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Estate Funding During Probate, Estate Administration or Family Provision Claims

Estate administration and disputes can take time, often creating financial pressure for executors, beneficiaries and claimants. Estate funding offers a practical solution, providing access to funds before the estate is finalised.
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Simon Bennett, Managing Director and Solicitor practising in wills, estates and probate law in NSW at Southern Waters Legal

Managing an estate, whether you are administering, disputing, or awaiting distribution, can take considerable time. During this period, financial pressure often increases.

If you are:

  • An executor managing estate expenses
  • A beneficiary waiting for your inheritance
  • Involved in a Family Provision Claim

Estate Funding may provide a practical solution.

What Is Estate Funding?

Estate funding (also known as probate funding or an inheritance advance) is a short-term financial solution designed specifically for estate-related matters.

It enables access to funds before an estate is finalised, helping reduce financial strain during what can be a lengthy legal process.

Estate funding can assist with:

  • Covering legal fees and court costs
  • Paying funeral expenses
  • Managing property-related costs and estate liabilities
  • Allowing beneficiaries to access a portion of their inheritance early
  • Supporting Family Provision Claim applicants with legal funding

Repayment is typically made from the estate proceeds once the matter is resolved or distributions are finalised.

How Estate Funding Works

The process is straightforward:

  1. Application submitted
  2. Assessment of the estate and claim
  3. Funding approval (if eligible)
  4. Funds advanced
  5. Repayment from estate assets upon settlement or distribution

Our Trusted Funding Partner

Southern Waters Legal partners with JustFund, a specialist estate funding provider working with law firms across Australia.

JustFund offers tailored funding solutions for:

  • Probate and estate administration
  • Contested estates
  • Family Provision Claims

Explore Your Funding Options

If you would like to determine whether estate funding is available in your circumstances:

Apply Now or Learn More. Alternatively, you can contact JustFund directly on 1300 644 980.

If you would like to discuss your situation with our Estate Planning and Probate team, we are here to assist.

Get in Touch

FAQ
Estate Funding During Probate, Estate Administration or Family Provision Claims
What is estate funding? +

Estate funding is a short-term financial solution that allows eligible executors, beneficiaries and Family Provision Claim applicants to access funds before an estate has been finalised. It can help cover expenses while probate, estate administration or estate litigation is ongoing.

Who can apply for estate funding? +

Depending on the funding provider's eligibility criteria, estate funding may be available to executors managing estate expenses, beneficiaries waiting for an inheritance, and individuals pursuing a Family Provision Claim.

What can estate funding be used for? +

Estate funding can assist with a range of estate-related expenses, including legal fees, court costs, funeral expenses, property costs, estate liabilities and, in some cases, providing beneficiaries with early access to part of their inheritance.

When is estate funding repaid? +

Estate funding is generally repaid from the proceeds of the estate once probate, estate administration or the relevant legal matter has been completed. Repayment terms will depend on the funding arrangement.

Does Southern Waters Legal provide estate funding? +

Southern Waters Legal does not provide estate funding directly. We partner with JustFund, a specialist estate funding provider, and can discuss whether estate funding may be appropriate for your circumstances while advising you on your estate matter.

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