Defending a Family Provision Claim: Guidance for NSW Executors

Defending a Family Provision Claim: Guidance for NSW Executors

As an executor, you carry the important and often complex responsibility of carrying out the wishes set out in a deceased person’s Will. If you are defending a Family Provision Claim in NSW, this role becomes even more challenging. A claim arises when someone argues...
When is Probate not Required in New South Wales?

When is Probate not Required in New South Wales?

When someone dies, they may leave a Will appointing one or more executors to manage their affairs. The executor’s duties typically include: making funeral arrangements identifying, collecting and valuing the deceased’s assets notifying account providers and government...
Beyond the Basic Will: When You Need a More Complex Estate Plan

Beyond the Basic Will: When You Need a More Complex Estate Plan

A Will is one of the most important documents you will ever sign. For many Australians, a simple Will, leaving everything outright to a spouse or dividing it equally among the children does the job adequately. It provides clarity and avoids the uncertainty of dying...
Severing a Joint Tenancy: What You Need to Know

Severing a Joint Tenancy: What You Need to Know

A joint tenancy is a common way for two or more people to own property together in Australia, particularly for married couples or domestic partners. However, life changes and sometimes what made sense at the start no longer does. This can lead to a situation where one...
5 Estate Planning Tasks You Can Do Today

5 Estate Planning Tasks You Can Do Today

Estate planning is about taking control of your future and looking after yourself and your loved ones. It’s about protecting what you have, and planning for the inevitable, and the unforeseen. Many people put it off, thinking it’s only for the wealthy or elderly, but...
Married overseas? Here’s why you need a Will.

Married overseas? Here’s why you need a Will.

We recently assisted a client whose spouse passed away without a Will. Despite being married for over 50 years, the Court questioned the legitimacy of their relationship due to the absence of a formal marriage certificate. Back in the day, in some countries, official...