Wills & Estates

Dying without a will in the ACT

If a person passes away without a valid will, or a will that does not adequately dispose of their assets, their estate will be distributed in accordance with the rules of intestacy. 

Intestacy is governed by the Administration and Probate Act 1929 (“the Act”) in the ACT. The Act determines who is eligible to inherit from the estate and the order in which assets are to be distributed. 

Who inherits an intestate estate? 

The primary beneficiaries of an intestate estate are typically the partner and children of the deceased. The Act provides for intestate estates to be distributed as follows: 

  • If the value of the estate is less than $200,000, the partner of the deceased inherits the whole estate. 

  • If the value of the estate is higher than $200,000, the partner is entitled to the first $200,000, plus 8% interest per annum calculated from the date of death until the date the partner is paid. 

  • Any remaining balance is distributed between the partner and any children (or grandchildren) of the deceased. If there is one child, the partner receives half of the remainder and the child the other half. If there are multiple children, the partner receives one third of the remainder and the children receive equal shares of the balance. 

  • If the deceased has children and no partner, the estate will be divided equally between the children.  

  • If the deceased died without a partner or children, the parents of the deceased are entitled to the estate in equal shares. 

  • If the deceased died without a partner, children or parents, their next of kin are entitled to the estate. Next of kin are defined as brothers and sisters, grandparents, uncles and aunts, and nieces and nephews. 

  • In the event a deceased leaves behind no family, the ACT government is entitled to the estate. 

Who is considered a partner?

A partner can be a party to a marriage or to a de facto relationship. The Act defines a partner as either:

  1. The spouse, civil partner or civil union partner of the intestate: or

  2. An eligible partner of the intestate. 

An eligible partner is someone who was the domestic partner of the deceased at the time of their death and was either in a continuous relationship with the deceased for at least 2 years, or is the parent of a child of the deceased. 

If the deceased was separated from their partner but not yet divorced, the partner will still be entitled to inherit from the estate. As such, it is important to update your estate planning arrangements to ensure they reflect your wishes, particularly after major life events such as separation. 

It is highly recommended to seek legal advice before administering a deceased estate. If you would like to discuss your situation and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

Author: Amy Davis

There is no valid Will: what happens now?

When a loved one passes away, there are many things to organise, including the administration and distribution of their assets in accordance with their Will.  However, sometimes there is no valid Will; this may be because the deceased did not make a Will (either by choice or because they were mentally incapable of doing so), the Will does not meet the validity requirements set out in the Wills Act 1968 (ACT), the Will has been revoked, or because the deceased failed to update their Will as circumstances in their life changed such that that the gifts contained therein have lapsed or fail.  When this happens, the deceased is known as intestate, and rather than their estate being distributed in accordance with their wishes, it will be distributed in accordance with the intestacy laws set out in the Administration and Probate Act 1929 (ACT). 

The Administration and Probate Act 1929 (ACT) provides for a intestate estate to be distributed in the following manner and priority: 

  1. In the event the deceased is survived only by a spouse (husband, wife, de facto partner), then the spouse will receive the entirety of the deceased’s estate;

  2. If the deceased is survived by a spouse and children, then the spouse will receive the first $200,000 (or as much thereof) of the deceased’s estate plus interest at 8% and thereafter share the balance with the deceased’s children - the exact division of the balance of the estate will depend upon the number of children that survive the deceased;

  3. If the deceased has no spouse, but is survived by children, then the children equally share in the deceased’s estate; 

  4. If the deceased has no spouse, or children, then the estate will be paid to the following categories of people:

    1. Parents of the deceased; 

    2. Brothers and sisters of the deceased; 

    3. Grandparents of the deceased; 

    4. Aunts and uncles of the deceased; and 

    5. In the event there is no person from the above mentioned categories who survives the deceased, then the Australian Capital Territory Government will be entitled to the deceased’s estate. 

Further to the above, if the deceased’s estate comprises of a house, which the spouse of the deceased was residing in at the time of the deceased’s death, then it is possible for the spouse to elect to have the house transferred to them in or towards satisfaction of their interest in the deceased’s estate.

Distribution of an estate in accordance with the laws of intestacy may not achieve the testamentary intentions of the deceased.  For example, if it’s important that friends or charities receive a portion of a person’s estate, such is not possible following the laws of intestacy; this can only be achieved by preparing a valid Will. It is therefore important that individuals prepare a Will and review it every 2-3 years to ensure that it fulfils their intentions. 

