Do I need to carry out a ‘reading of the Will’?

We are often asked by clients who are appointed as an executor of an Estate whether they need to gather the family around and ‘read the Will’ out loud. While this is often the kick off point for an Agatha Christie murder mystery, this formality is not required in Australia.

How do I find out if I am in someone’s Will?

If you are the executor then, you may ask yourself, “when and how do I notify beneficiaries that they are included in the Will?” If you think you may be a beneficiary, you may ask yourself, “how do I find out if I have been included in the Will?” The answer depends on the State or Territory in which you live.

In South Australia, until a grant of probate has been made, the executor or person in possession of the Will is under no obligation to confirm whether a person is a beneficiary included in a Will.  However, once a grant of probate has been made, the Will becomes a matter of public record. Probate can take months rather than weeks so a person may have to wait some time until they can get a copy. Once probate has been granted, members of the public can obtain a copy of any Will that has been lodged with the Probate Registry, online. If unsure whether or not a Will has been lodged and granted probate, a person may need to periodically conduct a search.

In New South Wales, the Succession Act 2006 dictates who is entitled to request to see the Will. This includes:

  • any person named or referred to in the will, whether as a beneficiary or not;
  • any person named or referred to in an earlier will as a beneficiary of the deceased person;
  • the surviving spouse, de facto partner or issue of the deceased person;
  • a parent or guardian of the deceased person;
  • any person who would be entitled to a share of the estate of the deceased person if the deceased person had died intestate;
  • any parent or guardian of a minor referred to in the will or who would be entitled to a share of the estate of the testator if the testator had died intestate;
  • any person (including a creditor) who has or may have a claim at law or in equity against the estate of the deceased person;
  • any person committed with the management of the deceased person’s estate under the NSW Trustee and Guardian Act 2009 immediately before the death of the deceased person;
  • any attorney under an enduring power of attorney made by the deceased person; and
  • any person belonging to a class of persons prescribed by the regulations.

What if I have been left out of the Will, and I think I should have been included?

If you feel that you have been unfairly left out of a Will, you should contact us on 1300 654 590 to find out if you are able to make a claim for fair provision, and what that may be. We note that there are strict time limits for making such a claim, so it is a good idea to take action quickly!

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Estate planning for sole directors of private companies

Estate planning for sole directors of private companies

If you are the sole shareholder and director of a private company, have you thought about what will happen to your business if you lose capacity or die? Failure to plan for this eventuality can affect the financial viability of your assets and leave your family vulnerable – so it is something you need to turn your mind to. Fortunately, there are several solutions that are easy to implement and lots of advice about these issues is available.

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