Legal Professionals
Specialist Probate Support for Legal Professionals
Streamlining Probate Administration Across Victoria & NSW
With over 35 years of specialised probate experience
I partner with law firms to enhance efficiency, reduce administrative burdens, and elevate service quality. Operating from Albury/Wodonga, I provide trusted support tailored to the unique challenges of Victorian and NSW jurisdictions, helping your team excel in probate administration.
Specialist Probate Services
Supporting Law Firms Across Victoria & NSW
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From the first instruction to final asset distribution, I streamline the entire probate process, offering meticulous attention to detail at every stage:
Asset and liability discovery
Preparation of cost agreements including detailed scopes of work
Applications for grants of representation
Redemption of assets and payment of liabilities
Share portfolio in specie transfers or redemptions, superannuation claim staking
Compliance with challenge periods
ATO notifications, taxation clearance, estate distributions, assets appropriations, deeds of release
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Complex matters cases demand expertise. I specialise in drafting high-quality legal documents, ensuring compliance and accuracy:
Affidavits for intricate probate and letters of administration applications
Family provision claim documentation
Deeds of family arrangement
Court requisitions
Reseals
Cross-border matter support (VIC/NSW)
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Strengthen your firm with tailored resources and training:
Customised precedent creation
Enhanced workflow systems
Paralegal mentoring and skill-building
Practical education on cross-border processes
Imagine a team confident in managing complex probate files, requiring minimal supervision while maintaining exceptional standards. My training transforms capability into confidence.
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In an industry where probate training is scarce, I provide hands-on guidance that empowers your paralegals to:
Understand probate terminology through one-on-one or group mentoring including workbooks, checklists and real-life examples
Distinguish compliant and informal wills
Oversee estate files and draft documentation relating to discovery, cost agreements, grants, redemptions, share transfers, claim staking, estate challenges, taxation and distribution
Manage probate files cost-effectively and efficiently
Why It Matters:
Building an empowered and skilled paralegal team means:
Reduced supervision needs
Streamlined workflows
Enhanced client satisfaction
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Perfect for sole practitioners or small firms, my one-on-one consultations provide tailored support for specific challenges:
Technical probate applications
Requisition responses
Precedent access and improvement
Complex case management
With direct access to my expertise, you can confidently navigate complex matters without the overhead of additional staffing.
Our Approach
Why TJ Probate Consulting?
Expertise You Can Rely On
Decades of experience and a track record of success make me a trusted partner for law firms. I stay updated on evolving regulations, ensuring every matter is handled with precision.
Collaborative Approach
I work alongside legal professionals to complement your services, not compete with them. When executors need legal advice, I refer them to trusted solicitors and specialists within my network.
Cross-Border Advantage
Operating on the VIC/NSW border, I provide seamless solutions for cross-jurisdictional matters, handling the nuances unique to these matters with ease.
Confidentiality Assured
Your clients’ trust is paramount. I maintain strict confidentiality and uphold the highest ethical standards in all interactions.
Expert Support,
Proven Results
Supporting Law Firms
Across Victoria & NSW
“We have worked with Tracey for the past 20 years and her service, knowledge and professionalism has been excellent. Tracey is a pleasure to work with and has assisted our practice to provide high level probate services to our clients.”
Norm Boyd
Norman A Boyd & Associates
“Tracey is professional, efficient and very knowledgeable. We would highly recommend her service to anyone requiring support in Probate and Estate administration matters. “
Rebecca Healy
Nevin Lenne Gross Solicitors.
“Tracey was an invaluable support for our probate dept during a time of need. Her expertise and knowledge is exemplary, as was her willingness to integrate into our team and work environment. I’d highly recommend Tracey to any firm in need of a highly competent and professional probate clerk.”
Matthew Rogers, Director
Kell Moore Lawyers and Conveyancers
“Tracey was knowledgeable and worked hard to ensure my staff understood her training and had answers to all of their questions. The one-on-one training was definitely value for money for my small practice.”
Eve Foster, Principal Lawyer,
Foster Legal Lawyers
Still have questions?
We have answers.
01 How can you improve our probate workflows?
I analyse your current systems, identify inefficiencies, and implement tailored solutions like customised precedents, streamlined workflows, and staff training to enhance productivity.
02 Do you work with cross-border matters?
Yes, I specialise in VIC/NSW cross-jurisdictional matters, ensuring all requirements are met seamlessly and efficiently.
03 What type of training do you offer for paralegals?
I provide customised training designed to empower paralegals with skills in probate file management, compliance with legal standards, and managing cross-border complexities. The training is hands-on and tailored to your team’s needs.
04 Can you assist with complex probate matters?
Absolutely. I have extensive experience handling complex matters, including informal wills, intestacy, foreign and multi-jurisdictional estates and reseals. I can provide strategic guidance and document preparation.
05 How quickly can I access your services?
I aim to be as responsive as possible. Initial consultations can typically be scheduled within a week, and urgent matters are prioritised.
TJ Probate Consulting operates as a support service to legal professionals, working collaboratively with law firms while maintaining strict confidentiality and professional standards. All services are provided in conjunction with qualified legal professionals.
Simplify Probate Today
Your Trusted Probate Partner
Working with TJ Probate Consulting means gaining a partner committed to your firm’s success. Let’s collaborate to streamline your probate practice, empower your team, and enhance client satisfaction.