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Handy tips for making a claim for further provision – how you can reduce your legal costs

Handy tips for making a claim for further provision – how you can reduce your legal costs

Posted on
Wed, 10/31/2018 - 11:18
Posted by vytran

By Vy Tran - Solicitor

 

When a loved one passes away, it can be an emotionally erratic time in your life.  In our experience, we notice that clients often book an appointment with us a few days after someone passes away. 

 

Clients are often relieved to hear our advice that there is no rush, and for them to take some healing time to mourn for the loss of their loved one.  Once you overcome the shock of your loss, if you feel that you have unfairly been treated in the will, these are some helpful suggestions on what you should do to prepare for your initial consultation with our office:

 

  • Have a look at our RW Blog (https://www.robbinswatson.com.au/node/525) and read our articles on claims for Further Provision – this will give you a general understanding on how claims are undertaken.  We understand that there may be confusing legal terminology out there and you may feel an overwhelming sense of information overload -  that is where we come in, we are here to assist you in navigating through the complex legal principles and solidifying your understanding of your claim.

 

  • Be organized! At your appointment, locate a copy of the will, bring a list of assets/liabilities of the estate and be prepared to answer some personal questions about your own finances - this saves you legal fees on the cost of investigating what is in the estate for you. Please note that if you are dealing with an unreasonable executor and are having difficulty in obtaining the information, we can assist you.

 

***Remember your time limitations – make sure that if you are thinking of making a claim for further provision that you contact us within 6 months of the date of death of your loved one.

 

If you want to know more, please contact me for a complimentary consultation on 07 5576 9999.

 

Should you wish to download a copy of this article click HERE.

 

 

 

DISCLAIMER:
 
  1. The information on this blogpost is of a general nature, not intended to be specific professional advice.
  2. Please seek the opinion of a professional to advise you of your situation.
  3. The author’s opinions are his/her own and do not represent the views of any other person, firm or entity.
  4. The author is not responsible for the accuracy or appropriateness of third-party comments or articles, including those of guest authors and editorial contributions.

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