Disputed Estates
Disputed estates arise when there is disagreement about a will, an estate or entitlements following a death. These matters can be complex and emotionally charged, and often involve family relationships as well as strict legal requirements.
At Era Succession Law, we provide clear, strategic advice and focus on resolving disputes in a way that is practical, respectful and commercial. Many estate disputes are time sensitive, with strict deadlines that apply, so it is important that you seek advice as early as possible. Our team is here to guide and support you, so you can approach the matter with confidence.
Challenging the Validity of a Will
Disputes questioning the validity of the will, including:
Questioning the deceased person’s capacity to write the will
Concerns about undue influence and fraud
Compliance with formal signing and witnessing requirements
Family Provision Claim
Eligible persons who believe they have not been adequately provided for under the will or intestacy may apply to the court for further provision from the estate.
Executor and Trustee Disputes
Disagreements involving the conduct, decisions or appointments of executors and trustees. Beneficiaries and co-executors may raise concerns about whether duties are being carried out in the best interests of the estate or there has been a breach of duty, and issues such as delay, lack of communication or conflict of interest.
Interpretation of a Will or Trust
Disputes about the interpretation of a will or trust arise when the wording of the document is unclear, ambiguous or open to more than one meaning. The outcome often focuses on determining the true meaning of the person who made the will or trust.
Intestate Estate Disputes
When someone dies without a valid will, there can be disputes about who is entitled to administer the estate and how the estate is to be distributed, and the risk of these disputes often increases where the family structures are complex or blended.
Superannuation Death Benefit Disputes
Where superannuation death benefits should be paid can trigger dispute and have significant tax implications. These disputes often include whether a valid binding death benefit nomination exists, qualification as a dependant, the discretion of the superannuation trustee and how the payment of superannuation death benefits interacts with the outcomes of a deceased person’s estate.