Maurice Buckley, C.T. Poole & Son

Solicitors

Serving Sydney for 140 Years

est. 1882

Making a family provision claim

Family Provision

Some family members may be entitled to make a family provision claim under the Succession Act 2006 to vary the terms of a will.

If you are an ‘eligible person’ under this Act, you will need to seek an order from the Supreme Court, and we can act on your behalf. We can also act for  an executor in defending such a claim.

We will take appropriate instruction, prepare documents, attend court for mentions and other preliminary steps, and engage counsel at the hearing.

It is now compulsory to have mediation of family provision claims before listing for a hearing. These mediations can produce some surprising results and resolve matters even if it appeared to be impossible at the outset.

This can save a great deal of time, cost and anxiety by helping both parties come to an agreement without the uncertainty of the outcome of a hearing before a Judge.

Ask us about the process involved in defending or making a family provision claim

Powers of Attorney & Guardianship

Who will make financial, legal and lifestyle decisions on your behalf if you’re unable to? When we meet to discuss your will, we can discuss why, how and who to appoint as an Enduring Power of Attorney or Enduring Guardian.

Trusts and Superannuation

A family trust can offer good asset protection benefits against creditors.  Also, the trustee can usually distribute the income of the trust to the beneficiaries tax effectively.

Accredited Specialists Wills & Estates Law