If a person does die intestate, it will still be necessary to apply to the ACT Supreme Court for Letters of Administration; this grant will enable the administrator (who applies for and is appointed under the grant) to administer and distribute the estate. 

If you are navigating an intestate estate, or simply want to ensure your estate is distributed in a specific manner, you should obtain specialist legal advice. 

Contact Robinson + McGuinness to arrange an appointment on (02) 6225 7040, by email on info@rmfamilylaw.com.au or get started now online with one of our experienced lawyers.

Author: Peta Sutton

Should I appoint an Enduring Power of Attorney?

An Enduring Power of Attorney allows you to choose who can make decisions on your behalf in the event you lose capacity.

What is the difference between an Enduring Power of Attorney and a General Power of Attorney?

An Enduring Power of Attorney is a legal document that appoints a person (or multiple people) to make decisions on your behalf if you become a person with impaired decision-making capacity. An Enduring Power of Attorney is an important aspect of any estate plan.

A General Power of Attorney is a document that operates while you have decision-making capacity and appoints someone to act on your behalf in relation to financial matters if for example, you are overseas or unable to do so. A General Power of Attorney ends if you lose decision-making capacity.

What is impaired decision-making capacity?

The Powers of Attorney Act 2006 (ACT) provides that a person has impaired decision-making capacity if they cannot make decisions in relation to their affairs or do not understand the nature and effect of their decisions. In some circumstances, an independent medical assessment is required to determine whether someone has decision-making capacity.

What powers does my Enduring Power of Attorney have?

In the ACT, you can appoint an Enduring Power of Attorney to make decisions about the following:

  1. Property matters – this includes managing your finances by paying bills and outgoings, accessing bank accounts, and buying, selling, and investing assets on your behalf.

  2. Personal care matters – this includes decisions about where you live, whether you work or study and your daily care needs such as dress and diet.

  3. Health care matters – this includes consenting to and withdrawing medical treatment.

  4. Medical research matters – this includes consenting to your participation in approved medical research or low-risk research.

You can specify in your Enduring Power of Attorney which powers you wish for your attorney to have and give directions and limitations about the exercise of their powers.

Your attorney must agree to act as your attorney by signing an acceptance on your Enduring Power of Attorney document. Your Enduring Power of Attorney will only be effective in relation to attorneys who have accepted their appointment by signing the document.

We offer fixed fees and package deals in relation to Wills and Enduring Powers of Attorney. If you would like to discuss your situation and how we can assist you, please contact us today at (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

Author: Amy Davis

Contesting a Will – Family Provision Claims in the ACT

The Family Provision Act (ACT) 1969 provides the pathway for certain individuals to contest a Will (or the laws of intestacy in the event there was no valid Will) if the individual feels that inadequate provision for the proper maintenance, education or advancement of life has been made for them under the Will (or by the laws of intestacy). For the Family Provision Act (ACT) 1969 to apply, the deceased must have left property in the ACT, or have died in the ACT.

It is not as simple as saying “I didn’t receive anything” or “I want more”; rather, the applicant needs to be eligible to make a claim and be able to show that they were financially dependent upon the deceased before the deceased’s death.

The following people can make an application to contest a Will in the ACT:

  • A current or former partner of the deceased this includes the deceased’s spouse, de facto partner (having been in a relationship for at least 2 continuous years), or being the parent of a child of the deceased person;

  • A child of the deceased;

  • A stepchild of the deceased – but only if they were maintained by the deceased immediately before the deceased’s death;

  • A grandchild of the deceased – but only if that person’s parent died before the deceased, or if the child is not maintained by their parent immediately before the deceased’s death; or

  • A parent of the deceased – but only if the parent was maintained by the deceased immediately before their death, or the deceased is not survived by a partner or children.

An eligible applicant can challenge the Will by making an Application to the Supreme Court of the ACT within 6 months of the date of a Grant of Probate or Letters of Administration being granted.

