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Private Client law in Australia refers to a broad range of legal services aimed at individuals, families, and closely held businesses rather than corporations or public entities. Matters under this umbrella typically include estate planning, drafting wills and powers of attorney, probate and administration of deceased estates, trusts, asset protection, tax planning for individuals, and issues involving guardianship or capacity. Private client lawyers act as advisers to protect, manage, and transfer personal wealth across generations in accordance with clients' wishes and Australian law.
There are many situations where a private client lawyer can assist you. Whether you want to make a will, set up a family trust, manage the estate of a deceased loved one, resolve family wealth disputes, protect vulnerable beneficiaries, plan for incapacity by appointing an enduring guardian or power of attorney, or ensure your assets are tax efficient, professional legal advice can prevent costly errors and future conflicts. Lawyers play a critical role in navigating legal complexities, handling paperwork, and offering objective counsel during emotionally charged times.
Australian private client law is shaped by a combination of federal, state, and territory laws. Each jurisdiction has specific legislation governing wills, probate, intestacy, enduring powers of attorney, and family provision claims. The Succession Act in each state or territory regulates how estates are distributed if there is no valid will, who can challenge a will, and the requirements for making or contesting a will. Taxation issues related to inheritance and gifts are governed by federal tax laws. Trusts law is largely determined by state-based legislation and common law principles. Rules concerning incapacity vary between states, with different forms and procedures for enduring powers of attorney and guardianship orders.
If a person dies without a valid will, they are said to have died intestate. In such cases, state or territory intestacy laws determine how their estate will be distributed among family members.
While you can legally write your own will, it is generally recommended to seek legal advice to ensure your will is valid and your wishes are expressed clearly to avoid possible disputes or challenges.
Probate is the legal process of validating a deceased person's will and authorizing the executor to administer the estate. It is usually required before assets can be distributed, especially if real estate or significant assets are involved.
Yes, an eligible person, such as a close family member or dependent, can challenge a will under family provision legislation if they believe they have not been adequately provided for.
An enduring power of attorney is a legal document that allows you to appoint someone to manage your financial affairs if you become incapable of doing so yourself.
Trusts are legal structures that hold and manage assets for the benefit of nominated beneficiaries. They can be used for tax planning, asset protection, and controlling distributions to minors or vulnerable persons.
Australia does not have a specific inheritance or estate tax. However, there may be other tax implications, such as capital gains tax, when inheriting or transferring certain assets.
Special provisions, such as setting up a testamentary trust, can ensure that vulnerable beneficiaries (minors, people with disabilities, or those with financial instability) are cared for without jeopardizing their welfare.
If a person dies without a will, an eligible person (usually a next of kin) must apply for a grant of letters of administration to be legally authorized to administer the estate.
Choose someone trustworthy, organized, and willing to take on the responsibility. Executors should be over 18 and may be family members, friends, or a professional (such as a lawyer or trustee company).
There are several reputable organizations and sources to help you understand Private Client matters in Australia:
- State and territory Supreme Courts for probate and estate administration information - Public Trustees in each state and territory, who offer will-making and estate services - Legal Aid Commissions provide guidance on administering estates and guardianship issues - The Australian Taxation Office for information on tax implications relating to estates and trusts - The Office of the Public Guardian or similar bodies in your state for information on enduring powers of attorney and guardianship - Law Societies in each state and territory maintain directories of accredited Private Client lawyers
If you require legal advice or assistance with a Private Client matter, consider taking these steps:
- Gather all relevant documents, such as existing wills, trust deeds, title documents, or powers of attorney - Clearly outline your objectives and any concerns you may have - Research and select a qualified lawyer with experience in Private Client work in your jurisdiction - Book an initial consultation to discuss your situation and obtain an estimate of costs and likely timelines - Keep your family informed, where appropriate, to minimize misunderstandings and future disputes - Review and update your estate plan regularly, especially after major life events (such as marriage, divorce, or the birth of children)
Remember, every situation is unique. Effective legal support can give you confidence that your wishes will be protected, and your loved ones will be cared for according to your intentions.
