Services

We help clients all over the world navigate their way through the pitfalls and complexities of Australian Wills + Estates Law.

We advise, negotiate, mediate, and where necessary, we litigate.

We have the full complement of skills and expertise in-house to steer you to a successful outcome, no matter what kind of Wills + Estates issue you might be facing. Whether you are:-

  • overwhelmed by executor obligations and unsure where to turn;
  • looking for premium advice and representation in a Wills + Estates case that is already on foot;
  • wanting to put together a comprehensive estate plan so your legacy isn’t just left to chance;
  • in the throes of dispute you hope to resolve without the need for Court action;
  • wondering where you stand and what your rights and entitlements might be;

we can help.

It is a curious quirk of the law that the more one knows about litigation, the more skilled one becomes at avoiding it by means of alternative dispute resolution.

Regardless of where the parties are located, so long as the estate or litigation is in Australia, we can help.

We are especially adept at handling the logistical issues that arise when an estate is spread across different States and Territories.

The benefits of timely and accurate advice
in any case involving Wills + Estates Law

Get ahead of the strict TIME LIMITS that apply to many actions taken under Wills + Estates Law.

Gain peace of mind and clarity in complex Wills + Estates matters.

Maximise the prospects of success of whatever action you decide to take.

Wills + Estates Law - it's all we do

Zion legal melbourne sydney brisbane perth will estates lawyers

Over 30 years of combined nationwide experience
and expertise in Wills + Estates Law.

Will Disputes

You may have grounds to contest a will where you have not been adequately provided for, or the validity and/or meaning of the will is in question. Strict time limits apply in all States and Territories for claims of this kind.

Estate + Trust Disputes

  • Improper administration of an Estate by an Executor
  • Applications for removal of an Executor
  • Recovery of monies misappropriated from an Estate
  • Disputes between co-Executors

Superannuation Disputes

If you don’t have a binding death benefit nomination in place with your superannuation fund, the trustee of the fund has a discretion about who should receive the benefit. You may have grounds to challenge the trustee’s decision but strict time limits apply to such claims.

Deceased Estate Administration

Executors of a will have important legal obligations to the Estate’s beneficiaries. Whilst many Estates are administered quickly and efficiently without the need for Court action, Executors often find themselves being sued by beneficiaries, creditors and/or other stake-holders.

Property Disputes

Any given asset may or may not form part of a deceased estate. This may depend on who contributed to the asset’s acquisition or improvement.

A significant contributor, for example, may claim an ‘equitable interest’ in the asset which has implications for what propery passes pursuant to a Will or to the laws of intestacy when there is no Will.

Gifts made before death can also be challenged where coercion, lack of mental capacity or outright fraud are involved.

Estate Planning

Effective estate planning means your assets are distributed in accordance with your final wishes.

An effective estate plan-

  • minimises the risk of disputes between beneficiaries
  • makes adequate provision for loved ones and others you intend to benefit
  • includes contingencies to protect your interests in the event that you lose capacity, whether temporary or otherwise.

Without an effective estate plan, your legacy will be left to chance.

Effective estate planning means your assets are distributed in accordance with your final wishes.

An effective estate plan –
  • minimises the risk of disputes between beneficiaries
  • makes adequate provision for loved ones and others you intend to benefit
  • includes contingencies to protect your interests in the event that you lose capacity, whether temporary or otherwise.
Without an effective estate plan, your legacy will be left to chance.
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