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?Need Wills & Estate Help?
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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.