Memorandum of Wishes

Memorandum of Wishes

When making a new Will and Testament, there may be details that you wish to include as to the reasons for its provisions which aren’t suitable for inclusion in the Will. In such circumstances, we would recommend that you make what is known as a “Memorandum of Wishes”....
Informal Wills: A Warning

Informal Wills: A Warning

“Why should I pay a solicitor to prepare my Will when I can just write one myself?” For whatever reason – cost, convenience – some individuals choose to prepare their own Wills, sometimes without even a Will kit to assist them in meeting the necessary formalities as a...
The Probate Process: Step-by-Step

The Probate Process: Step-by-Step

Death can be an overwhelming time for family members, particularly for those who are the Executor(s) named in the Will. If you have not previously experienced the Probate process, you may feel confused about where to begin. In this blog post, we will break down the...
Tax and Deceased Estates

Tax and Deceased Estates

Unlike some other jurisdictions, Australia does not have a ‘death tax’ on deceased Estates; however, there are several tax issues of which Executors need to be aware when administering an Estate. In this blog post, we will provide an overview of some of these issues....
Estate Bank Accounts: A Guide for Executors

Estate Bank Accounts: A Guide for Executors

Part of the role of the Executor is to call in the assets of the Estate and maintain Estate bank accounts. Depending on the terms of the Will and any Trust(s) its terms creates, this may be a short-term responsibility, or the need to maintain an estate bank account(s)...