With Australia’s ageing population there is now a greater focus on the necessity of organising one’s affairs. This not only includes one’s finances but also one’s will and funeral arrangements.
Lack of proper consideration for these arrangements has precipitated litigation between family members.
Litigation in this area can also sometimes include:
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The lawyer who drew the will;
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The lawyer who administered the estate; and/or
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The lawyer who assisted in the administration of the estate by acting for the legal personal representative.
This fertile ground of litigation can to some extent be rendered nugatory by a disciplined approach to the duties and responsibilities which confront a practitioner.
This seminar has been prepared on a common sense practical approach to those issues.
Topics to be covered in this seminar will include:-
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Satisfying yourself the person has testamentary capacity
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Taking instructions
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Drafting the will
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Executing the will
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Who is entitled to a copy of the Will?
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Should Probate be obtained?
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Obtaining Probate
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Duties of Executor / Executrix / Legal Personal Representative
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Deceased’s body – funeral arrangements
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Getting in the assets and paying the estate debts
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The six (6) month rule
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The twelve (12) month rule
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Distributing the estate
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Family arrangement