The Supreme Court will consider the following in deciding whether they are satisfied that in-adequate provision for the proper maintenance, education or advancement of life of the Applicant was made in the deceased’s Will (or by the laws of intestacy):

  • The character and conduct of the applicant;

  • The nature and duration of the relationship between the applicant and the deceased;

  • Any financial or non-financial contributions made by both the applicant and deceased to the acquisition, conservation or improvement of property of either person (if applicable);

  • Parent and homemaker contributions of the applicant and deceased (if applicable);

  • The income, property and financial resources of the applicant and the deceased;

  • The applicant’s capacity to gain meaningful employment – the Court will also consider that of the deceased while they were alive;

  • The financial needs and obligations of both the applicant and the deceased while they were alive;

  • The applicant and deceased’s respective obligations to support any other person;

  • The terms of any orders concerning the payment of maintenance (both spousal maintenance and child maintenance) relating to the applicant and/or the deceased; and

  • Any other matters the Supreme Court considers relevant.

In the event the Supreme Court is satisfied that inadequate provision has been made for the applicant, it has the power to make orders that it thinks fit out of the estate. The Supreme Court is not restricted to dealing with the residue of the estate (i.e. anything that has not otherwise been specifically gifted), but rather can make orders concerning all property of the estate, including property specifically gifted to other individuals.

Two examples of the type of Orders that the Court may make are, the transfer of ownership of property to the applicant and a lump sum payment to the applicant. To achieve the latter, it may be necessary for the Court to order the sale of specific property.

Family provision claims can be complex and nuanced. In the event you are considering filing a family provision application you should first obtain specialist advice in relation to the evidence that you can give in support of your application, and the prospects of your application being successful.

Contact Robinson + McGuinness to arrange an appointment on (02) 6225 7040, by email on info@rmfamilylaw.com.au or get started now online with one of our experienced lawyers.

Author: Peta Sutton

Capital gains tax in deceased estates

If you have been appointed to administer a deceased estate, it is important to consider the application of Capital Gains Tax (CGT) when disposing of estate assets. CGT can vary depending on a number of factors, including the type of assets involved and the timeframe in which the estate is administered.

An executor (or administrator) may need to sell or transfer estate assets to beneficiaries as part of their role in administering the estate. There can be advantages and disadvantages of selling and transferring assets, which should be considered carefully during this process.  

CGT applies when an asset is disposed that is subject to CGT, known as a CGT event. There are a number of factors to consider in determining whether CGT applies, including:

  1. Whether the asset was acquired before 20 September 1985, when CGT was introduced. Assets acquired before this date are exempt from CGT.

  2. Whether a property was the deceased’s principal place of residence. A CGT exemption may apply in these circumstances, including if a beneficiary sells the property within 2 years of the deceased’s death.

  3. Whether the deceased had shares or investment properties – CGT generally applies to the sale of shares and investment properties, unless a relevant exemption applies.

There are other factors and exemptions that may apply in your circumstances.

If an executor sells an asset as part of the administration of an estate, the estate will be assessed for CGT when a tax return is filed on behalf of the estate. Whilst the proceeds can then be distributed to the beneficiaries as a gift, the overall value of the estate may be reduced by the application of CGT. As deceased estates are treated as individuals for tax purposes for the first three years, there may be benefit in selling assets over the course of that period to take advantage of the tax free threshold.

In the alternative, an executor may transfer estate assets to beneficiaries in specie (in its current form). This means no CGT is immediately payable on the transfer, but will rollover and apply to any future sale of the asset. As such, it is important to consider CGT before transferring specific assets to beneficiaries, particularly shares and other investments.

It is recommended to seek legal and accounting advice before administering a deceased estate. If you would like to discuss your situation and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

Author: Amy Davis

Distribution of a Deceased Estate: When can this occur?

As an executor of a deceased estate one of the biggest questions you might have is “when can I distribute the estate?”.  You’ve gone through the motions of obtaining the Grant of Probate and have taken steps to call in all of the assets. There is money sitting in a bank account, and you have beneficiaries enquiring of you as to when they can have access to the funds.

As tempting as it might be to wrap the process up as soon as possible, it is important that you continue to follow your obligations as an executor and take steps to act in the best interest of the estate.

Executors of a deceased estate in the ACT will need to have regard to and follow the Administration and Probate Act 1929 (ACT).

