We understand that dealing with a deceased estate is one of the more difficult challenges in life. From mountains of paperwork to legal jargon and simmering family disputes, they’re the last things you want to deal with when you’re grieving the loss of someone important in your life.
So, let us help you by:
- Interpreting the Will of the deceased in terms of estate laws.
- Advising executors and trustees in relation to their duties and rights.
- Notifying government bodies including Centrelink and Veterans Affairs .
- Applying for Probate of the Will in the Supreme Court.
- Dealing with intestacy (if there is no Will).
- Applying for letters of administration (if the Will is deemed invalid or is absent).
- Identifying estate assets and liabilities.
- Obtaining valuations of estate property.
- Collecting estate financial assets including superannuation, bank funds, shares, outstanding loans and insurance payouts.
- Selling or transferring estate property including estate auctions.
- Paying estate debts including mortgages, funeral costs and testamentary expenses.
- Advising in regard to family and testamentary trusts.
- Administering trust funds.
- Distributing bequests and inheritances to beneficiaries.
- Organising information for estate tax returns.
- Family mediation and negotiation.
- Contesting wills and defending estate litigation in the Supreme Court.
Those last two options tend to arise where you or someone else has been left out of a Will or have been unfairly treated in terms of the amount of your inheritance. In those circumstances, you or someone else may be able to make a claim against the estate.
The types of people who may be entitled to claim include people who had a relationship with the deceased such as wife or husband, de facto or same sex partner, former spouse or former de facto partner, child or step-child or grandchild, parent of a child of the deceased, parent or sibling, someone who was financially dependent on the deceased or carer of the deceased. This is a very general guide only so please contact us to discuss your particular circumstances.
You have only 12 months from the date of death to make a claim. In certain circumstances, we might be able to obtain an extension of the time limit, so please contact us to discuss your situation.
You can also challenge a Will if you believe that the Will is a forgery or if the person lacked the mental capacity to make the Will. You can also challenge a Will if you believe that undue influence was brought to bear upon the deceased or if there was fraud involved.
If you want to make a claim, we can assess your claim and discuss the particular circumstances that may be relevant. If it’s worth continuing, we will contact the executors and notify them of your claim. We will then gather evidence, prepare documents and make an offer to the executors. Many claims are settled through negotiation at this stage.
If the matter isn’t resolved, we can prepare and file documents with the Court to initiate proceedings. We can still negotiate and, in some cases, mediation will be required by the Court.
Failing all else, we will proceed to hearing where the evidence will be presented and the Judge will make a final decision. We have a great deal of experience in this area and are well-equipped to guide you and strongly advance your claim.