There is no requirement that an executor must accept the executorship role, even if it was agreed to do so. But relinquishing executorship should be done as soon as practical if you don’t wish to act and have not dealt with the estate. You can resign your appointment as executor by renouncing your right to probate of the deceased’s will, that is you renounce probate. Continue reading
The legal formalities to make a valid will require the will-maker to sign their will in the presence of at least two people, acting as formal witnesses to the event. Signing a will in front of witnesses fulfils a protective function. Can anyone witness or attest the signing of a will? And what must they do ? Continue reading
If you die without leaving a will you are said to die “intestate”. In the absence of instructions left in a valid will, who will inherit your property? Succession law contains strict rules to deal with this problem. Continue reading
Updating a will might seem a troublesome chore, but circumstances can change from the time it was made. The changes might produce unintended and unwanted outcomes in the event of death. Therefore reviewing a will is important to keep its contents in line with intentions. Regularly reviewing your will is important so it reflects your intentions. Continue reading
Why make a will and what can it do? Dying without leaving a will, or leaving an invalid one, is to die intestate. Dying intestate means property left (the estate) is distributed according to the intestacy law. The intestacy law has been prescribed by legislation as the ‘default’ rules to apply in these circumstances. The problem is that the intestacy formula for distribution may not produce the desired outcome. Continue reading
A will documents a person’s intentions for what they want to have happen when they die. To make a legally valid will means complying with all the prescribed legal requirements. Continue reading
What is a will? It is a testamentary document in which a person sets out their intentions for the distribution of their property when they die. Continue reading
Intestate to most people means dying without a will. But even if a person has left a will, sometimes, for some reason or another, it doesn’t effectively dispose of all of their property. If that happens, the identified property falls into the residue of the estate and distributed according to the intestacy rules. This is called a partial intestacy. Continue reading
Who can make a will? To make a will a person must be an adult and have the required mental capacity. A will made by a minor, being under 18, is generally invalid under State and Territory wills and succession legislation. Exceptions relate to contemplation of marriage, or altering or cancelling a prior will. If the contemplated marriage does not take place, the will is invalid. The court may authorise a minor to make, alter or cancel a will. Continue reading
However ift over to a substitute beneficiary
A “gift over” in a will is when a willmaker has provided that if their intended beneficiary dies or does not survive them within the required time by law, the gift passes over to a substitute beneficiary they have nominated instead to inherit. The substituted beneficiary is really a second recipient chosen to inherit or take the gift should an event occur, here the death of the first or primary beneficiary. Other conditions and contingencies may apply depending on what the will says and surrounding circumstances. See infographic.
- “My issue” – considering the meaning of “issue” in wills
- Who can oppose a grant of probate?
- Early inheritance issues and family provision
- Missing or lost original will – can a copy be used?
- Testamentary freedom in Australian law and family provision claims
- Contemplating marriage and making a will
- Contesting a will – time limits on making an application
- “Contrary intention” in succession law and will-making
- Meaning of words in a will – resolving differences in a farmland context
- Leaving an unsigned will – second thoughts or intended last words?
- Meaning of stepchild when contesting a will
- Stepchild contesting a step-parent’s will – Queensland
- Elder Abuse World Awareness Day – June 15
- Severing a joint tenancy unilaterally
- Estranged child left out of a will – claiming family provision
- Lost or missing will – where to enquire?
- Step-grandchildren described as “descendants” and “children”- can they inherit?
- Personal items or chattels in a deceased estate
- Probate litigation costs
- Personal possessions – interpreting their meaning and entitlements
- Murrumburrah Courthouse (former) 1880, NSW
- “Issue children” – some issues with words
What is the legal meaning of issue, remoter issue and similar terms in wills? Does it mean children? Are all descendants entitled to inherit in the same way? Find our more about this flexible term “issue” here. Continue reading
To oppose a grant of probate, or contest a will, you need to be able to show that you have a legal interest in that deceased estate. Continue reading
An early inheritance of a mortgage-free home was given to the younger daughter at the time of her marriage. It was well understood by all family members at the time that the other older daughter would receive her inheritance when the last parent died. However things didn’t go to plan.