Section 64 of the Administration and Probate Act 1929 (ACT) outlines that an executor can only distribute the estate once:

  1. 6 months have passed since the date of the deceased’s death; and

  2. That the executor has published a Notice of Intention to Distribute the Estate (a published document that puts all creditors and interested parties on notice that the executor intends to distribute the estate in accordance with the deceased’s Will after the passing of a further specified number of days); and

  3.  All debts of the estate have been paid.

You may be thinking “I already put creditors on notice when I filed my Notice of Intention to Apply for Probate”.  While that is correct, it is important to do so again before distributing the estate; a failure to do so could have significant ramifications for you as the executor.  The period of 6 months following the deceased death is seen to be a reasonable period of time for creditors to raise a debt with the estate.

Further, the Notice of Intention to Distribute will place any potential family provision claimants on notice of your intentions to distribute the estate; those potential claimants have a period of 6 months from the date the Grant of Probate was issued to challenge the Will.

In the event an executor fails to comply with section 64 of the Administration and Probate Act 1929 (ACT), there is a risk that the executor will be personally liable to repay funds into the estate in the event a creditor files a debt with the estate, or a family provision claim is made (in this regard costs will likely be incurred in responding/defending the claim regardless of whether the claim is successful).   

If you are unsure of your obligations as an executor, or what you need to do to ensure compliance with section 64 of the Administration and Probate Act 1929 (ACT), you should seek specialist legal advice from an estate lawyer.

Contact Robinson + McGuinness to arrange an appointment on (02) 6225 7040, by email on info@rmfamilylaw.com.au or get started now online with one of our experienced lawyers.

Author: Peta Sutton

Administration of Deceased Estates

Administering a deceased estate comes with a wide range of responsibilities. This includes managing the deceased’s assets, notifying institutions, paying debts and distributing the estate in accordance with the will or applicable law.

  1. Obtaining the Death Certificate

    The first step in administering a deceased estate is to obtain the death certificate. This is required for various legal and administrative purposes, including to notify banks and other institutions, and to apply for a grant of probate or letters of administration.

  2.  Identifying the Executor or Administrator

    If the deceased left a valid will, they will have appointed an executor. The executor's role is to ensure that the deceased's wishes are carried out in accordance with the will. In cases where there is no will or appointed executor, the court may appoint an administrator. The executor or administrator is responsible for managing the estate's assets, paying debts and distributing the estate.

  3.  Applying for a Grant of Probate or Letters of Administration

    A grant of probate or letters of administration is obtained by filing documents with the Supreme Court of the state or territory where the deceased held the majority of their assets. You may need to file in multiple states/territories, which is known as obtaining a reseal of the grant.

  4. Collecting and Managing Assets

    Once a grant of probate or letters of administration is obtained, the executor or administrator can begin collecting and managing the deceased's assets. This includes identifying bank accounts, shares, property and personal belongings. The executor or administrator should ensure they maintain accurate records of all financial transactions and estate related activities.

  5. Paying Debts and Distributing the Estate

    Before distributing the estate to the beneficiaries, the executor or administrator must settle any outstanding debts and liabilities of the deceased. This may include paying debts owed to creditors, outstanding bills and tax obligations. Once this has been completed, the remaining assets can be distributed to beneficiaries in accordance with the will or the laws of intestacy if no will exists.

You may wish to seek professional advice and assistance with administering a deceased estate. Robinson + McGuinness offer fixed fees for an application for probate or letters of administration. If you would like to discuss your situation and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

Author: Amy Davis

Applying for Probate and Letters of Administration

Losing a loved one is an emotionally challenging experience and the responsibility of administering their estate can feel overwhelming. There are a number of financial and legal processes involved in managing a deceased person’s assets and liabilities, and this may include applying for a grant of probate or letters of administration.

What is an executor?

An executor is a person appointed by the deceased to manage their estate after they pass away. The executor is responsible for collecting assets, paying debts and distributing assets to beneficiaries in accordance with the deceased’s wishes.   

What is probate?

A grant of probate authorises an executor to manage the estate of a deceased person in accordance with their will. To apply for probate, the executor will need to gather documents relating to the estate, including the original will, death certificate, and supporting documents regarding the deceased person’s assets and liabilities.

There are a number of steps involved in applying for a grant of probate in the ACT, including:

1. Advertising your notice of intention to apply for probate with the ACT Supreme Court;

2. Executing an affidavit in support of your application detailing the deceased’s assets and liabilities; and

3. Conducting a search of the Court Registry to see whether a previous grant has been made or any caveats have been lodged.

