Wills and Estate Planning

At Causidicus Legal we have the experience to assist you with everything from drafting a will through to complex wills using testamentary trusts, and from appointing Powers of Attorney through to appointments of Enduring Guardian. Our team is experienced in the preparation and completion of wills and have comprehensive resources to enable us to produce documents specifically tailored to each client’s needs.

Our services include:

Preparing wills

  • Handling the estates of people who die without a will (intestate estate)
  • Estate planning
  • Applying for a Grant of Probate
  • Applying for Letters of Administration
  • Family Provisions Act claims (acting for people left out of a will or people defending a will)
  • Probate litigation
  • Contested wills
  • Lodging caveats
  • Powers of Attorney
  • Appointment of Enduring Guardian
  • Testamentary trusts

What is a Will?

A will is a legal document which sets out who you would want to receive the things you own when you die. By having a will, you ensure that your assets go where you want your possessions to go.

When you make a will, you need to ensure that the will is valid. To ensure that the will is valid, the will must be:

· In writing;

· Signed; and

· Witnessed by two other people by them signing the will.

If you have a will, a court needs to grant probate first (a grant of probate is a legal document given by the court which authorises the executor of your will to manage the estate in accordance to what you put in the will).

It is important to have someone who understands the law to draft your will. Causidicus Legal can draft your will and also advise you on the best way to ensure your assets go where you want them to go.

 

Who can make a will?

Anyone over the age of 18 can make a will but they must have the mental capacity to do so.

 

No will? What happens?

Dying without a valid will is referred to as dying intestate and therefore your asset distribution will be in accordance with the Succession Act 2006 (NSW). In the event of dying intestate, your assets will pass to your spouse (if you have one).

If you do not have a spouse, other family members who are eligible to inherit your estate are:

· Your children;

· Your parents

· Your siblings;

· Your grandparents;

· Your aunt or uncle;

· Cousins.

If however, you die without a valid will and also with no eligible family (as listed above), your estate will then pass to the State.

 

Who carries out your wishes under a will?

When thinking of making a will, you need to consider who you will appoint as your executor and in some matters, a trustee. You can have one person carry out both roles of executor and trustee or you can

have different people. You can have more than one executor. Your executor’s role will be to obtain probate, to pay any of your debts and two distribute your assets as per your will.

A trustee, however, administers any trusts set up in your will. An example of this is where you have left your children or grandchildren assets but they are under the age of 18 years old.

How can Causidicus Legal help?

Our office can ensure:

1. That your will is valid, drawn up, signed and witnessed correctly;

2. That your wishes are expressed in the best and safest way;

3. That we provide you with advice in relation to the distribution of your assets to husband/wife, de facto partners, children or anyone else;

4. Advise you on the role of your nominated executor and or trustee;

5. Your will is stored safely

Sandy Chehade
Principal Lawyer
LLB, GDLP, M.App Law (Family)

TALK TO A LAWYER NOW

Hi, I'm Sandy Chehade Principal Lawyer at Causidicus Legal. If you would like to contact us to make an appointment or you need help regarding any legal matter, please contact our office during business hours on 1300 889 370.
For all other enquiries please send us an email to info@causidicuslegal.com.au  

Meetings are by appointment only and are arranged at the following offices;

Causidicus Legal Head Office - Suite 15, Level 2/103 George St, Parramatta
Causidicus legal Guildford - 4/20 Carrington Road, Guildford.
Allan G Ezzy Community Centre - 1 Newport St, Pemulwuy.
Blacktown Business Centre - Level 3, 81 Flushcombe Road, Blacktown.

CONTACT US NOW TO MAKE AN APPOINTMENT

Phone Now 1300 889 370