Wills and Probate

Wills and probate is the area of law in which we help you plan what happens to your assets,  property and obligations after your death.

No one likes to think about what will happen when they – or their loved ones – are no longer around, but if you don’t plan ahead, life could become very difficult for those who are left behind. 

Writing a Will

A Last Will and Testament is a legal document that sets out how you wish your Estate (property, belongings, savings, investments and other assets) to be distributed after your death. It can also cover who should deal with your affairs once you have passed on, any wishes for your funeral and who you would like to look after your children.

Our Instruction Sheet for making a Will is a simple place to start to collect the information you will need.

Lawyer meeting with clients for will and probate planning

Who needs a Will?

All adults with appropriate decision making ability have the right to make a Will and leave their property to whoever they like, subject to some overriding rules about caring appropriately for your family and dependents.
Any adult who cares about who receives their property after they die should make a Will.
Making a Will is not something you should leave until you are old. However old you are, you need a Will to protect the interests of your loved ones and ensure your assets go to the people you choose.

 

Wills and Mental Capacity

You need to be 18 or over and have mental capacity for your Will to be valid. This means that you have to understand that you are making a Will and the effects of that Will, the extent of your property and be aware of potential claims against your Estate.

It is also important that the person making the Will is not ‘unduly influenced’.
Our Capacity and Capability Clinic can help with Decision Making Ability evaluation and implementing Supported Decision Making to help resolve concerns about the defensibility and enforceability of a Will.

Remember, to express a preference is NOT the same as making a decision. We need to understand why you want to make your Will in any particular way.

The resources in the ‘What we need you to tell us’ section of our Download Page can help people who want to read briefing material before we meet.

 

Will and probate lawyer meeting hands and book

What happens if you don’t have a Will?

If you die without a Will, you have no say about who your Estate is distributed to after your death.

The law provides a set of arbitrary rules that govern how a person’s affairs are dealt with when they die and do not leave a Will. Normally only a Court order can change these default rules.

Without a Will in place, you could cause your family hardship, worry and even costly legal bills if there is any confusion or disagreement after your death.

 

 

Reviewing Your Will

When was the last time you looked at your Will? Once you have written a Will, it is important to review it regularly and make sure it stays up-to-date with your wishes, especially after life-changing events such as marriage, divorce and the birth of children or grandchildren.

 

 

Dispute Resolution

When there is a disagreement about a Will, we can help find a pathway forward. We have deep expertise in working collaboratively with a person, their family and supporters to deliver the client’s desired outcomes for wealth conservation, estate governance and succession. When necessary we support our clients with our conflict management, alternative dispute resolution and litigation services.

What happens if you don't have a will?

Probate is the name for the legal process of dealing with the Estate of someone who has died. It is the responsibility of the people named in the Will as the executors. If there is no Will, the person is deemed to have died ‘intestate’ (ie without a Will) and we can help you work out what to do next. Someone will become the administrator of the Estate and default legal rules will be applied to the estate, NOT the terms of a person’s Will.

When someone dies, what should you do?

At this most difficult time, we can help you plan what you need to do. This will include:

  • Register the death, obtain copies of the death certificate and register the death certificate with the various financial institutions
  • Locate the person’s Will, check if it contains any funeral wishes and assist the Executors or Administrator of the Estate as needed
  • Collect personal documents belonging to the deceased and make a list of the deceased’s assets and liabilities.
  • Help verify the assets and liabilities as at the date of death and establish who has the authority to carry out the funeral and Estate administration.
  • Working out if Court authority is needed to administer the Estate
  • Working out how the tax liabilities of a person are to be resolved following their death.
  • Working out if there are any special circumstances (like overseas assets and connections) that can affect the Estate.

The grant of probate or letters of administration

After the funeral, you will need to turn your attention to the Estate that the deceased person has left behind. You may need to apply for a grant of representation (grant of probate, if there is a valid Will, or letters of administration, if there isn’t).

The executors or administrators (the personal representatives) may need to make an application to the Supreme Court.  We can help you make the application and complete the forms that are required. One of our main areas of expertise is in advising on the administration of complex Estates.

How long can probate take?

Probate can be a lengthy and complex process, with long tax forms to complete. The whole process can take up to 12 months. It is often much more straightforward and less stressful to get a lawyer to do this for you.

The Law Society of NSW has provided a guide for solicitors doing the work of an Executor. This is a useful guide to the work of an executor and the usual advisers that help in this work.

Need help with a Will or Probate issue? Contact us to learn more.

Probate

Our Wills and Probate Specialists

Michael Perkins Principal Lawyer

Michael Perkins

Lawyer, author, educator

Michael Perkins has over 30 years of expertise in trusts, estates and private practice and he has helped families across generations to preserve and manage their wealth, family and community connections. 

Michael is a mentor and general counsel to businesses and families. He is the co-author of the book “Estate Planning: A Practical Guide for Estate and Financial Services Professionals”, published by LexisNexis and now in its fifth edition.

Zabina Naem, Associate Lawyer

Zabina Naem

Associate Lawyer

Zabina Naem is an Associate Lawyer at Autonomy First Lawyers and a a full TEP member of the Society of Trust and Estate Practitioners (‘STEP’). Zabina is experienced in Wills, Estate Planning, Estate Administration, Trust Law and Property Law, with strong practical knowledge including advising on business succession planning, tax implications in estate planning, the succession of discretionary trusts and self-managed superfunds, drafting and settling discretionary trusts, preparing estate planning documents including Wills, Letter of Wishes, Powers of Enduring Guardianship, Powers of Attorney and Section 100 Statements and assisting clients with applications for Probate or Letters of Administration in contested and non-contested estates.
Clarence Leung Chi Chiu Leung

Clarence Leung

Special Counsel

Clarence Leung  LL.B, LL.M (London); Diploma in Law (Sydney); TEP is Special Counsel at Autonomy First Lawyers and a senior lawyer with over two decades of experience. Proficiently tri-lingual, Clarence is an experienced Private Client lawyer who is skilled in working with clients of diverse backgrounds. A full member of the Society of Trusts and Estates Practitioners (STEP), Clarence has also completed the STEP Advanced Certificate in Cross-Border Estates. He works with individuals, families and trustees in relation to long-term planning needs, governance and dispute resolution.

Outcomes

   Resolving complex decisions

   Protect your loved ones

   Resolve family conflict

   Peace of mind

Make an appointment

To make an appointment, simply call 1300 31 42 82 or email enquiry@autonomyfirst.com