The details required for the application will vary depending on your circumstances and the complexity of the estate. If the Court is satisfied with the application, a grant of probate will be issued and the executor will then have authority to transfer or release assets to the executor or beneficiaries.

Letters of Administration

When there is no valid will, an application may need to be made to the ACT Supreme Court for letters of administration. This is an order of the Court that authorises an ‘administrator’ to manage the deceased person’s estate. The administrator's role is similar to that of an executor, but they are bound by intestacy laws, which dictate how an estate should be distributed when someone dies without a valid will.

The process for applying for letters of administration is similar to that of probate, however beneficiaries of the estate will need to be notified of the application. The affidavit in support of the application will also require some additional information, including details of the beneficiaries of the estate.  

Navigating these legal processes can be an overwhelming task in an already difficult time. Robinson + McGuinness are able to assist you with this process and offer fixed fees for preparing an application for probate or letters of administration. If you would like to discuss your situation and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

 

Author: Amy Davis

Digital Assets in Estate Planning

Technology has become an integral part of our lives and it is important to consider how you wish for your digital assets to be dealt with when making an estate plan.

In absence of a digital estate plan, your loved ones may find it difficult to manage your information after you pass away. Online accounts may be overlooked and funds held financial accounts may not become available to your beneficiaries. This could give rise to litigation due to inaccessibility or disputes about how they should be administered. Leaving accounts open indefinitely can also increase the risk of identity theft. 

Digital assets include the following:

  1. Online bank accounts, cryptocurrency and e-wallets (eg. PayPal, Apple Pay)

  2. Intellectual property

  3. Social media accounts (eg. email, Facebook, LinkedIn)

  4. Subscriptions (eg. Netflix, Spotify, Audible)

  5. Loyalty programs (eg. Everyday Rewards, Flybuys, Qantas Frequent Flyer)

  6. Online shopping accounts (eg. Amazon, eBay)

  7. Photos (eg. phone or iCloud)

How to make a digital estate plan

Creating a digital estate plan involves leaving a clear system for your executor to manage your digital assets after you pass away. You should prepare a list of all of your online accounts, including your usernames and passwords, and determine what you would like to be done with each account. The list should be stored in a secure place and updated when your account details change.

You may wish to consider a password storage tool to manage your account information, such as 1Password, Lastpass and Bitwarden. These are secure and effective tools for managing your passwords and provide your executor with easier access to your accounts. They also reduce the risk of security concerns if you were to write your passwords down on paper.

You will need to appoint a trusted person to act as your digital executor. This person will be responsible for managing your digital assets, distributing funds to beneficiaries and closing your accounts. A digital executor should be appointed as part of your Will, which deals with your real and personal property.

It is open to you to leave instructions about who you would like to receive your digital assets and how you would like your accounts to be dealt with. For example, you may wish for your social media accounts to be memorialised, or for someone to continue managing a particular account. You should ensure your instructions are consistent with the service agreements of each digital asset as some platforms place restrictions on how your accounts are managed after you die. For example, Qantas Frequent Flyer points are automatically cancelled on death and cannot be transferred.  

It is important to create a digital estate plan along with your Will and Power of Attorney, however your digital estate plan should be separate to your Will. Your Will becomes public after you die so including detailed information in your Will can raise security risks. Having a separate document for your digital estate plan also means you can continue to update your plan as necessary without having to formally re-execute your Will. 

We offer fixed fees to review your estate planning and can assist you with preparing your digital estate plan along with your Will and Power of Attorney. If you would like further information or wish to update your estate planning with us, please contact us today on (02) 6225 7040 or by email info@rmfamilylaw.com.au or get started now online.

 

Author: Amy Davis

What Happens to Your Superannuation When You Die?

Superannuation is considered separate to your estate, which means special arrangements need to be made if you want to decide where your super will be paid. 

You can nominate beneficiaries for your super by a completing a death benefit nomination, which can be binding or non-binding. Binding death benefit nominations are written directions to a superannuation trustee which set out how you wish for your super to be distributed. If you have a valid nomination at the time of your death, the trustee is bound to follow it. Non-binding death benefit nominations are a written guide as to how you would like your super to be distributed, however the nomination is not binding on the trustee, who has ultimate discretion as to how to distribute your super.

