Wills and Estates

Adelaide & South Australia Wills & Estates Lawyers

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Your family’s long-term financial security is important and this is where professional estate planning is essential.

Pace Adelaide Legal’s Wills & Estate Lawyers can ensure your assets will be distributed, as you would like, on your death.

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Get in touch with us if you have any questions.

Wills & Estates Expertise

Why have a Will?

If you want to ensure your loved ones are catered for when you pass, then a professionally drafted Will is the best tool at your disposal.

Without a Will, your wishes have no way of being known, and the administration of a deceased estate without a Will can be a complicated and expensive process for your next of kin.

Who will represent my wishes?

We can help you to choose and appoint an Executor. This person (and it can be more than one) will be someone you trust to finalise your legal and financial affairs for you. They will have the responsibility of ensuring your wishes are carried out when you pass.

Who prepares my Will?

Our Wills and Estates lawyers will help you to prepare a Will that meets all the formal requirements of South Australia’s Wills Act.

Can someone challenge my Will?

Yes. It is always possible that an individual with standing (i.e. the statutory right to do so) may challenge your Will.

Our professional and experienced Wills lawyers will advise on the best way to draft your Will, so as to reduce the risk of this happening.

More complex Wills

Sometimes life can be complicated due to changing family circumstances, business ownership and other factors.

Our Wills and Estates lawyers also arrange, draft and manage complex Wills, covering issue such as:

  • Testamentary trusts;
  • Protective trusts for incapacitated beneficiaries;
  • Guardianship clauses;
  • Maintenance of minor children; and
  • Provision for the children of prior marriages or relationships.
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What happens when someone contests my Will?

Contested Estates

Our Wills lawyers have extensive experience dealing with contested estates. We can act where the validity of the Will is in dispute, or where further provision is sought under the Succession Act 2023 despite the Will being otherwise valid.

Why do people challenge Wills?

Wills are challenged for a number of reasons, including when:

  • It is alleged that a person did not have the mental capacity to sign the Will; and
  • It is believed that one or more persons applied undue pressure on the deceased when the Will was created.

Close family members, such as a spouse or children, often dispute Wills when they feel that they weren’t adequately provided for.

This can be especially difficult when there are blended families, and several people with competing interests.

Pace Adelaide Legal’s Wills Lawyers have the expertise to resolve these issues, whilst maintaining the appropriate consideration for family relationships.

Power of Attorney

What is a “Power Of Attorney?”

A Power of Attorney is a legal document, which permits an individual to act on your behalf, when you can’t make decisions for yourself. This can include when you are travelling overseas, are hospitalised or impaired. You can appoint one or more people to look after your legal and financial affairs, to ensure they are managed in your best interests.

What if I’m worried someone may take advantage of me?

You can limit the powers the person has, for example their ability to sell your property or manage your business affairs.

What can a person do if they have a Power of Attorney?

Both Power of Attorneys and Enduring Power Attorneys give a person the power to act for you in regard to legal and financial matters.

What Is an Enduring Power of Attorney?

An Enduring Power of Attorney is a Power of Attorney document designed to continue to operate if you lose your mental capacity.

When can’t a Power of Attorney be signed?

A Power of Attorney can only be signed by you whilst you have the legal capacity to do so. This does not apply if you are mentally incapacitated.

If you need advice, our Pace Adelaide Legal Wills & Estates lawyers can help you make the right decisions, and the right choices for YOU.

Can someone with Power of Attorney put me in a home?

A Power of Attorney does not give a person the ability to make decisions concerning your welfare and lifestyle.

To make sure you are establishing the right foundation for your Power of Attorney, contact Pace Adelaide Legal’s Wills & Estates lawyers for the best advice for you.

Advance Care Directives

What is an Advance Care Directive?

If you become mentally incapacitated, an Advance Care Directive is a document that allows you to appoint a person, known as a “Substitute Decision Maker,” permitting them to make certain lifestyle and welfare decisions for you.

The Advance Care Directive will include decisions in relation to lifestyle and accommodation, and may also include directions in relation to the medical treatment you are to receive in the event that you are terminally ill.

An Advance Care Directive must be signed whilst you are of sound mind. It will come in to force in the event that you are no longer able to manage your affairs due to loss of mental capacity.

Adelaide Estate Administration and Probate

If you have been named the Executor of a deceased estate, or you are the next of kin of a person who has died without a Will, our Wills & Estates lawyers can help you to fulfil your obligations and administer the estate.

The Pace Adelaide Legal team can guide and help you to:

  • Identify the assets and liabilities of an estate;
  • Obtain Probate or Letters of Administration;
  • Pay the debts of the estate;
  • Attend to asset transfers and sales; and
  • Help attend to the registration of death on any jointly owned assets (e.g. real estate)

FAQs

A professionally drafted will is the best way to make sure your loved ones are looked after and your wishes are carried out when you die. Without a will, your estate is distributed under legislation, which can be complex, slow and more expensive for your next of kin.

Your will appoints one or more executors to manage your estate. They identify your assets and liabilities, deal with debts and ensure your property is distributed according to the instructions in your will.

The wills and estates lawyers at Pace Adelaide Legal prepare wills that comply with the formal requirements of the South Australian Wills Act, taking into account your family circumstances, business interests and asset structure.

Yes. People with standing, such as close family members, may challenge a will if they believe they were not adequately provided for or if they allege a lack of capacity or undue influence. Careful drafting and advice can reduce the risk of a successful challenge.

A complex will is often needed where there are blended families, business structures, trusts or vulnerable beneficiaries. It may include testamentary trusts, guardianship clauses, provisions for children of previous relationships and directions about how and when beneficiaries receive their inheritance.

When an estate is contested, the court considers whether the will is valid and whether eligible family members have been given adequate provision. Experienced wills lawyers can negotiate on behalf of the executor or claimant and, where necessary, represent them in court proceedings.

Common reasons include concerns about the will maker’s mental capacity, allegations of pressure or undue influence and situations where a spouse or child feels they have not been provided for fairly, particularly in blended families with competing interests.

An enduring power of attorney continues to operate even if you lose mental capacity. It lets you choose who will manage your financial and legal affairs if you can no longer do so yourself.

An enduring power of attorney continues to operate even if you lose mental capacity. It lets you choose who will manage your financial and legal affairs if you can no longer do so yourself.

Yes. You can limit what your attorney is allowed to do, for example by restricting their ability to sell property or manage business affairs. Your lawyer can help you tailor the document to reflect your preferences and concerns.

A power of attorney is generally limited to financial and legal decisions and does not usually authorise someone to make lifestyle or welfare decisions such as where you live. Those decisions are normally covered by an advance care directive.

An advance care directive allows you to appoint a substitute decision maker to make lifestyle and welfare decisions if you lose capacity, and to record your wishes about matters such as accommodation and medical treatment if you become terminally ill or unable to decide for yourself.

Both documents must be signed while you still have legal and mental capacity. They take effect if and when you lose capacity, so it is important to put them in place early rather than waiting until there are concerns about your decision making ability.

Estate administration usually involves identifying the assets and liabilities of the estate, obtaining probate or letters of administration, paying debts, transferring or selling assets and arranging registration of death on jointly owned property. Wills and estates lawyers guide executors or next of kin through each step.

Jessica Sinclair

Jessica Sinclair

Chief Counsel/Family Dispute Resolution Practitioner

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