The Melbourne Probate Lawyer

The Melbourne Probate Lawyer We assist Executors and people who have recently lost a loved one with how to manage their loved one's deceased estate and assets.

The role of executor is an important one and one that can be confronting if you are undertaking this role for the first ...
13/09/2024

The role of executor is an important one and one that can be confronting if you are undertaking this role for the first time.

See below to read some helpful tips to assist you in your role as executor.

If you would like to chat about the Probate or Letters of Administration process or some guidance on the responsibilities of executors we offer both in office and zoom consultations to make it as easy as possible for you.

Welcome Spring! Spring is often a time of new beginnings as flowers start to bloom and we say goodbye to winter. As a pr...
01/09/2022

Welcome Spring!

Spring is often a time of new beginnings as flowers start to bloom and we say goodbye to winter.

As a probate lawyer I see lots of new beginnings.

I see people commence their new beginnings without their loved ones, often in a world that now feels strange and unfamiliar.

Like blooms, they soon learn to flourish and embrace their new beginning, whilst at the same time holding on to cherished memories of their loved one and beautiful times spend together.

So here is to Spring and new beginnings. 🌸

One of the biggest estate planning mistakes people make is waiting for the right time to put their Will and Estate Plan ...
19/08/2022

One of the biggest estate planning mistakes people make is waiting for the right time to put their Will and Estate Plan in place.

Whether that’s waiting until they get married, divorce, start a business, have a child, buy a house or settle on a house.

The reality is if you don’t have an up to date, relevant Will and Estate Plan in place then you are leaving yourself, your family and loved ones exposed.

Sometimes people unexpectedly die whilst waiting for the “right time” to put their Will in place.

If you love your family and loved ones and want to leave a beautiful legacy behind for them don’t wait for the right time, put your Will and Estate Plan in place today. It will give you and your loved ones peace of mind.

We understand that there is no such thing as one size fits all. That’s why we have created different probate packages f...
14/08/2022

We understand that there is no such thing as one size fits all.

That’s why we have created different probate packages for you.

It gives you flexibility to decide how much help you require.

You may only wish for us to assist you with obtaining a Grant of Probate or you may decide you need help with estate administration too.

Whatever your requirements are we have a package to suit your needs.

For more information on our packages please get in touch or check out our packages on our website www.themelbourneprobatelawyer.com.au

Being an executor can be overwhelming, particularly if you have not undertaken this role previously. It is imperative th...
28/07/2022

Being an executor can be overwhelming, particularly if you have not undertaken this role previously. It is imperative that you reach out to relevant people who can assist you with the role. If the deceased has an accountant, financial planner or solicitor reach out to them. The financial planner will be able to save you lots of leg work in advising you of their investments and other relevant financial information whilst the accountant will be across taxation matters. If the deceased had business interests it is even more integral that you tap into the resources that the accountant and financial planner can provide to you as it will make your role as an executor so much easier. A Probate Lawyer will be able to guide you through the process of applying for a Grant of Probate, Administration of a deceased's assets and distribution of the estate. Always remember you are not alone, you just need to reach out to trusted advisors.

Large and complex estates can be overwhelming for executors to deal with. There is often the sale or transfer of a numbe...
23/05/2022

Large and complex estates can be overwhelming for executors to deal with.

There is often the sale or transfer of a number of properties, share portfolios to be liquidated or transferred, business assets to contend with together any specific wishes and requests that the deceased may have left.

To alleviate executors of the stress we work closely with them throughout the Probate and Administration process providing guidance and support to make this process as smooth and easy as possible

Obtaining a Grant of Probate of a Will prepared using a Will kit can be more costly and time consuming. This is particu...
22/04/2022

Obtaining a Grant of Probate of a Will prepared using a Will kit can be more costly and time consuming.

This is particularly the case if there are issues with the Will, for example, it wasn’t properly executed or witnessed, there is no date or the provisions of the Will are unclear or ambiguous.

