SR Wills & Estates Practice Areas
Our Lawyers are highly experienced and ready to represent you in any inheritance matter. We specialise in Dispute Resolution, Mediations, Family Provision Claims, Defense of an Estate from any unwarranted claim and all other Estates Dispute issues with a focus on fast, positive outcomes for all parties.
Wills
A Will is a document that explains what you want to happen to your assets after you die. These assets are called your estate and may include your house, land, car, bank accounts, jewelry, clothes, household goods, or investments. A will can also deal with how your debts will be paid and from what assets. A will may also say who should look after any dependent children under the age of 18.
A Will makes sure that your assets are distributed in the way you would like after you die.
At SR Wills and Estates, we specialize in the drafting of Wills to suit the specific needs of our clients. This includes Testamentary Trusts, Super allocations, and independent estate divisions within a Will.
Our main focus is respecting your wishes and most of all keeping your estate out of court after you are gone. Our Estates specialist has extensive experience defending and contesting estates in the Supreme Court of New South Wales, and the High Court of Australia, working with some of the best Barristers in the field. This enables us to understand where and how people go wrong when drafting such an important document as your Will, and all the small nuances that a non-specialist would miss. Getting it right the first time will save you money and your family any stress after you are gone.
Contact us for a free consultation to discuss your estate planning needs.
Inheritance Disputes & Family Provision Claims
There are many reasons why a person may want to dispute an inheritance matter. You may believe that the Will was written unfairly, or your loved one was influenced into making gifts they didn’t want to make.
A person might not have had the capacity to write their Will, there may be suspicious circumstances surrounding that Will, or you just think you’ve been left out unfairly in an inheritance matter.
In the case of Ioppolo and Hesford v Conti [2013], the mother stated, in her will, that her super entitlements should go to her children. She specifically stated that she didn’t want them to go to her ex-husband. However, she hadn’t received proper legal advice for her estate and SMSF and didn’t have a BDBN (Binding Death Benefit Nomination).
As a result, her ex-husband was able to pay her SMSF to himself. Her children lost out on a large part of their mother’s intended estate.
Regardless of your situation, specialist wills & inheritance advice is essential.
Call us for a free consultation to discuss your particular situation. Read 10 reasons you need a specialist will lawyer.
Estate Planning
A well-thought-out Estate Plan not only saves your family the hassle of not knowing what to do with your estate but also includes tax benefits, superannuation directions, and the protection of your family’s future for generations to come.
Estate planning means your family will receive most of your estate, instead of the taxman.
There is less stress, worry, and grief when your estate plan is carefully laid out. It will also reduce disputes and challenges.
Challenge or Defend a Will
Under the current laws in New South Wales, you have the right to challenge a Will even if you were not included in that Will. We call this a Family Provision Claim. The reason this type of claim exists is to take a look at the circumstances around the creation of the deceased estate’s planning and see whether you were left out because of any unfair or suspicious reasons or circumstances.
Our Estates team has years of experience defending and challenging inheritance matters. Call 1300 344 960 now for a free (15 minute phone call) consultation.