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Filling Out Your Probate Forms - Tips for making a successful application

Tips for making a successful application

1. Double-check your documents before you file

It might sound obvious, but take the time to check for typos or mistakes. It's one of the main reasons that forms are rejected.

Make sure exhibits are properly marked and signed. You’ll need to sign some of the probate forms in front of a lawyer, notary public, or a commissioner for taking affidavits. When you sign a document in front of them, it means you’re swearing that the information in the document is true.

2. Don’t leave any questions blank

If there’s nothing to list under one of the fields on a form, write “nil” or “none.” Blank spaces may suggest that information is missing. 

3. Pay attention to timing

The law says you can only file your application with the probate registry 21 days after you’ve given notice to everyone required.

4. Pay close attention to form P2

Many applicants run into trouble when completing the submission for estate grant (form P2). It’s a long form. To avoid making common errors, read our information below on form P2.

5. Understand whether to file a form P3 or P4

Form P3 and form P4 are alternate versions of the affidavit of applicant form. We have more information on what form to use below.

6. Give notice to the Public Guardian and Trustee, if needed

If you need to give notice to the Public Guardian and Trustee, then they must comment on your application. The written comments will be sent to you and you must file them with the court. The probate registry cannot issue you a grant until they receive the comments. See our information on form P1 below for further details.