The Court may issue requisitions asking for additional information which will delay the Grant of Probate.

It really does pay to put in place a well drafted Will whilst you are alive as it will make the probate process so much easier for your executor when you are no longer here

This week we have successfully obtained a number of Grant of Probates from the Supreme Court on behalf of clients. Losin...
18/04/2022

This week we have successfully obtained a number of Grant of Probates from the Supreme Court on behalf of clients.

Losing a spouse, partner, sibling, child, friend or any other loved one is an emotional and sad time.

For many executors it may be the first time in this role and they are unsure how to navigate this unfamiliar territory.

We have extensive experience in obtaining Grants of Probates for clients and assisting with the administration of deceased estates and can guide executors through this journey.

If you or someone you know has recently lost a loved one and requires a probate lawyer to take care of the administrative burden and assist them with obtaining a Grant of Probate please get in touch, we would love to help.

Well this is it. The Ending. Planning for the end of your life. Some people find this too confronting or perhaps too mor...
12/03/2022

Well this is it.

The Ending.

Planning for the end of your life.

Some people find this too confronting or perhaps too morbid, others just don’t want to think about it.

To some it is a unique opportunity to organise their final farewell, their final legacy in their own way.

If you do have specific wishes relating to your final farewell be sure to list them in your Will or leave detailed instructions in your personal papers with a copy of your Will so your executor knows what your wishes are.

The more specific you are the better. For instance, if it is your wish to be cremated and your ashes scattered at your favourite holiday location document this wish so that people know.

If you want no fanfare and to be cremated privately and your ashes scattered remotely stipulate this. By providing clarity to those left behind you are alleviating them what could prospectively be emotionally painful decision making.

Why use a Probate Lawyer?* They can evaluate your situation and provide relevant and comprehensive legal advice* The...
11/03/2022

Why use a Probate Lawyer?

* They can evaluate your situation and
provide relevant and comprehensive
legal advice

* They know the relevant information
that needs to be obtained

* They can complete the probate
documentation that is required to be
submitted with the Courts and ensure
that they are correctly executed

* They can attend to placing the
advertisement of your intention to
apply for a Grant of Probate

* They can undertake the relevant
searches required to be undertaken
prior to the lodgement of the Probate
documents

* They can guide you through the
administration of a deceased estate
process

* They can deal with aggrieved
beneficiaries and other parties

* They take the burden of dealing with
everyday administrative complexities
away from grieving loved ones and
provide compassionate easy to
understand legal advice

* They can save you time and money
by having the Grant of Probate done
by a Probate Lawyer experienced in
the Court processes and the
administrative requirements

Many people say it must be really hard working in this area of law. I tell them it’s not, I wake every day feeling very ...
15/01/2022

Many people say it must be really hard working in this area of law.

I tell them it’s not, I wake every day feeling very privileged to work in an area of law that I am passionate about.

It’s incredibly enriching helping clients through such an emotional time of their lives, to partake in a journey where they are saying goodbye to a loved one and often there are tears and laughter which connects us even more.

One thing that I have noticed become more paramount is a celebration of the person who has passed away.

Celebration of a life lived well, celebration of times shared together, celebration of the triumphs and the obstacles they overcame and a celebration of how blessed they were that their loved one was merely part of their life.

To hear the stories of their loved ones and how they are celebrated is a privilege in itself and for that I am thankful. So remember, even in hard times it’s important to celebrate.

Often people leave a Letter of wishes in their personal papers with their Will. Although these wishes are not legally bi...
22/10/2021

Often people leave a Letter of wishes in their personal papers with their Will.

Although these wishes are not legally binding they are to give the executor guidance into what their wishes are.

They could include wishes in respect to their funeral and what ceremony is to take place, what music they would like played and list the people they would like to take a special part in their funeral.

As an executor it’s a good idea to check whether a Letter of Wishes was left to them by the deceased as such letter will provide the executor with invaluable guidance.

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3114

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