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Small Estate Form Template for Hong Kong

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Key Requirements PROMPT example:

Small Estate Form

"I need a Small Estate Form for my recently deceased grandmother's estate in Hong Kong, valued at approximately HK$45,000, consisting mainly of a bank account and some personal effects, where I'm the sole beneficiary and applicant."

Document background
The Small Estate Form is a specialized legal document designed for use in Hong Kong when dealing with deceased estates valued at HK$50,000 or less. It was established to provide a more accessible and cost-effective alternative to full probate proceedings for modest estates. The form must be submitted to the Home Affairs Department and includes comprehensive details about the deceased person, their assets and liabilities, and the applicant's relationship to the deceased. This streamlined process helps families and beneficiaries handle estate matters more efficiently while ensuring compliance with Hong Kong's legal requirements. The Small Estate Form is particularly valuable for families who might find traditional probate procedures too complex or costly.
Suggested Sections

1. Deceased's Personal Information: Details of the deceased including full name, HKID/passport number, date and place of death, last known address

2. Marital Status and Family: Information about the deceased's marital status, spouse (if any), and children or other next of kin

3. Estate Value Declaration: Statement confirming the total value of the estate falls within small estate limits (currently HK$50,000)

4. Applicant's Details: Personal information of the person applying to administer the estate, including relationship to deceased

5. Declaration of Assets: List of all known assets of the deceased within Hong Kong

6. Declaration of Liabilities: List of all known debts and liabilities of the deceased

7. Undertaking: Applicant's formal undertaking to administer the estate according to law

8. Verification: Sworn statement confirming all information provided is true and accurate

Optional Sections

1. Multiple Beneficiaries Declaration: Required when there are multiple persons entitled to share in the estate

2. Overseas Assets Declaration: Required when deceased had assets located outside Hong Kong

3. Will Details: Required if the deceased left a will, even if it's not being submitted for probate

4. Prior Applications Declaration: Required if any previous applications have been made regarding the estate

5. Renunciation Statements: Required when persons with prior right to apply are renouncing their rights

Suggested Schedules

1. Schedule A - Asset Details: Detailed itemization of all assets including bank accounts, securities, vehicles, and personal property

2. Schedule B - Liability Details: Detailed list of all debts, outstanding bills, and funeral expenses

3. Schedule C - Supporting Documents: Checklist and copies of required supporting documents (death certificate, HKID, proof of relationship, etc.)

4. Schedule D - Beneficiary Details: List of all beneficiaries with their personal information and share entitlements

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

Public Administration

Banking

Insurance

Estate Management

Professional Services

Government Services

Social Services

Relevant Teams

Legal

Compliance

Probate Administration

Customer Service

Public Relations

Financial Advisory

Social Services

Document Processing

Estate Administration

Relevant Roles

Legal Officer

Estate Administrator

Probate Clerk

Bank Manager

Financial Advisor

Public Service Officer

Commissioner for Oaths

Legal Assistant

Compliance Officer

Social Worker

Family Service Coordinator

Trust Officer

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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