Probate applications require production of the original will. But what if the original can’t be found? In certain circumstances a Court will recognise a lost will and admit a copy of it to probate.
Being free to dispose of your property how and to whom you wish, that is the freedom of testamentary disposition is, as a Supreme Court judge said a “prominent feature of the Australian legal system. Its significance is both practical … Continue reading
Normally under Australian succession law marriage cancels a will (that is revokes the will) – unless the will was made in contemplation of marriage. In some states and the ACT testamentary arrangements can be made in contemplation of entering into a registered relationship or partnership.
Time limits apply under family provision law within which to contest or challenge a will. If this time has passed it is possible to apply to the Court for an extension, but whether it is granted will depend on the circumstances. In this case the application was unsuccessful, being some years out of time.
Image: Coat of Arms, Broken Hill Courthouse, NSW, by B Stead.
Many provisions in state and territory legislation on succession and wills allow for a willmaker to express a contrary intention in their will to override the statutory rule. Where a provision of succession legislation contains these words, it means that the statutory rule can be displaced, that is not apply in the administration of their estate, if a willmaker has expressed a different intention on the matter in their will as to what they want to have happen.
The meaning of words and phrases used by a will-maker when leaving a specific gift may adequately express their intentions, at least to them at the time. However sometimes matters connected with the gift may arise down the track during administration of the estate, raising questions of interpretation.
Sometimes an unsigned will is left in situations where the willmaker, in consultation with lawyers, has been in the process of making a new will, but died before the requirements to make a valid legal document were completed. Leaving such … Continue reading
A stepchild’s eligibility under the statutory rules for seeking provision from a step-parent’s deceased estate can be difficult.
In a Victorian case1 the executor of a deceased estate applied to the Supreme Court to have a claim for family provision dismissed.
The claim was brought by the adult daughter of the deceased’s former domestic partner, who had died some years before. She had been left out of his will, despite assurances and promises to the contrary. The deceased had left everything to his new domestic partner.
In a Queensland case a stepchild was left out of the will of a step-parent. He subsequently sought provision from his step-mother’s estate. She had no natural children of her own. Her husband, the applicant’s father, had pre-deceased her. The applicant was her only step-child. In another situation a claim was brought by seven step-children for adequate provision out of their deceased stepmother’s estate.
Elder abuse can take different forms. It can range across financial, psychological, physical and emotional neglect causing harm and distress to the older person. It may be intentional or not. Critical issues having potential to generate abuse of older ones involve legal capacity, and undue influence in entering into guarantees for family members and others, and reverse mortgages. Carers misusing their influence is another area. Financial abuse can surface in various ways, one in particular is placing pressure on an older person to make or change their will.
Many couples own their home together as joint tenants under a joint tenancy. Under a joint tenancy an important legal consequence to remember with this type of property co-ownership is the legal right of survivorship. The right of survivorship means that … Continue reading
An estranged daughter, one of two sisters and the only children of their deceased mother, were engaged in legal proceedings in a contest over their mother’s deceased estate.1 In The Supreme Court of New South Wales, it was said that … Continue reading
Missing wills or a lost will seem to be more common than one would think. Some people store important personal documents in unusual places without informing their executor where. Here are some suggestions on next steps after a thorough search has not been successful.
If the words “descendants” and “children” are being used to describe beneficiaries in a will, is it intended by that any step-grandchildren are included? Continue reading
Personal things can have great sentimental value, and depending what they are, maybe commercial value. Continue reading
Increasingly, it is not always automatic that costs of challenging a will for more provision will be paid out of the deceased’s estate. Courts may take into account the conduct of the litigants towards each other in regard to their efforts in resolving their differences before hearing. Continue reading
Leaving gifts of personal possessions seems easy to do – until someone else has to interpret what was meant in the words used in the will. Continue reading
The word “issue” is a legal term meaning all of a person’s descendants; not just their children. It is easy to overlook this and the potential unwanted consequences for what is intended, if not used correctly when working out wording in a will. Continue reading