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Wills & Estates
Redman Lynch’s Wills & Estates practice assists individuals and families to secure their futures, discrete delivery of tailored legal solutions.
Delivering
your legacy
We work with our clients and their advisors in the estate planning process to ensure a holistic approach that proactively deals with the complexities, including those arising from business / farming succession, trusts, self-managed-superannuation-funds or family circumstances.
We help our clients navigate the pressures and risks associated with estate litigation, whether contesting or defending a Will.
We assist executors and administrators in understanding their role and responsibilities, during the entire administration process from initiating to distributing to finalising.
We regularly assist our clients in the following ways:
Wills and
succession planning
Preparing Wills.
Advising on mitigation strategies, including in connection to asset exposure, estate litigation and duty or tax.
Advising on testamentary trusts, protective trusts, special disability trusts and life interests, including whether any or all of them are to be created by a Will.
Preparing powers of attorney, including for financial, personal and medical treatment matters.
Preparing binding death nominations, including for industry superannuation funds and self-managed-superannuation-funds.
Estate
administration
Obtaining a grant of probate, if there is a Will, or grant of letters of administration, if there is no Will.
Obtaining, in circumstances of an anomaly connected to the administrator or executor, grant of letters of administration with the Will annexed or a limited grant.
Assisting administrators or executors to pay the liabilities of the deceased, including debts, funeral costs and testamentary expenses.
Assisting administrators or executors to redeem assets of the deceased, including redeeming estate assets, like closing bank accounts and/or redeeming a refundable accommodation deposit (aka ‘RAD’).
Assisting with the distribution of the deceased to beneficiaries, including specific gifts and the selling or transferring of real estate.
Preparing final statements for beneficiaries and finalising the deceased’s estate, including tax affairs.
Estate
litigation
Defending or making claims connected to trust, equity or probate issues, including whether a Will is valid, removal of an executor or administrator or equitable interests in property.
Advising on whether a person is eligible to make a testator’s family maintenance claim.
Defending or making claims connected to whether an eligible person has been left our of a Will or if they have not been adequately provide for in the Will.