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Estate Affidavit Template for Hong Kong

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Key Requirements PROMPT example:

Estate Affidavit

"I need to prepare a Hong Kong Estate Affidavit for a simple estate where the deceased passed away on January 15, 2025, leaving a valid will naming me as sole executor, with all assets located in Hong Kong."

Document background
The Estate Affidavit is a fundamental document in Hong Kong's probate process, required when applying for a grant of representation to administer a deceased person's estate. This sworn statement must be prepared in accordance with Hong Kong law and practice, particularly the Probate and Administration Ordinance (Cap. 10) and related regulations. The Estate Affidavit contains crucial information about the deceased, their assets and liabilities, the basis for the application, and details about beneficiaries. It serves as the primary evidence supporting the application for grant of probate or letters of administration, and must be sworn before an authorized person such as a solicitor or notary public. The document is essential for both testate (with a will) and intestate (without a will) cases, though its contents may vary accordingly.
Suggested Sections

1. Title and Introduction: Identifies the document as an affidavit, the jurisdiction (Hong Kong), and the related estate matter

2. Deponent Information: Details of the person making the affidavit, including full name, occupation, address, and relationship to the deceased

3. Deceased's Information: Full details of the deceased person including full name, last address, date of death, and occupation

4. Basis of Application: Explains the deponent's right to make the application (e.g., executor named in will, closest living relative)

5. Estate Details: General statement about the nature and approximate value of the estate

6. Search Statement: Declaration that searches have been conducted for a will or other testamentary documents

7. Truth Declaration: Formal statement confirming the truth of the contents

8. Signature and Attestation: Space for deponent's signature and attestation by authorized person (usually solicitor or notary public)

Optional Sections

1. Will Details: Required when there is a valid will, including details of the will's date and executors

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

3. Multiple Applicants Statement: Required when there are multiple persons entitled to apply for administration

4. Renunciation References: Required when certain entitled persons have renounced their right to administer the estate

5. Minor Beneficiaries: Required when there are beneficiaries under the age of 18

6. Previous Grants: Required when there have been previous grants of representation relating to the estate

Suggested Schedules

1. Schedule A - Assets: Detailed inventory of all assets of the deceased in Hong Kong, including bank accounts, properties, vehicles, and personal effects

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

3. Schedule C - Foreign Assets: Inventory of assets located outside Hong Kong (if applicable)

4. Schedule D - Beneficiaries: List of all beneficiaries, their relationships to the deceased, and their entitlements

5. Appendix 1 - Supporting Documents: List of all documents attached to support the affidavit (death certificate, will if any, etc.)

6. Appendix 2 - Property Valuations: Professional valuations of significant assets (if required)

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses




















Relevant Industries

Legal Services

Financial Services

Private Banking

Wealth Management

Estate Planning

Professional Services

Notary Services

Real Estate

Banking

Insurance

Relevant Teams

Legal

Compliance

Wealth Management

Private Banking

Estate Administration

Probate Administration

Document Processing

Client Services

Risk Management

Relevant Roles

Probate Lawyer

Estate Planning Attorney

Private Wealth Manager

Trust Officer

Legal Executive

Probate Clerk

Estate Administrator

Private Banking Relationship Manager

Compliance Officer

Legal Administrator

Notary Public

Commissioner for Oaths

Estate Planning Consultant

Probate Paralegal

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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