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Understanding estate property transfers

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Understanding estate property transfers

Dealing with real estate in the name of a deceased owner involves lodging one or more applications at Landgate, the state government’s Land Information Authority. The following information will help you understand the process.

Search the title

Before preparing any application you should obtain an up-to-date copy of the certificate of title for the property from Landgate (known as a “title search”). The title search will show you the current owner and identify any mortgages or other encumbrances registered against the land.

From the title search it will be clear whether the deceased is:

  • the sole owner of the property;
  • a co-owner of the land as a joint tenants with one or more others; or
  • a co-owner of the land as tenants in common with one or more others.
Joint tenants

Properties which the deceased owned as a joint tenant with others do not form part of the estate and cannot be disposed of by Will. Ownership of this property passes to the surviving joint tenant. 

To remove the deceased’s name from the title, the surviving joint tenant makes an Application by Survivor (survivorship application) to Landgate. The application must include the death certificate and a statutory declaration. 

Sole owner or tenants in common

Real estate which the deceased owned as a sole owner or as tenants in common with others do form part of the estate and must be sold or transferred according to the directions in the Will or, if there is no Will, the laws of intestacy.

There are three steps involved here:

  1. Firstly, the executor or administrator must obtain a Grant of Probate or Letters of Administration from the Supreme Court of Western Australia. Landgate will not permit property transfers without a Grant from the WA Court.
  2. Secondly, the property must be transferred into the name of the executor or administrator of the estate, in their capacity as executor or administrator, known as an Application by Personal Representative or a transmission application.  This application is an essential first step whether the property is to be sold or transferred to one or more beneficiaries of the estate.
  3. Thirdly and finally, the property can be transferred to the beneficiary named in the Will or sold and transferred to a third party buyer. Landgate describes this application as a Transfer of Land

Visit our Deceased estates property transfers page to see how we can help.

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Our plain-English guide How to manage a deceased estate has practical advice to help you to take charge and finalise the estate.