New legislative changes for Attorneys and Administrators

While no person expects, nor wishes, to experience a lack of capacity, the very real fact of life is that they may.  Incapacity can be long term or short term and can impact everyone quite differently. The question of someone’s capacity to understand the nature and the effect of something is fraught with difficulty mainly…

“Probable intention”: Novel rectification case in ACT

Recently the Supreme Court in the ACT was called to determine a question of the interpretation of a Will and subsequent amendments made to the Will by the testator on the day he died. In the Estate of Rummer [2017] ACTSC 277, the Plaintiff called upon the Court to determine the true construction of the…

Informal Revocation: Can a File Note be enough to revoke a Will? (TAS)

This morning, I read a very interesting case that makes me think of the tasks I do on a daily basis; taking notes of my client’s instructions. The case of Public Trustee v Bott [2017] TASSC 43 involved a question of whether a File Note could be an informal document containing the deceased’s testamentary intentions…

Important Amendments to Qld Succession Laws: a sign of the times

We live in a different age.  We live in a world where blended families are a common fixture within our communities.  I, personally, know many beautiful blended families and I’m sure many of my readers do also.  In fact, I’m sure there are some of my readers that may know blended families that are closer…

Not all about the money: Why executor appointments are just as important

When people make a Will, they’re usually predominately concerned with who they will distribute their assets to after they’ve passed.  An exceptionally important part of making a Will is appointing a person as an Executor who will then administer your estate in accordance with the directions you’ve left in your Will. Unsurprisingly, the Courts end up attempting to resolve disputes as to who was ‘rightfully’ appointed as…

Worldy Wisdom: Why a pro forma will still ends up in Court

I’m always curious as to any judgement dealing with will kits or proforma wills.  I have every suspicion we will see more of these as the years go on. Recently the Court had to determine what a testator meant in the matter of Rhodes v Rhodes (as Executor of the Estate of Cecil Ronald Rhodes) & Ors…