Best Will & Testament Lawyers in Glen Waverley

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Sharrock Pitman Legal
Glen Waverley, Australia

Founded in 1967
30 people in their team
English
Sharrock Pitman Legal is a Melbourne-based boutique law firm with a long history dating back to 1967, renowned for its depth in commercial and property matters as well as estate planning and disputes. The firm holds Accredited Specialist status in Commercial Law, Property Law and Wills and Estates...
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1. About Will & Testament Law in Glen Waverley, Australia

Glen Waverley residents fall under Victorian law when creating and administering wills. The key statutes are the Wills Act 2008 (Vic) and the Administration and Probate Act 1958 (Vic). These Acts set out how a will must be prepared, witnessed and executed, and how estates are administered after death. For the latest text of the acts, consult the official Victoria Legislation website.

A valid will in Victoria must be in writing, signed by the testator, and witnessed by at least two adults who are not beneficiaries or the spouse of a beneficiary. A will can be self-proved to speed up probate by using sworn statements witnessed by the two witnesses. If these formal requirements are not met, a will may be challenged or declared invalid. Local residents often benefit from professional guidance to ensure all formalities are correctly satisfied.

Because Wills and Probate law can be highly technical, many Glen Waverley residents choose a solicitor or legal practitioner to prepare or review documents. A properly drafted will helps avoid disputes among family members and reduces probate delays. For more information on how these requirements apply to your situation, see the Victoria.gov consumer and legislation resources linked below.

Wills guide the distribution of assets after death and help prevent disputes among family members.

Consumer Affairs Victoria

Recent guidance from Victorian authorities emphasizes clarity in wills and probate processes, especially in complex family situations or when digital tools are used to draft or store estate documents. See official consumer information for Will and Estate planning in Victoria for up-to-date guidance.

Professional advice helps ensure compliance with formal requirements and reduces the risk of a dispute during probate.

Legislation Victoria and Consumer Affairs Victoria

Key governing sources and updates are available at official government portals, including the Victorian Legislation site and Consumer Affairs Victoria. They provide authoritative details on who may witness a will, what constitutes testamentary capacity, and how wills are probated in Glen Waverley and across Victoria.

2. Why You May Need a Lawyer

  • Blended families with substantial assets in Glen Waverley - You may need a lawyer to clearly allocate property between biological children, stepchildren and a current spouse, while complying with Victoria's inheritance rules.
  • Guardianship provisions for minor children - If you have young children, a lawyer can designate guardians and set up suitable trusts or care arrangements within the will.
  • Complex asset structures or foreign properties - Real estate, shares, or business interests held in multiple jurisdictions require careful drafting to avoid unintended transfers or tax complications.
  • Executors and trustees selection - An attorney can help you choose reliable executors and trustees, and outline their duties and powers to minimize delays and disputes.
  • Potential disputes or risk of challenge - If your family history includes potential contestable circumstances, a lawyer can craft enforceable provisions and provide strategies to reduce disputes.
  • Special considerations for dependents with disabilities - A lawyer can structure discretionary trusts or special needs provisions to protect entitlements while meeting legal requirements.

These scenarios reflect common real-world considerations for Glen Waverley residents and illustrate why professional guidance often improves outcomes. A qualified solicitor or legal counsel can tailor a plan to your family, assets and goals while ensuring compliance with Victorian law. For more details on how the law applies locally, consult official Victoria resources linked in section 3.

3. Local Laws Overview

  1. Wills Act 2008 (Vic) - This Act governs the formal execution of wills, including writing, signing and witnessing requirements. It provides the framework for creating valid wills in Victoria, including the rules around testamentary capacity and the role of witnesses.

    Source: legislation.vic.gov.au

    Notes: The Act is in force with ongoing amendments; consult the legislation site for current sections and commencement details.

  2. Administration and Probate Act 1958 (Vic) - This Act covers probate, administration of estates, and related procedures after death. It interacts with the Will to determine how property is distributed when someone dies intestate or under a valid will.

    Source: legislation.vic.gov.au

  3. Consumer Affairs Victoria guidance on wills and estates - While not a statute, this state government resource provides practical information on making wills, probate, and handling disputes in Victoria.

