Wills & Estate Planning Lawyers Sydney

A Will that doesn’t account for your superannuation, family trust, or blended family isn’t just incomplete; it may not hold. Proper estate planning in NSW requires more than a signed form. The structure behind it is what determines whether your intentions are carried out.
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What Happens to Your Estate Without a Valid Will

If you die without a valid Will in NSW, the Succession Act 2006 decides who receives what. The Supreme Court of NSW appoints an administrator. A statutory formula then divides your assets, and that formula won’t recognise a blended family, an estranged child, or a de facto partner you’ve been with for twenty years

.A properly drafted Will controls more than who inherits. It deals with superannuation that sits outside your estate. It protects vulnerable beneficiaries through a testamentary trust, rather than handing them a lump sum they may not be ready to manage.

Why Sydney Families Trust Hillcrest with Their Estate Planning

Estate planning done properly accounts for more than a Will. It accounts for the full picture, superannuation, trusts, family structures, and what happens if your circumstances change.

Wills & Estates Specialists

Accredited by the Law Society of NSW. We advise on complex estates where there's a testamentary trust involved, a business in the structure, or assets held across more than one entity.

Advice Built Around Your Actual Position

A family trust changes how a Will needs to be drafted. So does an SMSF. So does a company you control. We draft to your structure, not a template.

Fixed-Fee, Scope in Writing

You receive a written scope and quote before any work starts. No hourly creep, no surprise invoices.

What Makes a Will Legally Valid in NSW

Testamentary Capacity

The person making the Will needs to understand what they own and what the document actually does. They also need to recognise who might reasonably expect provision from their estate. Without capacity, the Will can be challenged in the Supreme Court of NSW.

Executor Appointment

Your executor administers your estate after death. That includes applying for a grant of probate, dealing with assets, and paying out beneficiaries, but the job often runs longer than people expect, especially where there's a business or property involved.

Intestacy Risk

Without a valid Will, the Succession Act 2006 (NSW) decides who receives what. The statutory formula treats every estate the same way. It won't recognise a blended family. It won't recognise a de facto partner you never registered. And it doesn't reach assets held outside the estate at all.

Estate Planning That Reflects Your Position

A Will is the foundation, but sound estate planning in NSW means accounting for superannuation, family trusts, and the people who depend on what you’ve built. Getting the structure right now is what prevents disputes, delays, and unintended outcomes later.

Speak With a Sydney Wills & Estates Lawyer

Complex estates, blended families, family trusts, and SMSFs are where Will kits fail, and disputes begin. Book a confidential consultation to have your estate structure reviewed by an Accredited Specialist.

Start Your Legal Journey With Us Today

Contact Hillcrest Family Lawyers for expert guidance and compassionate support. Let’s discuss how we can help you navigate your family law matters.

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Sydney's premier choice for all family law matters, divorce, child custody and other family law matters specialist

What Our Clients Say

Estate planning and probate matters are rarely straightforward. The feedback we receive most often isn’t about speed; it’s about finally understanding what their options were.

Frequently Asked Questions, Wills & Estate Planning in NSW

Every estate is different, so a consultation is what produces actual advice. The answers below cover the questions clients raise most often before that conversation.
Can I use my Will to leave my superannuation or SMSF balance to whoever I want in NSW?
Not directly. Superannuation sits outside your estate. It’s controlled by the trust deed and your binding death benefit nomination — not your Will. For SMSFs, the deed decides who receives the balance, and if your nomination has lapsed or wasn’t valid, the trustee makes the call. We see this go wrong most often with SMSFs, where the deed says one thing and the family assumed another.

A Family Provision Claim is what happens when someone challenges a Will on the basis they should have received more. The application goes to the Supreme Court of NSW under the Succession Act 2006 (NSW). A current spouse or de facto partner can bring one. So can the deceased’s children, whether biological or adopted. A former spouse may have standing if maintenance was still being paid. A grandchild or other dependent may qualify if they were financially supported by the deceased.

The Court doesn’t apply a checklist. It weighs the claimant’s financial position against the size of the estate, looks at the relationship between the claimant and the deceased, and considers what provision was already made in the Will. A carefully drafted Will reduces the risk of a successful claim. It doesn’t remove it.

A de facto partner of two years or more is treated as a spouse under the intestacy rules in the Succession Act 2006 (NSW). The catch is the formula itself. It splits the estate by rigid percentages and won’t reflect the agreement you had with your partner, the children from a previous relationship, or anything you’d told the family you wanted to happen.
Marriage revokes an existing Will in NSW unless the Will was made in contemplation of that marriage. Divorce doesn’t go that far. Gifts and appointments to a former spouse fall away, but everything else in the Will remains in force. Either event should trigger an immediate review — a partial Will can create real problems during probate.
A standard Will hands assets straight to your beneficiaries. A testamentary trust Will sets up a trust at the point of death, with a trustee who controls how and when each beneficiary receives anything. That changes the tax position — income distributed to children or grandchildren is taxed at adult marginal rates rather than penalty rates. It also protects beneficiaries who shouldn’t receive a lump sum: a minor, someone with a disability, or someone whose relationship may not survive the next five years.
Not through the Will alone. A family trust is controlled by its deed — specifically the appointor and trustee provisions. A company is controlled through its shares and constitution. Your Will can deal with shares you personally own, but the underlying control of the trust or company sits in those other documents. Succession planning for trusts and corporate structures is a separate piece of work from Will drafting, and the two need to align.

Book a Wills & Estate Planning Consultation in Sydney

Most estate planning problems are discovered too late, during probate, or when a family provision claim has already been filed. A consultation with an Accredited Specialist covers your Will, your asset structure, and whether what you have in place actually does what you intend. Book a confidential consultation today.
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