Estate planning and administraton Archives

Joint Accounts and Estates: Untangling Ownership

15 June 2026

Joint bank accounts are often viewed as a convenient way to assist aging family members to manage their funds in this increasingly technological world. However, while joint bank accounts may simplify day to day banking and bill payments for aging family members, they can create complications from an estate planning and estate administration perspective. Understanding these risks is essential before adding another person to an account or relying on joint ownership as an estate planning strategy.

Can I write my own will… what could go wrong?

3 March 2026

Whilst it can be tempting to avoid professional fees and complete you own will, it may result in further costs, delays and stress for your family.

Simplifying small estate handling: New $40k probate threshold takes effect in September.

25 September 2025

The threshold for requiring a formal grant of administration is increasing from $15,000 to $40,000, reducing legal costs and easing the process for executors and families. In the article below, Megan explains what this change means, how it may affect you, and why having a valid will in place remains essential.

Handling Digital Assets in Your Will

26 February 2025

With the rise of digital assets in the 21st century, have you considered how your intangible assets are dealt with after your death?

Retirement Village Occupation Right Agreements – Key considerations for potential residents

16 October 2023

Are you or your loved one thinking of moving into a retirement village? Moving into a retirement village is a big life decision – is the move right for you? This article outlines some key things to consider before making your next big life decision.

Get your affairs in order, while you still can!

16 August 2023

Enduring powers of attorney require you to have mental capacity to sign. Ensure you have your affairs in order sooner rather than later to avoid undue stress and complications in the future.

Will having an Enduring Power of Attorney mean my attorney will have unlimited power over my personal affairs?

22 August 2022

Have you ever thought about having an enduring power of attorney but hesitated at the same time because you were not keen on the idea of your attorney having complete control over your personal affairs?

What is a testamentary guardian?

15 June 2022

When drafting your will, an important consideration is who to appoint as testamentary guardian for any minor children. Before appointing a testamentary guardian it’s important to know the role they will play in your child’s life should you die, and any restrictions on their powers. This article explores the role of a testamentary guardian.

I’ve been cut out of their Will… what now?

25 March 2022

If you have been excluded from your parent’s Will, or left a very small gift, you may have the right to challenge the Will. This article provides you with a summary of your rights.

When there’s (nearly) a Will, there’s a way

23 June 2021

What happens if someone dies without a will, but a document exists which seems to express the deceased’s intentions? This article explores options to ensure the deceased’s wishes are fulfilled, notwithstanding the absence of a formal will.