Originally posted by citizen-joe


Is the estate subject to probate? If so, you can obtain a copy of the court documents which will list the details you seek.

Probate has been granted.

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