Your Inheritance Monthly — April 2025 Edition

Your Inheritance Monthly — April 2025 Edition

This Month’s Question:

“Can a person appointed under a Power of Attorney change a Will?”

A Power of Attorney is a legal document within which a person (the Principal) may appoint another person (the Attorney) to make legal and financial decisions on the Principal’s behalf during your lifetime.

In Australia, understanding the role of an Attorney is crucial in estate planning. One question we commonly receive is – can an Attorney change a will?

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A person appointed under a Power of Attorney, whether general or enduring, cannot change a will. The authority granted by a Power of Attorney document is limited to financial and legal affairs, and does not extend to altering testamentary documents.

If an Attorney appointed under a Power of Attorney attempts to change a will, such an action could be considered fraudulent and have serious legal consequences.

Although an Attorney does not have the power to change a person’s will, in some States of Australia, the Supreme Court has power to change a person’s will while they are alive, for example where a person is incapable of making a will, such as a minor or where a person lacks testamentary capacity due to age or disability. This is called a ‘statutory will’.

There are strict criteria which apply when it comes to statutory wills. If you believe a person should change their will but can’t because of incapacity, contact us.

Read more about Power of Attorney documents at our blog Can an Attorney Change a Will in Australia?

If you have a question about a Power of Attorney document, contact us today.

Our Recent Wins

How we secured $96,000 for a client who lived with the deceased

In this case, our client (female, aged 70) engaged us to see whether we could secure a share of her late friend’s estate.

Our client had lived with the friend several nights per week in the final years of the friend’s life, nursing the friend throughout a cancer diagnosis which ultimately took his life.

The friend left his estate to his two children.

Our client sought provision from the estate on the basis that she was a de facto partner. The children disagreed.

We engaged with the children’s lawyer and ultimately secure $96,000 for our client.

This award went a huge way in securing our client’s comfort in retirement.

How we secured $122,500 for our client from his late mother’s estate

In this case, our South-Australian based client engaged us to secure a share of his mother’s estate.

Our client’s mother left her house to one daughter only, and the residue (or rest) of her estate equally to her four children. The problem however was that the house was the only estate asset, meaning three of the children would receive nothing.

We engaged with the daughter’s lawyer and negotiated and secured a 25% interest in the proceeds of the sale of the property for our client, ultimately restoring our client to the position that he would have been in if the estate had been divided equally among the four children.

This was an excellent result in the circumstances and our client was very happy with the outcome.

Do you have an Inheritance Question?

Submit an Inheritance Question to our team today

Recent Australian Decisions

NSW Court of Appeal

Kemp v Findlay [2025] NSWCA 46

(27 March 2025)

Unsigned will found to be valid will for $13.5m estate In 2011, the deceased commenced a de facto relationship with a woman and in 2015 executed a will leaving the whole of his estate to her. The deceased and the woman separated in 2019 and soon after the deceased prepared a new will leaving the whole of his estate to his children (the children of the woman). On 5 June 2019, the deceased emailed a copy of the unsigned will to his cousin with the words “[this is my new will. I am yet to get it signed in front of [my lawyer] but I intend do [sic]”. The deceased never got around to executing the document and died in July 2023. The mother commenced proceedings seeking probate for the 2015 will. The children sought probate of the 2019 will. he Court of Appeal upheld the Supreme Court’s decision to admit the 2019 will to probate, resulting in the children receiving the benefit.

Supreme Court of Western Australia

Harris v The Public Trustee as executor [2025] WASC 128

(17 April 2025)

Court overrides the terms of a Will by ending Testamentary Trust and allowing two children immediate access to $5m estate

The deceased died on 12 October 2023 leaving a will which left the residue of his estate (estimated at $4.9m) to a Testamentary Trust for the benefit of his two children.

The issue though was that the Testamentary Trust was to remain in effect for 21 years, preventing his children from receiving any portion of the capital for 21 years.

The two children brought proceedings to end the Trust early.

The Court considered the relevant legal principles that apply under section 90 of the Trustee Act 1962 (WA) and made orders ending the Trust early allowing the children immediate access to the estate, thereby overriding the deceased’s wishes.

Supreme Court of NSW

Brikcius v Brikcius [2025] NSWSC 342

(22 April 2025)

Two brothers successful in kicking 3rd brother out of mother’s property The plaintiff (aged 88) was the registered proprietor of a unit in Vaucluse, NSW. The plaintiff had allowed one of her three sons to reside in the property. After the plaintiff lost the ability to manage her own affairs, two of her sons, who were Attorneys under an Enduring Power of Attorney, brought proceedings to remove the 3rd son from the property so the property could be sold to pay for the plaintiff’s care. The court was satisfied that the two brothers had power to bring the proceedings and that they were acting in good faith. he made orders granting possession of the property to the plaintiff giving the 3rd brother 6 weeks to vacate.

Supreme Court of the ACT

In the Estate of Cornwell [2025] ACTSC 118

(27 March 2025)

Will signed via video call from Vietnam found to be valid

The deceased, who was a resident of the ACT, was diagnosed with terminal cancer while in Vietnam.

On 21 July 2023, he executed a will via video call with his lawyer and a nurse. However, the lawyer had failed to consider the laws that apply in the ACT resulting in the will not being executed in accordance with the formal requirements under ACT law.

The court considered the laws that apply to ‘informal wills’ and found that notwithstanding the will was not executed in accordance with the formal requirements of the Wills Act 1968 (ACT), the informal will nevertheless constituted the last will and testament of the deceased.

Interestingly, there was no reference to whether the solicitor was ordered to pay the cost of the proceedings given they arose because of the solicitor’s conduct.

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