Wills and Estate Lawyers in Sydney

Attwood Marshall Lawyers are one of Sydney’s leading Wills and Estate Law Firms, with a dedicated team of lawyers who practice exclusively in estate planning, probate, estate administration and estate litigation. 

Our lawyers in Sydney are ready to help you plan for the future and ensure your best interests, and your family, are protected. There is a lot to consider when putting together an estate plan. It is more than simply writing your Will. Our team can help guide you through the process and ensure your plan reflects your personal circumstances. 

Obtaining probate and completing the estate administration process after a loved one passes away is also an extremely sensitive and comprehensive process to fulfil. We are here to support executors, and families, during the administration process.

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Our Sydney Wills and Estate Lawyers specialise in:

Estate Planning

Our experienced Sydney estate planners keep the process simple. There’s no need to kick the task down the road any longer! You can get all your most basic legal affairs in order including drafting a Will, setting up a testamentary trust, completing Power of Attorney and Appointments of Enduring Guardian documents, and nominations for superannuation and life insurance policies. No matter how simple or complex your estate may be, we can help.

Probate & Estate Administration

Our Probate Lawyers in Sydney are highly skilled in handling deceased estate administration. The team understand that the process of administering an estate comes at a time when you are under significant stress having lost a loved one. We can help carry the burden and support you every step of the way to ensure the administration process proceeds smoothly.

Contesting Wills

Attwood Marshall Lawyers offer extensive services in estate litigation and dispute resolution. Whether you are contesting a Will, challenging the validity of a Will, are involved in a dispute with the Public Trustee, or simply want to understand your rights as a beneficiary, we can help. Estate litigation involves stringent time limitations, so it is important to get trusted advice at the earliest opportunity.

Retirement Planning & Aged Care

It is our intent to help our clients through every stage of life. Transitioning to aged care is a significant milestone that requires a lot of careful consideration and planning. Our experienced Sydney lawyers can provide advice on retirement village leases and service contracts, aged care resident agreements, granny flat agreements, and how transitioning to aged care may impact your estate plan.
Angela Harry Wills and Estates Partner Attwood Marshall Lawyers

Meet Angela Harry

Partner, Wills & Estates

Angela is the partner who leads the firm’s Wills and Estates Department.

She has been with Attwood Marshall Lawyers since 2006, managing a significant workload including complex Wills and estate matters, elder law, estate disputes, and deceased estate administration and probate.

Being based on the border of New South Wales and Queensland, Angela is able to handle matters across both jurisdictions. 

As a a proud member of the Society of Trust & Estate Practitioners (STEP), a global professional association dedicated to guiding families across generations, Angela passionately champions the values of best practice, professional integrity, and continuous education.

Wills and Estate Law FAQs

If you do not have an estate plan, unfortunately it is the loved ones you leave behind who are left to deal with the consequences. Estate planning is more than writing your Will, it encompasses all the legal documents you may need to consider to ensure who you want to benefit from your estate after you die ultimately will, and to ensure you have the protections in place for someone to be able to step into your shoes whilst you are still alive if something unexpected happens and you lose mental capacity to make personal, financial, and health-related decisions for yourself.

When you die without a valid Will, you are deemed to have died intestate. This means that the rules of intestacy will apply, and your estate will be distributed according to a set formula. Every state and territory have slightly different legislation which deals with the distribution of an intestate estate and which family members will inherit was percentage of your estate.

Unfortunately, there is no such thing as a central “Wills register” that lawyers can refer to in order to locate someone’s Will. Finding a lost will can be a time-consuming process. The best approach is to take these initial steps:

  • Check the deceased’s last known residence and search through personal possessions and paperwork
  • Check the deceased’s smart phone or computer to determine if they held electronic copies of a Will or evidence of their testamentary intentions
  • Contact the deceased’s bank to ask if they held a safety deposit box or had documents held in safe custody
  • Contact local lawyers where the deceased person lived in case they hold a copy of the Will
  • Contact the Public Trust Office to begin a search for any Wills they may have in their custody
  • Submit a request to the Supreme Court to search the Probate Office as they maintain a Will registry where the deceased may have chosen to deposit their Will for safe keeping
  • Make a request for a lawyer to place an advertisement in the Law Society Journal for other lawyers to see

This is a common misconception however it cannot be further from the truth. Everyone, no matter their age, health status, or wealth status, should have their most basic estate planning documents in place including a Will and Power of Attorney. Many people underestimate their wealth by overlooking the value of non-estate assets that must be dealt with in an estate plan. This includes planning for what will happen to your superannuation contributions, life insurance policies, the family home, shares, investments, motor vehicles, and other personal belongings.

When you are appointed executor of an estate, it is imperative that you understand everything the role entails. It is not a legal requirement to obtain legal advice in order to fulfil your duties, however it can be extremely helpful when administering a deceased estate, to ensure you are adhering to your responsibilities and obligations.

An Executor will also need to respond to any claims on the estate or challenges of the Will. If someone signals an intention to claim against an estate, the Executor should obtain advice from an experienced estate litigation lawyer as soon as possible.

Beneficiaries of estates have certain rights which are protected by law. If you are having difficulty getting information regarding an estate you are a beneficiary of, we can help.

Contact our Department Manager

Book an appointment today with one of our dedicated Wills and Estate Lawyers in Sydney, to plan for the future and ensure your estate and your family are protected.

Donna

Tolley

Message our Department Manager, Donna