Estate Planning

When it comes to estate planning, we start with the end in mind.

As lawyers specialising in wills and estates litigation, we have handled countless will dispute cases. We have seen the problems that might arise from a poorly drafted will. Our experience in these cases is what sets us apart from traditional estate planning lawyers.

We offer several advantages, especially for complex or larger estates:

Expertise in Dispute Resolution

We are well-equipped with the knowledge to resolve disputes that can arise during estate planning and execution. We will be able to identify potential conflicts beforehand and structure your estate plan in a way that minimises the risk of future litigation.

Understanding of Litigation Risks

We have firsthand experience with the pitfalls that can lead to disputes over wills and estates. We will use this knowledge to draft an estate plan that is less likely to be contested, protecting your wishes and your beneficiaries.

Protection Against Claims

We can provide advice on how to protect your estate from potential claims by creditors, ex-spouses, or estranged family members. Our strategic approach can safeguard your assets and ensure they are distributed according to your wishes.

Complex Estate Management

If your estate involves complicated aspects like business organisations, multiple properties, or assets that span different jurisdictions, we will be able to navigate these complexities. We can ensure that your estate plan covers all the legal requirements and reduces the likelihood of further disputes.

Current Legal Knowledge

Estate law is constantly evolving. We are always keeping up to date with the latest legal developments and changes, ensuring your estate plan remains compliant with current laws and regulations.

Comprehensive Estate Planning

Beyond just drafting a will, we can help with a range of estate planning, including trusts, powers of attorney, enduring guardianship, and more. Our comprehensive approach ensures all aspects of your estate are covered.

Peace of Mind

Knowing that your estate plan has been prepared with the possibility of future disputes in mind can provide significant peace of mind. You can be confident that your wishes will be honoured, and your beneficiaries are protected.

Engaging us for your estate planning can prove especially beneficial if you anticipate any complexity or contention in the administration of your estate. Our specialised skills and experience can make a significant difference in ensuring your estate is secure and your planning intentions are fully realised.

How do I write my own will?

Dormers does not recommend anyone writes their own will.
Why should I have a will?

If you don’t have a will, then you have no executor and therefore, no one is authorised to represent your estate once you die. An application for Letters of Administration can also cost thousands of dollars and there is complexity around the process. The other thing to remember is that someone you don’t even like or know could end up being your Administrator. If you leave a will, then you can say who manages your estate when you die.
But I don’t have any assets, what’s the point in having a will?

These days, everyone at least has superannuation so there is some risk that may fall within notional estate, in NSW at least. Most super policies also contain life insurance, which can be substantial. This can become part of your estate in some cases.
What is testamentary capacity?

In order for a will to be valid, the will-maker must have testamentary capacity. This means that the will-maker must: understand the nature of making a will and the effect of making a will understand, at least in general terms, the nature and extent of the property of which they are disposing be aware of those who might be thought to have a claim upon their testamentary bounty have the ability to evaluate and discriminate between the respective strengths of the claims of such persons
Do I truly have testamentary freedom?

You are free to set out your wishes and how you would like your assets to be distributed after death in a will. Such a freedom, however, is not absolute in Australia.
What are mutual wills?

Mutual wills can also be called mutual will contracts. Mutual wills form a legally binding contract between two people. It involves two wills being drafted in terms that both parties agree to, and it prohibits either party from revoking or amending their will unless the other party agrees. As a result, when one person dies, both wills can no longer be amended. See also: The Curious Case of the Mutual Will
What is the difference between a “normal” will and mutual wills?

Usually, normal wills are revocable. That means it can be cancelled and you can make a new one. However, mutual wills can only be revoked while both parties are still alive, have capacity, and when there is agreement between the parties. Therefore, mutual wills contain an express or implied agreement not to revoke the will after the death or incapacity of either party.
What is an example of a mutual will?

An example may be where a couple makes an agreement that when the surviving partner dies their property will go to a specified beneficiary. Another example may only deal with the will of one of the parties. For example, when a housekeeper agrees to work for free on the basis that their employer will leave the house and contents to them.
When would I be involved in a mutual will?

A common scenario is when you wish to gift your estate to your surviving spouse to ensure your wealth passes on to your children when your surviving spouse dies. A mutual will would ensure that when you die, your surviving spouse cannot amend or revoke the will. This means your children will become the “ultimate beneficiaries” of your estate. In another case, you may wish to gift your estate directly to your children without gifting anything to your surviving spouse. In such a case, a mutual will could prevent your surviving spouse from making a family provision claim against your estate.
Are mutual wills confined to husbands and wives?

No. Mutual wills can be made between any two people who wish to bind each other to an estate plan.
What happens if one party breaches the mutual will?

If your surviving spouse breaches the mutual will, you can reply on the mutual wills contract to obtain some type of compensation.
Can you give me an example of how a mutual will would work?

Imagine Clare and John are married. They each have a daughter from a previous marriage. They make wills to agree to leave their assets to each other. In such wills, they agree the estate of the surviving spouse would be equally divided between Clare’s daughter and John’s daughter. John dies a few years later and his estate passes to Clare. At the time of John’s death, Clare’s estate is held on a constructive trust. (Constructive trust is an arrangement where a person holds property as the owner for the benefit of at least one beneficiary). This means that Clare must deal with the assets in the estate in the way that was outlined in the mutual will.