How do I obtain a copy of the statement of assets and liabilities?

The lodging party can download the statement of assets and liabilities from their case on CourtSA, found under the documents tab.

If you are not the lodging party you will need to email the Probate Registry stating your name/your client’s name, the deceased’s name, date of death, your relationship to the deceased and the reason why you require a copy of the statement from the Probate Registry.

A residual beneficiary of an estate or a person entitled to file a claim under section 115 of the Succession Act 2023 (SA) may request a copy of the statement of assets and liabilities from the Registry if an executor or administrator of a deceased estate does not provide a copy to that person upon request. A request should also first be sent to the lawyer who obtained the grant on behalf of the executor or administrator of the estate, if any.

Upon receipt by the Probate Registry your request will be considered at the discretion of the Registrar of Probates and you will be notified of the outcome.

Please note that the statement of assets and liabilities is not a public document.