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Beth Brennan & Christine Wood, Brenwood Skin

"We have used Sam Roberts now on a number of occasions for various legal matters – including some very complex issues. On all occasions Sam and his team have been extremely professional, efficient and courteous."

How to Prevent the Family Court making Orders dealing with your Property

Family Law Property Orders The Family Court has power by virtue of the Family Law Act 1975 to make Orders altering the interests of parties of a marriage or defacto relationship to their property.  Such Orders may be made in respect of property settlement proceedings on the application of either party to a marriage or...

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"I have a Will, isn't that enough?": An Introduction to Modern Estate Planning

What is Modern Estate Planning? Modern Estate Planning is not just about making a Will, Power of Attorney and Appointment of Enduring Guardian. Modern Estate Planning is planning for the preservation of your wealth during your lifetime as well as planning for the succession of that wealth to your intended beneficiaries in the most...

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Planning for the Forseeable: Why Appoint an Attorney & Guardian?

…what if I suffer a serious injury, illness or trauma? Fundamental to every Modern Estate Plan is considering what will happen to you and your loved ones in the event that you suffered from a serious injury, illness or trauma during your lifetime. This involves: the appointment of trusted persons to act as your attorney or...

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Don't Risk more then you can Afford to lose: Personal Insurance Planning

What is Personal Insurance Planning? What would happen to you and your loved ones if for any reason you were unable to continue to earn an income? How long could you and your family maintain your current lifestyle or afford to make repayments on your house or investment loans?  Your ability to earn an income is probably the...

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Wills & Asset Protection Trusts: Why your beneficiary's circumstances are as important as yours

What is an Asset ProtectionTrust? (also know as a Testamentary Trust) A Asset Protection Trust is simply a Trust created by a valid Will and funded by Estate Assets. The Trust commences when the Executor finishes administering the Estate. There a many different types of Testamentary Trusts that can be established in a Will. ...

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Contested Wills Claims

Despite the terms of a Will, a Court may make orders to redistribute the assets of a Deceased Estate to include people who have been left out of a Will, or where they are named in the Will but proper provision has not been made for them. At Roberts Legal, our dedicated Deceased Estates Team will resolutely guard and pursue your legal rights to protect, and even increase, your entitlement to an Estate.

Who can make a claim?

The following categories of people may make a claim for provision from an Estate despite the terms of the Will:

  • the wife or husband or de facto partner of the deceased as at the date of death,
  • a child (or adopted child) of the deceased,
  • the ex-wife or ex-husband of the deceased,
  • a grandchild of the person who was wholly or partially dependent upon the deceased at any time.
  • any person who lived with the deceased at some time who was dependent upon them to some
  • extent at any time (this category may include step-children and foster children), and
  • a person who was living with the deceased at the date of death and provided the deceased with, or for whom the deceased provided, domestic support and personal care.

A person who can establish that they fall into one or more of the above classes is described by the relevant law as an ‘eligible person’.

In many cases, Contested Wills Claims are resolved without the need for extensive, or any, Court proceedings. Contact the Deceased Estates Team at Roberts Legal to speak to an experienced Solicitor who will pursue your interests without delay.

Redistribution of Estate

In circumstances where an eligible person can prove that they have been unreasonably left out of a Will, or are named in a Will but have been not properly provided for, a Court may make orders to redistribute the Estate to allow for the eligible person to receive an inheritance.

What if there is no Will?

A Court may also make orders allowing provision for an eligible person in circumstances where the deceased did not leave a Will.

Time limits

A person must make a claim within 12 months of the date of death (where the date of death is after 1 March 2009). If this time limit has passed, the person must seek the Court’s permission to make a claim.

Ask us a Contested Wills Claims Question

If the information that you are seeking is not above please feel free to ask us a question. We will gladly provide you with our considered response.

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