Penrose Lawyers

Challenging a Will

NSW wills, estate and succession planning

Wills, estate and succession planning

You know what they say about the only certain things in life. Advance planning can make that sad time easier on your family, and ensure that your wishes are carried out after your death. By getting a properly drafted will in place now, you can care for your loved ones long into the future.

You may also wish to contest someone else’s will. Australian law recognises that some-times, the terms of a will may be unfair. It gives people the right to make a claim against an estate if they are eligible.

A will is part of your estate planning, but estate and succession planning go far beyond a will.

Estate and succession planning mean that you look at all of your assets and liabilities, decide what you want to happen to them in the future, and put the most effective strategies in place to achieve that. It takes into account taxation issues, inheritance law and risk management to protect your assets. It also anticipates a range of scenarios. For example:

A comprehensive estate planning strategy may include some or all of the following:

What do I need to do to prepare for will, estate and succession planning in NSW?

What do I need to do to prepare for will, estate and succession planning?

Before you see our experienced wills, estates and succession lawyers in NSW, there are several things you can do. Of course, these can feel overwhelming. Don’t worry: we’ll be happy to help at every step.

First of all, gather all the information you have about your assets. You might be surprised at what is and isn’t actually yours.

This includes:

  • Any interest you have in a trust, as well as details of the trustee/s and the terms of the trust if you know them.
  • Any shares you hold in a company, and any shareholder agreements.
  • Details of your superannuation fund/s and any current binding death benefit nominations.
  • Standards assets and liabilities owned solely or jointly in your name.

Before you see our experienced wills, estates and succession lawyers, there are several things you can do. Of course, these can feel overwhelming. Don’t worry: we’ll be happy to help at every step.

First of all, gather all the information you have about your assets. You might be surprised at what is and isn’t actually yours.

This includes:

  • Any interest you have in a trust, as well as details of the trustee/s and the terms of the trust if you know them.
  • Any shares you hold in a company, and any shareholder agreements.
  • Details of your superannuation fund/s and any current binding death benefit nominations.
  • Standards assets and liabilities owned solely or jointly in your name.

You should also collate basic details about your family members and the contact details of anyone you nominate as executor of your will, POA or who will be given guardianship powers.

Sometimes, despite our best efforts, a will is contested. For this reason, it’s also useful to know details of other family members who you don’t intend to inherit. We can discuss stages for minimising the risk that your will is contested after your death.

How Penrose Lawyers
can help you with your NSW estate planning

How Penrose Lawyers
can help you with your estate planning

Our NSW Wills, Estates and Succession team are experienced in handling all the legal issues that might arise in relation to your estate. We will discuss your needs and wishes in detail, and prepare the documents you need.

These include:

  • Wills
  • Powers of Attorney
  • Enduring Guardianship documents
  • Testamentary Trusts
  • Grants of Probate
  • Issues relating to blended or second families

We can also provide advice and step by step guidance if you wish to contest a will. We have acted in hundreds of matters where unexpected issues have arisen. For that reason, we’re focused on proactive advice and support. We’ll work with you to identify any potential issues and make sure that your wishes are carried out after your death.

At Penrose Lawyers, the well being of you and your family comes first. Comprehensive estate and succession planning services, done in accordance with NSW law, can ease the emotional toll of your passing on your family. You’ll get peace of mind knowing that your legacy is intact.

Our Wills, Estates and Succession team are experienced in handling all the legal issues that might arise in relation to your estate. We will discuss your needs and wishes in detail, and prepare the documents you need.

These include:

  • Wills
  • Powers of Attorney
  • Enduring Guardianship documents
  • Testamentary Trusts
  • Grants of Probate
  • Issues relating to blended or second families

We can also provide advice and step by step guidance if you wish to contest a will. We have acted in hundreds of matters where unexpected issues have arisen. For that reason, we’re focused on proactive advice and support. We’ll work with you to identify any potential issues and make sure that your wishes are carried out after your death.

At Penrose Lawyers, the well being of you and your family comes first. Comprehensive estate and succession planning services, can ease the emotional toll of your passing on your family. You’ll get peace of mind knowing that your legacy is intact.

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