    Source: consumer.vic.gov.au

Recent trends in Victoria include increased emphasis on clear documentation, digital planning tools, and timely probate processes to reduce delays. For Glen Waverley residents, consulting official resources helps ensure that local practices align with state laws. See the Victoria government pages above for the most current information.

4. Frequently Asked Questions

What makes a will legally valid in Victoria?

In Victoria, a will must be in writing, signed by the testator, and witnessed by two adults not beneficiaries. The testator must have testamentary capacity and act voluntarily. A self-proved will helps with probate by confirming the witnesses' statements.

How do I appoint an executor in Victoria?

Appoint an executor in your will by naming them in the document. Consider someone trustworthy and capable of handling assets and probate tasks. You may also appoint substitute executors if your first choice cannot serve.

What is the typical cost to prepare a will in Glen Waverley?

Costs vary by complexity and lawyer, but a straightforward will often ranges from several hundred to a few thousand Australian dollars. A complex estate with trusts or overseas assets attracts higher fees.

How long does probate usually take in Victoria?

Probate times vary with the court workload and estate complexity. Simple estates may take a few months, while larger or contested estates can take many months longer. A well drafted will speeds up the process.

Do I need a lawyer to draft a will in Glen Waverley?

While you can draft a will yourself, a lawyer reduces the risk of invalid provisions and ensures compliance with Victorian law. Professional drafting helps prevent future disputes and probate delays.

Can a will be updated after marriage, separation or divorce?

Marriage generally revokes prior wills in many Australian jurisdictions, but you should review and update your will after major life events. Divorce does not automatically invalidate a will; a re-write is usually advised.

How should I handle digital assets in a Victorian will?

Address digital assets like online accounts, digital wallets, and social media. Include access, control, and asset transfer instructions. Legal guidance helps ensure these provisions are enforceable.

What happens if a beneficiary disputes a will?

A beneficiary may challenge a will on grounds such as lack of capacity or undue influence. The court may admit or invalidate provisions after evidence is heard. A lawyer can help prepare robust, defendable clauses.

How can I ensure guardianship for minors in Glen Waverley?

Specify guardians in your will, and consider appointing an alternate guardian. You may also set up testamentary trusts to manage funds for dependent children until they reach a chosen age.

When should I review and update my will?

Review your will after major life events, such as marriage, birth of children, divorce, death of a beneficiary, or changes in asset holdings. A routine annual check is useful for long-term planning in Glen Waverley.

Is a handwritten or holographic will valid in Victoria?

A will must be in writing, signed by the testator and witnessed. A purely handwritten document without witnesses may be invalid. Consult a solicitor to confirm the appropriate form for your situation.

What is the role of the Public Trustee in administering wills?

The Public Trustee can assist in administering estates where there is no suitable executor or where beneficiaries request professional administration. Contacting the Public Trustee in Victoria provides guidance on probate administration.

5. Additional Resources

  • - Official text of Wills Act 2008 (Vic) and Administration and Probate Act 1958 (Vic) with commencement details. legislation.vic.gov.au
  • - Practical information for making a will, probate, and common issues. consumer.vic.gov.au
  • - Local government information and links to legal and community services in Glen Waverley. monash.vic.gov.au

6. Next Steps

  1. Clarify your goals - List beneficiaries, assets in Glen Waverley, and any special provisions you want, such as guardianship or trusts. Target 1-2 hours to prepare a summary for a lawyer.
  2. Identify potential executors and guardians - Choose trustworthy individuals and consider backups. Discuss your choices with them to avoid future disputes.
  3. Consult a Victorian wills and estates lawyer - Schedule a consultation to review your draft, ensure compliance with Wills Act 2008 (Vic) and Administration and Probate Act 1958 (Vic). Bring asset lists and custody arrangements.
  4. Draft or review the will - Have your document drafted or reviewed for formal execution, signing, and witnessing requirements. Consider a self-proved will to streamline probate.
  5. Formal execution and witnessing - Execute the will in the proper format with two eligible witnesses. Ensure the witnesses are not beneficiaries or spouses of beneficiaries.
  6. Store and register the will - Keep the original in a safe place and provide copies to your executor and lawyer. Consider a digital copy for quick access, while keeping the original secure.
  7. Schedule periodic reviews - Revisit your will after major life events or substantial changes to assets. Set a reminder to review every 2-3 years.

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Disclaimer:

The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation.

We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.