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Probate Affidavit Template for New Zealand

A Probate Affidavit is a formal legal document submitted to the High Court of New Zealand as part of the probate application process. It contains sworn statements by the executor(s) of a will, providing essential information about the deceased, their will, and the estate. The document serves as a formal declaration under oath, confirming the authenticity of the will, the death of the testator, and the executor's commitment to administering the estate according to New Zealand law. It must comply with the High Court Rules 2016 and the Administration Act 1969, forming a crucial part of the legal process required to obtain a grant of probate.

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What is a Probate Affidavit?

The Probate Affidavit is a mandatory legal document required in New Zealand when seeking to obtain a grant of probate from the High Court. This document is necessary when a person dies leaving a will and their estate needs to be administered. The affidavit must be prepared and sworn by the named executor(s) of the will, providing crucial information about the deceased person, their will, and the estimated value of their estate. It serves as the executor's formal declaration under oath, confirming their appointment, the validity of the will, and their commitment to administering the estate according to law. The document must comply with New Zealand's High Court Rules 2016 and the Administration Act 1969, and typically includes details about searches for later wills, the proper execution of the will, and the estimated value of the estate.

What sections should be included in a Probate Affidavit?

1. Deponent Details: Identity and address of the person making the affidavit, typically the executor

2. Deceased Details: Full name, address, occupation, and date of death of the deceased person

3. Will Details: Date of the will, confirmation it's the last will, and its current location

4. Executor Confirmation: Statement confirming the deponent is named as executor and willing to act

5. Will Execution: Confirmation that the will was properly executed according to law

6. Estate Value: Statement of the estimated value of the estate

7. Search Declaration: Confirmation that searches for later wills have been conducted

8. Administration Promise: Undertaking to administer the estate according to law

What sections are optional to include in a Probate Affidavit?

1. Multiple Executors: Required when there are co-executors, explaining if others are renouncing or joining in the application

2. Will Alterations: Needed if there are any alterations, erasures, or obliterations in the will requiring explanation

3. Foreign Assets: Required when the deceased owned assets in other jurisdictions

4. Witness Details: Extended section needed when witnesses to the will must be traced or their absence explained

5. Testamentary Capacity: Required when there might be questions about the deceased's capacity when making the will

6. Relationship Property: Needed when the deceased was married or in a civil union at time of death

What schedules should be included in a Probate Affidavit?

1. Schedule A - Assets: Detailed inventory of the deceased's assets including real estate, bank accounts, investments, and personal property

2. Schedule B - Liabilities: List of all debts and liabilities of the estate

3. Exhibit A - Death Certificate: Certified copy of the deceased's death certificate

4. Exhibit B - Will: Original will or certified copy attached as an exhibit

5. Exhibit C - Supporting Documents: Any additional documents supporting special circumstances mentioned in the affidavit

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

New Zealand

Document Type

Affidavit

Cost

Free to use

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