“Lawyer, I know he has money in Maybank, but I can’t find the passbook. Is that okay?“
“Lawyer, the Original Will has a rusty staple mark on it. Is it still valid?“
In our years of handling estate cases, we often see clients exhausted by multiple trips back and forth, simply because they weren’t sure what documents were needed to start the Probate Malaysia process.
Think of navigating Probate Malaysia like building a house. The lawyer is the architect who designs the legal structure, but your documents are the bricks. If you don’t provide enough bricks, we cannot start building, no matter how fast we want to help you.
To help you save time, avoid frustration, and get your application moving immediately, we have compiled this “Essential Probate Malaysia Checklist.” Before you schedule your appointment, take a moment to “treasure hunt” for these items.
Category 1: Core Documents for Probate Malaysia (The “Must-Haves”)
These are the foundation of your application. Without them, the Probate Malaysia process cannot begin.
1. The Original Will
- Crucial: It must be the Original, not a photocopy.
- WARNING: Please DO NOT staple, paperclip, or laminate the Original Will. The High Court in Malaysia is extremely strict about the physical condition of the Will. Any “tampering marks” (like holes from a stapler) can raise suspicion that the Will was unsealed or altered, leading to a “Query” from the Registrar and requiring an additional affidavit to explain the damage.
2. Death Certificate
- Requirement: The original issued by JPN (National Registration Department), or a Certified True Copy (CTC) from JPN.
- Note: If the death occurred overseas, the foreign death certificate may need to be translated and notarized to be accepted for Probate in Malaysia.
3. Executor’s Identity Card (IC)
- A clear photocopy of the Executor’s MyKad (front and back).
- If the Executor is a foreigner, a copy of the Passport bio-data page is required.
Category 2: Proof of Assets (The “Treasure Map”)
You don’t need to calculate the exact total to the cent, but your lawyer needs the “Identity Details” of every asset to list them in the court papers.
1. Bank Accounts
- We Need: Bank Name, Branch (if known), and Account Number.
- Documents: Latest Bank Statement, Savings Passbook (front page), or Fixed Deposit (FD) Slips.
- Tip: If you cannot find the latest statement, an old one showing the Account Number is usually sufficient to start the Probate Malaysia filing.
2. Real Estate / Property
- We Need: The Property Title Deed (Geran).
- Documents:
- If you have the Title: A copy of the Geran.
- If the Title is not yet issued (Master Title): A copy of the Sales & Purchase Agreement (SPA) and the latest Loan Statement.
- Helpful extras: The latest Assessment Tax (Cukai Pintu) or Quit Rent (Cukai Tanah) bills often contain vital details like the Title Number or Mukim.
3. Vehicles
- We Need: Vehicle Registration Number (Plate No.) and Chassis/Engine Number.
- Documents: The Vehicle Registration Card (Grant) or a screenshot of the digital Road Tax from the MyJPJ app.
4. Shares & Investments
- Documents: Bursa Malaysia CDS Account Statement.
- Latest Annual Statement for any Unit Trusts (e.g., Public Mutual, ASB).
5. Insurance Policies
- We Need: All insurance policy contracts.
- Why? We need to check if there is a Nomination. If a beneficiary is nominated (and is still alive), the insurance payout goes directly to them and bypasses the Probate Malaysia process. If there is no nomination, it must be included in the Grant of Probate.
Category 3: Beneficiary Information
The beneficiaries usually do not need to attend court, but their details are required for drafting the legal papers.
1. Identity Documents of All Beneficiaries
- Photocopies of ICs for all beneficiaries named in the Will.
- If a beneficiary is a minor (under 18), provide a copy of their Birth Certificate.
Category 4: Liabilities (Debts)
Probate Malaysia is not just about distributing wealth; it is also about settling debts. Listing these accurately helps calculate the Net Estate value.
1. List of Debts
- Housing Loan statements.
- Hire Purchase (Car Loan) statements.
- Credit Card bills.
- Personal Loan statements.
Common Questions (FAQ) about Probate Malaysia
Q: What if I can only find a photocopy of the Will, not the Original?
A: Please inform us immediately. This changes the process from a standard Probate to a “Probate of Copy Will.” We will need to file extra evidence to prove to the High Court that the Original was lost (e.g., in a fire or flood) and not destroyed by the deceased with the intention to revoke it.
Q: I suspect there are more bank accounts, but I don’t know which banks. What should I do?
A: Try to search thoroughly before we file. If you discover new assets after the Grant of Probate is issued, we have to apply for a “Subsequent Order” to amend the list. This costs extra time and legal fees, so getting it right the first time is the most cost-effective strategy for Probate Malaysia.
Don’t Let Paperwork Delay Your Probate Malaysia Application
Looking at this list, it might seem like a lot of paperwork. Don’t panic. You don’t need to have every single item perfect before you contact a lawyer.
The most critical items to start the Probate Malaysia application are the Original Will, Death Certificate, and Executor’s IC. The supporting asset documents can often be gathered as we proceed with the drafting.
Ann & Ain recommends: Screenshot this list now. When you are ready to sort through your loved one’s documents, this checklist will be your best guide.
Have you gathered the essentials?
Don’t let the documents sit gathering dust. Bring them to us for a document review. We will verify that everything is in order and launch your Probate Malaysia application immediately. Click here to WhatsApp us and book a Document Review Session
