Earlier this year, the Supreme Court of Victoria announced that it had postponed the launch of its eFiling system, RedCrest-Probate, as a result of COVID-19. The launch was set back to 1 July 2020. “From that date all applications and dealings with the Probate Office must be filed online.”
When a person dies they often leave behind property, assets and debts that need to be managed and finalised. Where a valid will exists, the estate will usually be finalised by the executor named in the will. If there is no valid will then the deceased's closest next of kin will usually be responsible for finalising the estate, and may be appointed administrator of the estate.
The executor or administrator must make sure any debts are paid and that any remaining assets are distributed according to the deceased's wishes (where there is a will) or the laws of intestacy (where there is no will).
From 1 July 2020 e-filing of probate means:
- Original sworn/affirmed affidavits no longer need to be delivered to the Probate Office.
- The original will/codicil must be filed in the Probate Office within 28 days of submitting an application on RedCrest-Probate, by post.
- A copy of the originating motion created by RedCrest-Probate must be included when filing the original will with the Probate Office.
- The original grant will be digital. A printed grant will no longer be issued.
To prepare for the mandate, how can you e-file documents?
In February, InfoTrack launched Court Sync, a document syncing service designed for litigators to keep their matters up to date with the latest information present in the Courts. More recently, Court Sync also allows you to eFile against an existing file you have open with the Court.
Benefits of e-filing with Court Sync:
Court Sync streamlines and improves the electronic filing process on an existing file or case within the Court by allowing you to:
- preview the document you are filing,
- compress, merge or convert the document prior to the electronic lodgement,
- import filing receipts and lodged documents back into your practice management system.
How do I know if my client has passed away?
In March, InfoTrack acquired WillNotice, a service that helps you match the wills of your clients to recent death notices. WillNotice automatically matches the client names you have in your Practice Management System against death notices, saving you time going through newspapers. Currently live in NZ, WillNotice is coming soon to Australia.
When making the shift to digital, lean on your technology provider to support you in navigating challenges and adapt to regulatory updates to help you maintain business as usual. InfoTrack’s suite of innovative technologies allow you to gain the edge against competitors as your everyday processes become more efficient. With smart technology, your firm becomes more productive and you can spend more time developing stronger client relationships.
InfoTrack’s cloud-based products can be accessed anywhere at any time. To prepare for new regulations and further digitise your processes, get started with InfoTrack today.