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Family Provision Claims in a Deceased Estate

A common question posed by our clients is: “who can challenge my will if they believe I should have left them something, or I have not left them enough?”  While a willmaker has the freedom to distribute their assets as they see fit, this freedom is not absolute. It is crucial to regularly update your will for peace of mind in light of your changing circumstances.

Understanding Family provision Claims

Whilst a willmaker has the freedom to make a will leaving their assets to whomever they like, this freedom is nowhere near absolutely. It is still essential that you always update your will. In our experience, we see that people tend to focus on ensuring they have a will when they go overseas or when they purchase property but it is important for peace of mind to have a will at all times. In New South Wales, the law recognizes that a willmaker has a responsibility to provide for certain individuals who may have a “moral” claim to their estate. This is particularly relevant in the context of family provision claims, especially for those who feel they have been left out of a will.  Here’s a summary of who can contest a will based on this legal framework: [...]  READ MORE →

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Capacity Issues In Estate Planning

Establishing legal capacity is crucial, especially when contesting a will. It’s not always as straightforward as it sounds. The Supreme Court case of d’Apice v Gutkovich illustrates this complexity. In this case, Irene Abrahams (the deceased) was found to have the capacity to make a will, despite a prior decision by Guardianship Tribunal indicating she could not manage her affairs.

What is Legal Capacity?

Generally, legal capacity requires a person to:

  • understand the facts involved regarding the decision to be made;
  • comprehend the choices available;
  • Evaluate those choices and their likely effects;
  • Communicate the decision clearly.

It’s important to note that legal capacity requirements vary depending on the context. For wills, the foundational principles were established in the 1870 case of Banks v Goodfellow, which has withstood the test of time. [...]  READ MORE →

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Contesting a Will

Contesting a Will

Contesting a will occurs where a person claims they have not received adequate provision under the deceased’s will. The law permits a Will to be altered after the consideration of several factors.
It begins with the drafting of a will. The will maker attempts to balance the competing interest of beneficiaries that they believe should benefit. Our Estate Planning Solicitors will be able to advise as to the moral obligation that may be owed to the various parties in your life. If one of these parties feels as though they deserve more or are entitled to more, they would likely exercise their right under the Family Provisions Act and contest the will to seek adequate provision. [...]  READ MORE →