The process of obtaining Probate

Probate is a grant made by the Supreme Court of New South Wales that ‘proves’ the Will of a deceased person and vests title to the estate’s assets in the named executor/s. This is the official process that enables the executor to legally deal with the deceased’s...

Death and superannuation benefits

It is important to understand the interplay of the laws governing superannuation, tax and succession when planning your estate. Appreciating how these laws interact can help avoid some common pitfalls in estate planning and may have a significant impact on the net...

Secret relationships and not having a Will

Disputes over a deceased’s estate are complex, emotionally draining and risk depleting assets that would otherwise be available for distribution to beneficiaries. That is why having a valid Will and a Binding Death Benefit Nomination (BDBN) makes good sense. A Will...

The Process of Obtaining Probate

Probate is a grant made by the Supreme Court of New South Wales that ‘proves’ the Will of a deceased person and vests title to the estate’s assets in the named executor/s. This is the official process that enables the executor to legally deal with the deceased’s...

Why everyone needs a Power of Attorney

Most people over 18 years of age should consider having a Power of Attorney in place. A Power of Attorney is a legal document made by a person (known as the principal) that authorises one or more others, on behalf of the principal, to do anything the principal can...

What a Will Kit doesn’t do

There are various ‘Will Kits’ available on-line – most are cheap or ‘free’ and all you need to do is download them and fill in the blanks. Many websites boast that you can prepare your Will ‘without spending hundreds of dollars on legal fees’. Simple, right? Not...