Wills & Estate Planning
Aged Care Reforms and Enduring Guardianships: Do You or Your Clients’ Documents Need Updating?
Recent aged care and guardianship developments have highlighted an issue that many families, financial planners and accountants may not have considered.
Can an iPhone Note Become a Valid Will? Wheatley v Peek [2025] NSWCA 265 and Kemp v Findlay [2025] NSWCA 46
A recent series of decisions of the New South Wales Court of Appeal serves as an important reminder that estate planning…
Estate Planning | Superannuation, Wills & Contested Estates – Lin v Yim & Anor
A recent decision of the Supreme Court of Queensland in Lin v Yim & Anor [2026] QSC 57 highlights an important risk in Wills…
SMSF – Assessing Capacity to Make a Binding Death Benefit Nomination (BDBN)
In the realm of self-managed superannuation funds (SMSFs), the recent case of van Camp v Bellahealth Pty Ltd [2024] NSWSC 7 has…
What do you need to know about Letters of Administration?
A Letter of Administration is a legal document issued by a Court that grants authority to a person to administer the estate…
What do you need to know about Probate?
Probate is a legal process that validates and formalises the Will of a deceased person. It is the official recognition by a Court…
What do you need to know about Notional Estates?
A Notional estate allows a family provisions claim to include assets that have recently been distributed or not directly owned…
What do you need to know about Testamentary Trusts?
A testamentary trust is an estate planning structure established in a Will to provide for beneficiaries while limiting…
What is Intestate in NSW?
A person who dies without writing a Will is said to have died “intestate”. Dying intestate means that the preferences…
Can I apply to be the executor of an Estate?
The administration of a deceased estate can be carried out by one of the following individuals or entities:
Can I request my entitlement from an deceased estate early?
An interim distribution in New South Wales refers to a partial distribution of the assets of an estate to the beneficiaries before…
Things You Need to Know When Preparing and Executing a Will
A Will is a legal document that specifies a person’s directions for their estate when they die, formally known as a Last Will…
Things You Need to Know When Being an Executor of a Deceased Estate
As an executor of an estate, there are certain duties that you would be responsible for undertaking, such as:
3 Grounds You Need to Know When Contesting a Will
Contesting a Will relates to commencing a family provision claim against the provisions of the Will and the distribution…
6 Grounds You Need to Know Before Challenging A Will
Challenging a Will relates to the disputing the validity of the Will itself. This article is not about challenging the beneficial…
How to Defend a Family Provisions Claim in New South Wales?
What is a Family Provision Claim? A family provision claim is a legal action brought by an eligible person seeking a share…
Top 7 Estate Planning Mistakes Medical Professional’s Make
As with many busy medical professionals, they often fail to take time to consider the long-term effects of certain financial…
How to protect yourself and your clients when making an Enduring Power of Attorney
Given Australia’s ageing population, the importance of Australians needing to appoint a trusted person(s) through an enduring…
