Blog

Category: Wills & Estate Planning


Estate planning for blended families

Estate planning for blended families

Wills for blended families take into consideration scenarios where you’ve separated and subsequently re-partnered, and you have children from a previous relationship and/or children/stepchildren with your current partner.
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Who is entitled to see your Will?

Who can see a person’s Will in Victoria?

In this article, we look at who is entitled to see a Will of a deceased person, how they access that Will and their legal recourse if access to the Will is being obstructed.
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What is elder financial abuse and how can it be prevented?

What is elder financial abuse and how to prevent it?

Financial elder abuse is an illegal or improper use of an elderly person’s property or finances. This article looks at ways in which it is often perpetrated, as well as ways it can be prevented.
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Responsibilities, obligations and rights of an executor

The role of executor of a Will

We explain the role of your executor after your death, including their responsibilities and obligations and what you should consider when appointing an executor.
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What is an informal Will?

What is an informal Will?

An Informal Will is a document that doesn’t strictly satisfy the legal requirements for a valid Will under the Wills Act (Victoria). Invalid Wills can present problems at probate but in some circumstances, they can still be admitted to probate by the Supreme Court.
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Can Superannuation be left in my Will?

Superannuation and your Will

In this blog, we look at ways you can make sure your superannuation will be distributed in accordance with your wishes, and the circumstances in which you can make a claim on a deceased person’s superannuation.
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There are significant risks associated with homemade or DIY Will kits.

The risks of DIY Will kits

There is a temptation by many, to use a free (or very cheap) DIY kit to save money but with that, comes significant risks.
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What options are there to resolve disputes between executors to a deceased estate?

What happens when executors do not agree?

We look at disputes between executors in a Will and how those disputes can be dealt with to enable the application for a Grant of Probate and the administration of the estate to move forward and be finalised.
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What is a Grant of Representation and do I need one as Executor to a deceased estate?

Grant of Representation when dealing with a deceased estate

A Grant of Representation is issued by the Supreme Court of Victoria and enables an executor to distribute the deceased estate assets.
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Can I leave family members out of my Will?

Do I have to include my family in my Will?

In this blog, we look at whether people are obligated to include family members in their Will and any restrictions imposed on a person’s ability to choose who may benefit from their estate.
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What happens to digital assets after I die?

What happens with your digital assets after death?

Digital assets, broadly defined as anything that is stored digitally, need to be considered in the event of a person's death. How do we go about that?
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How is testamentary capacity assessed?

What is testamentary capacity and how is it assessed?

There are many factors which may affect a person’s testamentary capacity. In this article, we look at how testamentary capacity is assessed, what evidence is required and options for a Statutory Will.
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