Indicative terms in 24 to 48 hours · Panel of bank & non-bank lenders · Windsor Finance is a broker, not a lender
Estate & probate finance

Probate property finance for estate property in Australia

An estate is asset-rich and cash-poor. Windsor Finance arranges short-term finance secured against estate property so executors and beneficiaries get cash now and settle the estate properly, without a forced sale at the wrong price.

Secured against the estate Indicative terms in 24–48 hrs Bank & non-bank panel Broker, not a lender

The will leaves a house worth $1.4m, but until grant of probate comes through, nobody can sell it, refinance it, or draw a cent against it. Meanwhile the bills do not pause.

We are a finance broker, not a lender. We take your situation to a panel of Australian bank and non-bank lenders, then place it with the one that lends on probate and deceased-estate security.

When probate is slow

When the estate has a deadline and probate is slow

Probate in Australia commonly takes several months from the date of death, longer where the will is contested, assets sit across multiple states, or the registry is backlogged. During that window the executor holds legal responsibility but limited liquidity. The pressures that arrive in that gap are real and time-stamped.

In each case the value exists. The access does not, yet. That timing mismatch is the whole problem, and it is exactly what short-term property finance solves.

Buy out other beneficiaries

One beneficiary wants to keep the family home but cannot access their inheritance to fund the buyout until the estate distributes.

A tax or duty deadline

Death duties, capital gains on a sold asset, or an outstanding tax debt fall due before the estate has cash.

An existing mortgage accruing

A mortgage on the deceased's property keeps accruing interest and the lender is pressing for payment.

Holding costs on a vacant home

Rates, insurance and maintenance run on a vacant property month after month while probate is pending.

The products

The finance that bridges the probate gap

Two products fit most probate situations. Both are short-term, both are secured against property, and both are designed to be repaid from a clean, defined exit, usually the sale of the estate property or the grant of probate releasing the inheritance.

Bridging finance

Short-term, property-secured lending that releases equity ahead of a sale or distribution.

  • Indicative cost roughly 6% to 12% per annum on bank and near-bank bridging.*
  • LVR up to around 75% of value on standard security.*
  • Indicative terms back inside 24 to 48 hours; settlement typically 5 to 14 business days.
  • Best where there is time to package a clean file and the exit is a few months out.

Private and caveat lending

When the deadline is measured in days, private credit funds and private lenders move faster, secured by a first mortgage, a second mortgage behind an existing lender, or a caveat over the interest in the property.

  • The most expensive money on the panel, commonly priced 9% to 18% per annum or as a monthly rate, plus establishment fees.*
  • Settles in 3 to 10 business days where the security and exit are clean.
  • Best for a genuinely urgent buyout, tax deadline, or holding-cost crisis a bank cannot fund in time.

Which one fits depends on how tight the deadline is, how much equity sits in the property, and what the exit looks like. A short call sorts that quickly. Most probate finance is business-purpose or investment-purpose lending; where the borrowing is for a personal or domestic purpose, different rules apply and we will tell you so up front. The purpose of each deal is confirmed in writing before it proceeds.

The process

How fast it actually moves

Speed matters more than headline rate when an estate is under pressure. Here is the honest timeline. Private and caveat options can settle in days; standard bridging runs one to three weeks. Complex estates, contested wills, or unusual security run slower, and we will say so rather than promise a date we cannot hold.

1

Outline the deal

The property, its rough value, the loan size, the deadline and the exit.

Day 0
2

Indicative structures

We come back with one or more indicative structures from suitable lenders. No cost, no commitment.

24–48 hrs
3

Package the file

ID, grant of probate or evidence it is in progress, property details and exit evidence.

Days
4

Valuation & credit

The lender instructs a valuer and runs credit on the security and the exit.

Days
5

Funds release

Private and caveat options can settle in days; standard bridging runs one to three weeks.

Settlement
Straight answers

What executors and beneficiaries worry about, answered

It looks expensive. +
Bridging and private finance are short-term money. A facility held for three months costs roughly a quarter of its annual rate. Weigh that against the alternative: a rushed sale of an estate property often lands tens of thousands below market, far more than the interest on a short bridge. Run the numbers over the actual term before judging.
Can finance even be arranged before probate is granted? +
Often, yes. Some lenders on the panel lend against estate property where the grant is in progress and the executor can evidence the path to it. The structure and pricing reflect the stage. This is precisely the kind of non-vanilla situation a specialist broker places that a single bank declines.
The estate is messy and there is an existing mortgage. +
Workable. Private lending can sit behind an existing lender by second mortgage or caveat, and short-term property lenders price on the security and the exit rather than the credit file. Be open about the full picture up front so the file goes to a lender who will take it.
Who actually borrows, the executor or the beneficiary? +
That depends on the estate, the will, and the structure, and it is a question for your solicitor as much as your lender. We work alongside the estate’s lawyers and arrange the finance once the borrowing party is clear. We do not give legal, tax, or estate advice.
FAQ

Frequently asked questions

How long does probate take in Australia? +
It varies by state and complexity. Straightforward estates often take a few months from death to grant; contested wills or multi-state assets take longer. Finance can frequently be arranged during that window rather than after it.
Can I get a loan against an inherited property before the estate is finalised? +
In many cases, yes, through bridging or private lending secured against the estate property, with the loan repaid on sale or distribution. The lender confirms on application after reviewing the security and the exit.
What can probate finance be used for? +
Buying out other beneficiaries, clearing a tax or death-duty deadline, covering holding costs on a vacant property, or paying out an existing mortgage that is accruing interest, among others.
Do you lend the money yourselves? +
No. Windsor is a broker. We arrange the finance through a panel of bank and non-bank lenders and place your situation with the right one. We hold no own capital, so we have no reason to push one lender over another. Every cost is disclosed in writing, up front, before you commit.

Talk through your estate situation today

If an estate property is tied up in probate and a deadline is bearing down, the fastest next step is a 15-minute call. We look at the property, the timeline and the exit, then come back with indicative structures inside 24 to 48 hours. Structuring and lender shortlisting cost you nothing.

Windsor Finance is a finance broker, not a lender. We arrange finance through a panel of bank and non-bank lenders; lenders approve and lend. All rates, fees and LVRs shown are indicative and subject to lender approval, valuation and your circumstances. Much of our work (development, construction, commercial and most private and bridging finance) is business-purpose lending, generally not regulated under the NCCP Act. The purpose of each deal is confirmed in writing before it proceeds; every cost is disclosed in writing, up front, before you commit. Figures marked * are placeholders.