We understand that dealing with a deceased estate is one of the more difficult challenges in life. Our goal is to ensure that we support and guide you through to completion of your matter quickly, conveniently and with a minimum of stress to you.
Having an experienced team guide you through the probate process in NSW and helps Executor discharge his or her duties.
We can help you by:
- Applying for a grant of probate of the Will in the Supreme Court
- Interpreting the Will of the deceased in terms of estate laws
- Advising executors and trustees in regard to their duties and rights
- Informing government bodies including Centrelink and Veterans Affairs
- Identifying estate assets and liabilities
- Gathering estate assets including superannuation, bank funds, shares, outstanding loans, and insurance payouts after a grant of probate has been issued by the Court
- Selling or transferring estate property including estate auctions
- Paying estate debts including mortgages, funeral costs, and testamentary expenses
- Distributing bequests and inheritances to beneficiaries
- Contesting wills and defending estate litigation in the Supreme Court
- Dealing with intestacy (where there is no Will)
- Applying for Letters of Administration (if the Will is deemed invalid or is absent)
What Our Clients Say
Fantastic service, thanks for helping us John! Not an easy thing to think about and you really made it a pain free process.Shaun
Wills / Estate Planning
- Advise you in regard to estate and Probate laws
- Write a will that maximises the inheritance for your family
- Advise you in regard to choosing executors and guardians
- Minimise the chance that your will is contested and subject to litigation
- Safely store your will and other important legal documents
When considering your Will, we strongly recommend that you also prepare for any future incapacity through Power of Attorney and Guardianship documents, so that if you somehow become unable to make decisions about your medical treatment, finances or living arrangements, then these decisions can be made for you by those people you trust to make these decisions on your behalf in accordance with your directions in the documents.
Having a succession plan in place makes the transition easier for not only you, but also for your family or employees.
Estate planning goes beyond drafting a will – it includes:
- assessment of assets
- protection of assets
- advice on the possibility of third party claims against the estate
A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.
Power of Attorney
- General Power of Attorney
- Enduring Power of Attorney
- Advance Health Directive
General Power of Attorney
Enduring Power of Attorney
- financial attorney: paying bills, dealing with Centrelink, taxation, investments, legal matters and property management
- personal/health attorney: your loving arrangements, your health care, your diet and dress
What do you have to do if you are an Executor of a Will?
- Organising the funeral and notices in the newspaper
- Locating the original Will
- Obtaining a copy of the Death Certificate
- Making sure any property and assets of the estate are safe and secure
- Determining the value of assets, e.g. appointing a valuer to assess the value of real property
- Applying for a Grant of Probate
- Paying insurance policies, debts and taxes
- Collecting monies belonging to the deceased from financial institutions and insurance companies
- Collecting debts owed to the deceased
- Lodging tax returns for the deceased and for the deceased estate
- Selling properties and assets
- Reporting to beneficiaries
- Distributing the proceeds of the estate to beneficiaries
Quick, convenient, stress-free, and fixed fee probate.