Reseal an interstate Grant of Probate in South Australia
Reseal an interstate Grant of Probate in South Australia We act as agent for interstate law firms, managing the registration of an interstate Grant with the South Australian Supreme Court on their instructions. Speak to a lawyer Fixed fees, agreed in advance We will confirm the scope of our work and provide you with the […]
Main residence CGT exemption and deceased estates: Why occupation rights matter
It is common for Wills to include arrangements that allow a family member to remain living in the family home for a period after the will-maker’s death. In circumstances where the home continues to be occupied as a residence prior to sale by the estate, the main residence Capital Gains Tax exemption has generally been […]
What to do if you suspect misuse of an enduring power of attorney
Suspecting that someone is misusing an enduring power of attorney can be very distressing, particularly when it involves a family member. Knowing the warning signs of elder financial abuse and understanding what legal options are available can make all the difference in protecting a vulnerable loved one. This article explains some of the common signs […]
Executors beware: you can be personally liable for the deceased’s debts
Being asked to act as an executor is usually taken as an honour. It is also one of the hardest jobs anyone can accept: you are being asked to grieve for someone and administer their affairs at the same time. What most people do not realise when they accept the role is that it carries […]
The clock is ticking: why your estate plan could be undermined by forgotten loans
If you’ve loaned money to a child, a family trust, or to entities within your personal investment or business structure, you might assume those debts will be honoured, or at least recognised, when you pass away. However, unless steps are taken to formally record and maintain those loan arrangements, your executor may discover too late that the loans are no longer legally […]
Transfer property title as surviving joint tenant
Transfer property title as surviving joint tenant We get the title into your sole name, so every bank, insurer and agent deals with you as the owner you already are. You chose joint ownership precisely so this would not be complicated. The house passes to you on your partner’s death, without a court, because that […]
Make a deceased estate claim or Will challenge
Make a deceased estate claim or Will challenge We tell you honestly whether you have a family provision claim, and then we run it. Someone you cared about has died, and the will they left does not reflect what the relationship actually was, what you put into it, or what you now need. The will […]
Post-death testamentary trust for a minor beneficiary
Post-death testamentary trust for a minor beneficiary We set up the trust before the estate is distributed, so a child’s inheritance is still there when it is needed. When a will leaves assets to children, the default position is that they take full and unconditional control at 18. On a significant estate that means a […]
Understand your entitlements under a deceased estate
Understand your entitlements under a deceased estate We give you an independent answer on what you are entitled to, before the time limit decides it for you. When someone dies, the people closest to them often have no idea what they are actually entitled to, and the answer is rarely as simple as reading the […]
Administer a deceased estate
Administer a deceased estate We take executors through the whole administration, so the estate closes properly and nothing follows you afterwards. Someone chose you to finish their affairs, and you can’t ask them what they meant by any of it. That is the part nobody warns you about. The work itself is real enough: debts […]