Wills, Probate and Estates

Creating a will is one of the greatest acts of kindness a person can do for their family. A will ensures that those a person cares about benefit from their financial support when they are no longer around to provide for them.

At Lloyd & Lloyd, our experienced estate planning lawyers understand the dynamics of modern families and the need to create an estate plan that is both comprehensive and flexible. We take the time to get to know each client’s unique personal situation and financial arrangements before translating their intentions into an estate plan that best protects them and their loved ones.

 

Lloyd & Lloyd’s experienced wills and estates lawyers assists our clients with:

  • Estate planning
  • Creating and updating a will
  • Probate and administering deceased estates
  • Will claims and estate disputes
  • Enduring Power of Attorney
  • Enduring Guardian
  • Advance Care Directives
  • Succession planning
  • Guardianship of children.

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Who needs a will?

 

Everyone over 18 needs a will.

 

Is a will valid?

 

A will is valid unless a person marries, divorces or makes a new will (provided it is properly signed and the person has capacity). However, it’s a good idea to update a will whenever there are significant changes in a person’s family or financial situation.

 

Left out of a will?

 

If a person has been left out of a will or not provided for there may be avenues for them to challenge the will. For example, if there is a question of mental capacity or undue influence at the time the will was executed. Our estate planning lawyers advise on clients on whether they have grounds to challenge the will and their likelihood of being successful.

 

Dying without a will.

 

Many people believe that if they die without a will their estate automatically passes to their spouse. This is not always correct. In fact, a person’s estate is distributed by a prescribed legal formula which may be very different from what is expected.

 

Additionally if a person dies “intestate” (without a will), an administrator is appointed by the Supreme Court of NSW. This may not be the person the deceased person would have chosen.

 

When is a testamentary trust useful?

 

A testamentary trust is created by a person’s will and used to protect their assets and reduce the tax their beneficiaries may be liable to pay.

 

It is often used in cases where the person making the will is concerned about the beneficiary’s ability to manage their inheritance appropriately or to protect against claims on the beneficiary’s assets caused by the breakdown of a personal and business relationship.

When you need advice on wills, probate or estate planning, turn to us. Call 02 8014 5225 or send us an email.

If wish to contact us please call on (+61) 2 8014 5225 or if you wish to email us, please fill in your details below and we will reply.

Contact Us

Lloyd & Lloyd Solicitors
7/89 York Street
Sydney NSW 200

Phone: 02 8014 5225
Fax: 02 9279 3792

Patrick See – Principal Solicitor

Phone: 02 8014 5225
Mobile: 0405 004 037
Fax: 02 9279 3792
Email: psee@lloyd-lloyd.com

Alan McMurran – Principal AM Legal Solutions

PO Box 1542 Warriewood NSW 2102
Business Phone: 0416 095 121
Personal Mobile: 0403 061 603
Fax: 02 9279 3792
Email: amcmurran@lloyd-lloyd.com