Completing a binding death benefit nomination gives you greater certainty as to how your super will be distributed in the event of your death. If you don’t have a valid nomination in place, the trustee will need to make a decision as to how your super will be distributed, which generally involves investigating your relationships at the time of your death. Each super fund is different, and the decision will need to be made in accordance with the rules of the fund, as well as superannuation law. This can be a lengthy process, so having a valid nomination in place can also reduce delay in making payment to beneficiaries.

Who can I leave my superannuation to?

The Superannuation Industry (Supervision) Act (“SIS Act”) provides that death benefit nominations can only be made to your legal personal representative or a dependant. Dependants include children, spouses and people you have an interdependency relationship with (e.g. close personal relationships where you live together and one or each of you provide the other with financial and domestic support). A number of factors are taken into account when determining whether an interdependency relationship exists.

Parents and siblings generally do not satisfy the requirements of the SIS Act, meaning if you want your parents or siblings to receive your super, you should nominate your legal personal representative as your beneficiary to ensure your super benefit is paid into your estate. The funds can then be distributed in accordance with the terms of your will. 

Death benefit nominations generally lapse after a period of three years, so you should make sure you review your nomination if necessary. Some super funds offer non-lapsing death benefit nominations which do not lapse until you update or cancel the nomination.

It is recommended to review your estate planning arrangements every few years to ensure they still reflect your wishes. You should also consider reviewing your estate planning if there has been a change in your personal circumstances or financial situation. We offer fixed fees to review your estate planning arrangements and can assist you with preparing Wills, Powers of Attorney, and binding death benefit nominations. If you would like to discuss your circumstances and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

 

Author: Amy Davis

When is a grant of probate needed?

Many of us know what a Will is.  We know that it is the document that tells people who the deceased chose as their executors, trustees and the beneficiaries of their estate.  But how does an executor use the Will to transfer the deceased assets to the beneficiaries?

If the deceased held assets in their sole name, including bank accounts and real estate, an executor will need to apply for a Grant of Probate from the Supreme Court of the state or Territory in which the deceased held the majority of their assets. A Grant of Probate is a Court Order that provides for an executor to call in, deal with and distribute the assets of the deceased estate in accordance with the terms of the deceased’s Will.

Without a Grant of Probate an executor is unable to deal with the deceased’s real property (including the sale of real estate), distribute funds held in the deceased’s bank accounts or sell / transfer any shares held by the deceased.

To apply for a Grant of Probate, the executor must first publish a Notice of Intention to Apply for Probate.  If you are applying for a Grant of Probate in the ACT, this notice is usually published in the Canberra Times.  An executor can then apply for a Grant of Probate 2 weeks after the notice is published, and no later than three months after it was published.

There are a number of documents that need to be prepared on behalf of the executor when applying for a Grant of Probate, including the Grant, an Application and an Affidavit.  It is important that these documents are prepared correctly.  If they are not, it is possible that the Court will requisition the documents and ask you to amend them.

When is a Grant of Probate not required?

There are some circumstances where a Grant of Probate may not be required.  These include:

- If the deceased jointly owned real estate, bank accounts or other real property with another person.  If this is the case, the right of survivorship will apply, and the assets can be transferred to the surviving person once the death certificate has issued;

- If the deceased held relatively small amounts of money with a financial institution.  All financial institutions have different rules, however many will allow the executor to call in and distribute funds of $50,000 or less without a grant of probate; and

- If the majority of the deceased’s assets were held in superannuation.  Superannuation is not automatically an estate asset and therefore a grant of probate is often not required in order for it to be dealt with.  

Most people will not have held the role of executor before. If you have been appointed as an executor you might be feeling overwhelmed and unsure where to start.   

Robinson + McGuinness Family Law is able to assist you in applying for a Grant of Probate and subsequently administering the estate.  Robinson + McGuinness Family Law offers fixed fees to prepare and file an Application for Probate.  

If you would like to discuss your matter and how we can assist you, please contact us today on (02) 6225 7040 by email info@rmfamilylaw.com.au or get started now online.

The importance of updating your will post separation

The importance of updating your will post separation

Estate Planning is one of those things that we know we should do, however it is often one of the things that we never get around to. Or if we do, we put it in the drawer and don’t think about it again.

But this is not the case. Your Will is something that you should review every two to three years to ensure that it still reflects your wishes. You should also review your Will if there has been a change in your personal circumstances or financial situation.