Transferring a property into a family trust
A family trust is one of the most popular ways to safeguard assets for your loved ones. Types of trusts … Read more
Wills and Deceased Estates
What is a deed of family arrangement? (NSW)
A deed of family arrangement legally changes the way a deceased person’s assets are divided between the beneficiaries. It can … Read more
Trustee of a deceased estate (NSW)
A Trustee is a person responsible for administering a trust. If a Will contains within it or establishes a trust, … Read more
Lodging a tax return for a deceased estate
An executor or administrator is responsible for: 1. Notify the Australian Tax Office of the death. If the deceased person … Read more
Contesting a Will (NSW)
If a family member has been left out of a Will or feels they have been inadequately provided for (adequate … Read more
Dying without a Will (NSW)
If your loved one has passed away without a Will (known as dying intestate), you won’t have any formal instructions … Read more
Selling and transferring shares in a deceased estate (NSW)
Determining if the deceased person held any shares If you are an estate executor or administrator, whilst ascertaining the deceased’s … Read more
Estate administration: Executor’s commission (NSW)
An executor’s duties can be demanding and time-consuming. Executor’s commission is seen as compensation for the “pain and trouble” an … Read more
When is a bank likely to require a grant of probate?
Banks and financial institutions often request a grant of probate (where there is a Will) or letters of administration (where … Read more
Making a Will in a blended family
Wills for blended families can be complex, but legal mechanisms exist to ensure that the deceased’s assets are divided according … Read more
