O’Rourke & Associates provides professional legal advice encompassing strategies, processes and actions) focused on the transfer of your wealth to your designated successors through effective estate administration

O’Rourke & Associates administers estates by:

• Obtaining a grant of Probate (if a Will) or a grant of Letters of Administration (if no will)

• Realisation of assets:

  • Transmission applications for the transfer of company shares, debentures or interests

  • Transmission applications for interests in land

  • sale of estate assets

• Payment of debts in the correct order (including funeral and testamentary expenses)

• Publication of notices

• Investment of estate assets

• Distribution to beneficiaries

• Establishment of trusts provided for in the will

• Advice on:

  • Application of funds for or towards a minors maintenance, education, advancement or benefit

  • Application of income or capital for the advancement or beneficiary

  • Distribution on intestacy

  • Estate accounts

• Reseal of probate granted for assets in another jurisdiction other than NSW, including international jurisidiction

• Preparation of financial accounts for the estate

• Release of executors by residuary beneficiaries