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Mediation of Estate Disputes

What is Mediation? Mediation is an alternative dispute resolution process, when opposing parties formally engage an independent, neutral mediator, who assists the parties to reach an agreement. The role of mediation is to promote a faster and more cost effective resolution. Mediation is a process that can take different forms including judicial settlement conferences, court-annexed

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Challenging a Will on the Grounds of Suspicious Circumstances

What Constitutes Suspicious Circumstances? Suspicious circumstances are circumstances surrounding the preparation or execution of a Will which give rise to suspicion. The suspicious circumstances can involve circumstances surrounding the preparation of the will and circumstances surrounding the execution of the Will. A will made under suspicious circumstances may be invalid and may be challenged on that

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What is Undue Influence on a Will-Maker

Defining What Is Undue Influence in Probate Law Undue influence is where a person makes a Will that is the product of coercion – that is – a will that is not the will that the testator would have made absent the coercion. In other words, a Will made against the testator’s free will. The

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How to Make a Family Provision Claim in NSW

Overview of Family Provision Claims in NSW In New South Wales, the estate of a deceased person can be left to anyone they choose. This is referred to as testamentary freedom. In some individual circumstances, the law can override the will made by the deceased person by altering the distribution of the deceased estate. This

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What is Testamentary Capacity?

Testamentary Capacity is a term used to describe the mental and cognitive ability that a person who makes a will (known as a ‘will-maker’ or ‘testator’) must have at the time of making their will, in order for the will to be valid. Defining Testamentary Capacity in NSW Testamentary capacity requires a will-maker to be

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Challenge a Will on the Grounds of Undue Influence

A will that is found to be the product of undue influence will be invalid. What constitutes undue influence depends on the circumstances, but is usually used to describe illegitimate coercion. The coercion does not require physical violence but does require the testator to be prevented from exercising a free will. Coercion differs from other

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Time Limits for Challenging a Will in NSW

The time limit for challenging a will in NSW depends on the facts and circumstances of each case. Whilst there is no statutory limitation period for challenging a will as there is for contesting a will (also known as a family provision claim), it is important to seek legal advice as soon as possible to

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Contesting an Executor of a Will

The person named as executor in a deceased’s last valid will has the right to apply for probate and to administer the deceased’s estate. If the will establishes testamentary trusts and names a trustee (who may or may not also be the executor) then that person has the right to act as trustee of those

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Challenging the Validity of a Will

To challenge a will means to take issue regarding the validity of will. The common grounds upon which a will may be challenged include undue influence, fraud, or where it has been prepared under suspicious circumstances.  The facts and circumstances of each case determine whether a last will and testament can be challenged and on

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Who Can Challenge a Will in NSW

A person’s eligibility to challenge a will depends on the grounds upon which the person is seeking to challenge the will and their relationship to the deceased. Potential claimants can include: A family member or close friend of the deceased whose will has not been properly executed. A family member or close friend of the

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Costs of Challenging a Will in NSW 

To challenge a will means to take issue with execution of the will, the will-maker’s cognitive health (referred to as ‘testamentary capacity’) at the time they made the will, or the circumstances surrounding the preparation of the will (i.e., suspicious circumstances, undue influence, fraud). In NSW, the cost of challenging a will depends on several

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Can a Grandchild Contest a Will

Can Grandchildren of The Deceased Contest a Will in NSW? In NSW, only an ‘eligible person’ can contest a will. The grandchild of a deceased person may be considered an ‘eligible person’ if they satisfy a court of the following: They were, at any particular time, wholly or partly dependent on the deceased person; and

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How to Challenge a Will in NSW

To challenge a will means to take issue with the validity of the will. There are many grounds on which a person may challenge the validity of a will. Questions may arise in relation to the execution of the will itself or in relation to the circumstances surrounding the drafting or preparation of the will

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Can a Child of the Deceased Contest a Will in NSW?

A child may be disinherited for many reasons. It may occur where the child is independently wealthy, where the child is estranged from the parent, or where a child has been ‘passed over’ in favour of a grandchild. Regardless of the reasons, any child who receives less than what they were expecting or nothing at

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Contesting an Unfair Will in NSW

A person who receives less than they were expecting in a will or nothing at all may feel as though the will is unfair. In NSW, they may be able to contest the will by bringing a ‘family provision claim’. Although family provision claims are not determined on fairness, a feeling of unfairness may indicate

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What is a Family Provision Claim in NSW?

A person in NSW is free to leave their estate to anyone they choose. This is referred to as “testamentary freedom.” This testamentary freedom is subject to the Court’s power to alter the terms of a deceased person’s will when a will is successfully contested through a family provision claim. An eligible person may bring

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Can a Spouse of the Deceased Contest a Will?

Contesting a will is a legal process whereby a person who believes they have been unfairly left out of a will, or has not received as large a share as they were expecting may bring a claim against the deceased’s estate. In NSW, contesting a will involves bringing a ‘family provision claim’ under the Succession

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Can a Separated Spouse Contest a Will in NSW

Recently, we wrote a blog about whether a spouse can contest a will in NSW. But what about those who are divorced or separated? Can a former spouse contest a will after the divorce? With up to 30% of marriages ending in divorce, getting legal advice on how to update your will post-divorce, or make

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Common Misconceptions about Contesting a Will in NSW

Contesting a will is a complex legal process that should only ever be undertaken with the advice of a specialist will dispute lawyer. There are a range of common myths about contesting a will that can lead to misunderstandings, delays, and potential legal problems. Remember, if you are considering contesting a will, you must make

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The Difference Between Challenging and Contesting a Will

Do you have a question or concern about your claim within a will, or a suspicion that a will was not prepared fairly? Notably, such issues fall into two distinct areas of will dispute law: challenging a will, and contesting a will. The differences between challenging a will and contesting a will under NSW law

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The Role of the Court in Contesting a Will in NSW

Courts play an integral role when contesting a will. Although many wills disputes involving a contested will can be resolved through negotiations and/or mediation, sometimes the matter isn’t resolved in this phase, and it moves on to a court proceeding. Speaking with an experienced wills and estates lawyer is the first step in helping you

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