Contesting Wills Melbourne

Probate & Will Dispute Lawyers

We can assist you with all Will disputes in Melbourne and can help you get what you are legally entitled to.

Our Will dispute lawyers have the experience and expert knowledge you need to effectively resolve an estate dispute or challenge a Will in Melbourne. Our team are highly reputed in the legal industry as experts in Succession Law and they will fight fiercely for your rights.

We will immediately evaluate your claim so that you know where you stand. Whether it’s for contesting Wills or another matter, our Melbourne lawyers will help you understand the steps you need to take, the time limitations that apply that you need to be aware of, and what your prospects of success are in making a family provision claim.

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Contesting Wills FAQs

A Will-maker has an obligation to provide for any person for whom they had a responsibility to provide for. If you have been left out of a Will or left without adequate provision, or if there is no Will under the rules of intestacy, you may be entitled to make a Family Provision Claim in Victoria.

You must prove that you are an eligible person under legislation to contest the Will, and that adequate provision has not been made for your maintenance, education, and advancement in life.

You must be an “eligible person” to contest a Will in Melbourne. Eligible persons include:

  1. A spouse or domestic partner
  2. A child, stepchild, or grandchild
  3. A former spouse or former domestic partner
  4. A person who was a member of the deceased’s household

Parents, nephews, nieces, siblings, cousins, and carers can only contest a Will if they can qualify as a member of the household of the deceased, or as an assumed child.

Strict time limits are applicable when contesting a Will. It is imperative that you take prompt action if you intend to make a family provision application.

In Victoria, your application must be made within 6 months from the date of probate or administration, following the deceased’s death.

In some circumstances, the time limitation can be extended for a further period, however this is at the absolute discretion of the court and the estate must not have already been completely administered.

There are various factors the court will consider when someone makes a family provision claim. Firstly, the person making the claim needs to be deemed an eligible person. Once eligibility is established, the court will apply the below test;

“did the deceased person have a moral responsibility and fail to observe their legal obligation to make adequate provision for the claimant?”

The court will examine all the relevant facts of the matter and will consider:

  • The value and location of the estate after debts and funeral arrangements have been deducted;
  • The characteristics of the claimant, including their age, health, and current and future needs;
  • If the claimant suffers from any mental, intellectual or physical disabilities;
  • The relationship between the deceased and the claimant;
  • If the claimant received any gift, transfer, or other provision from the deceased during their life;
  • The conduct of the claimant;
  • The financial resources of the claimant and if they can prove economic need;
  • Anything else the court considers relevant.
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Family provision claims can incur high costs as they usually involve Supreme Court litigation.

The costs associated with your claim will depend on the unique issues of your matter and to what extent you are willing to pursue the claim.

The attitudes and conduct of all parties involved will also play a part in the legal fees incurred.

In most cases, we take on family provision claims as deferred payments or under our ‘No Win, No Fee’ policy, subject to our determination of you having reasonable prospects of success.

To learn more about the costs involved in contesting a Will, or to discuss our legal fees, please contact our Melbourne team any time on 1800 621 071.

The costs of making a family provision claim are at the absolute discretion of the court. In most cases, the successful party in legal proceedings will have a portion of their legal fees paid by the unsuccessful party.

The court may consider:

  • the size and value of the estate;
  • whether a party has failed to comply with the rules or a practice direction of the court;
  • whether irrelevant material was put before the court;
  • any offer of settlement made by the parties; and
  • any other factors relevant to the case.

If the claimant is unsuccessful in their claim, the Judge may make no order as to costs. What this means is that the claimant would be responsible to pay for their own legal fees, and they may also be required to contribute to the executor’s costs incurred when defending the proceedings.

This is one of the main reasons why it is of absolute importance that you get the right legal advice at the earliest opportunity to determine your prospects of success before starting your family provision claim. Our Melbourne Estate Litigation Lawyers can advise you of the strength of your case, the likely outcome of the proceedings, and what costs may be incurred.

Meet the Estate Litigation Law team

Jeff Garrett - Legal Practice Director - Wills & Estates, Estate Litigation, Property & Commercial, Compensation Law, Commercial Litigation, Criminal Law, Racing & Equine Law

Jeff

Garrett

Legal Practice Director
Wills & Estates, Estate Litigation, Property & Commercial, Compensation Law, Commercial Litigation, Criminal Law, Racing & Equine Law
Lucy McPherson has worked exclusively in estate litigation since 2010. Since starting her legal career in 2010, Lucy has worked exclusively in the area of estate litigation. Lucy is based on the border of New South Wales and Queensland and is competent working across all jurisdictions.

Lucy

McPherson

Partner
Estate Litigation
Amanda is the Department Manager and Senior Paralegal for not only the Estate Litigation and Commercial Litigation Departments, but also oversees both Equine Law and Criminal Law divisions

Amanda

Heather

Department Manager
Estate Litigation, Commercial Litigation, Criminal Law, Racing & Equine Law
April Kennedy joined Attwood Marshall Lawyers in 2008 and is an experienced Estate Litigation Special Counsel, practicing exclusively in the area of probate and estate disputes.

April

Kennedy

Special Counsel
Estate Litigation
Martin provides legal advice in relation to wills and estate disputes, on behalf of Applicants and Respondents, across Queensland, New South Wales, Victoria and other jurisdictions throughout Australia. He has been successful in achieving positive outcomes for beneficiaries and executors in estate litigation matters ensuring that there is minimal loss to the estate.

Martin

Mallon

Senior Associate
Estate Litigation
Lily is a Lawyer in our Estate Litigation team, specialising in contested Wills and disputes over estates. Lily has been working in law since 2018, with a strong background in estate planning, administration and contested Wills.

Lily

Prasad

Lawyer
Estate Litigation
With an interest in Public Relations and Law, Chloe took the opportunity to join the firm and became part of the Administration team in February 2020.

Chloe

Smith

Senior Paralegal
Estate Litigation, Commercial Litigation, Criminal Law, Racing & Equine Law
Amber Roebeck is a Senior Paralegal who supports our Estate Litigation team Amber has over ten years’ experience working in the legal industry. She started her professional career at an insurance brokerage on the Gold Coast before moving to a law firm in Sydney where she was a legal and personal assistant to a Partner in the firm.

Amber

Roebeck

Senior Paralegal
Estate Litigation

Sienna

Marshall

Litigation Paralegal
Estate Litigation, Commercial Litigation
Danielle completed a law and public policy internship at the Legal Resources Centre in Cape Town, South Africa, in 2019 where she worked closely with solicitors on matters relating to socio-economic rights violations.

Danielle

Moore

Paralegal
Estate Litigation, Commercial Litigation