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Wills & Estates

62 articles on Wills & Estates from the McCarthy Durie team.

What Happens If You Die Without a Will in Queensland? Understanding the Rules of Intestacy
May 2026

What Happens If You Die Without a Will in Queensland? Understanding the Rules of Intestacy

Dying without a valid Will is called dying "intestate." When this happens, legislation steps in and decides how your assets are distributed, and the result may be nothing like what you would have wanted.

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April 2026

Big changes are coming to Queensland trust law

Queensland has introduced the Trusts Act 2025 (Qld) , which will replace the Trusts Act 1973 . The new Act aims to update how trusts are managed, making it easier for trustees and offering better…

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Understanding Executor’s Commission in Queensland: A Guide for Clients
February 2026

Understanding Executor’s Commission in Queensland: A Guide for Clients

Serving as an executor can be a daunting task, especially when managing the estate of a loved one. The role comes with numerous responsibilities, and many people are unaware of what these duties entail and how time consuming they can be.  Further, mo

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What is a Grant of Probate?
October 2025

What is a Grant of Probate?

A Grant of Probate is an official document from the Supreme Court of Queensland that confirms the last Will is valid and gives the Executor (the person named in the will to handle the estate) the legal right to deal with the deceased person’s real pr

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Recent Case – Trusts in Family Law Property Disputes
September 2025

Recent Case – Trusts in Family Law Property Disputes

Background The recent Federal Circuit and Family Court of Australia decision in Caldwell v Caldwell[1] provides a timely reminder of how trusts are treated during family law property settlement proceedings, particularly discretionary family trusts u

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Superannuation and Estate Planning
September 2025

Superannuation and Estate Planning

Your superannuation death benefits do not automatically form part of your estate.  How you deal with your superannuation though, is an important part of your estate planning. Recent research reveals that at least 6.5 million Australians have no say

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Why Good Estate Planning Matters: Lessons from Kemp v Findlay
September 2025

Why Good Estate Planning Matters: Lessons from Kemp v Findlay

In the age of digital documents and fast-paced lives, it is easy to put off the formalities of estate planning. However, the recent case of Kemp v Findlay [2025] NSWCA 46 serves as a reminder of why clear, legally sound wills are essential to spare l

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Company Powers of Attorney – Do you need one?
June 2025

Company Powers of Attorney – Do you need one?

by Kimberley Davis What is a General Power of Attorney? A General Power of Attorney (POA) is a legal document that allows a company to give someone else (called an attorney) the power to act for the company. The attorney can: sign contracts; sign

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The easy way to ensure your assets are distributed according to your wishes – A case study
August 2023

The easy way to ensure your assets are distributed according to your wishes – A case study

It is important that your Will complies with the legal requirements, ensuring that it is fair and valid. This is the easiest way to ensure that your assets are distributed according to your wishes. Legal proceedings to settle disputes caused by an u

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Pre June 30 warning for family trusts - ATO to increase scrutiny of trust income distributions
June 2022

Pre June 30 warning for family trusts - ATO to increase scrutiny of trust income distributions

The ATO has released Taxpayer Alert (TA 2022/1) foreshadowing a crackdown on trust income distributions within family groups as part of its focus on tax avoidance schemes. Taxpayers and their advisors should review current distribution arrangements t

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The Importance of Estate Planning for SMSFs
February 2022

The Importance of Estate Planning for SMSFs

The Importance of Estate Planning for Self-Managed Superannuation Funds by Geoff Cameron geoffc@mdl.com.au Self-managed superannuation funds (SMSFs) have become increasingly popular as a method for managing wealth to be used in retirement. A key r

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Your Estate Plan – Don’t forget the Enduring Power of Attorney!
August 2021

Your Estate Plan – Don’t forget the Enduring Power of Attorney!

Having a comprehensive, up-to-date estate plan in place is crucial to ensuring that you and your loved ones are looked after and provided for in the event of your incapacity or death. Failure to implement a comprehensive estate plan, or to review and

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February 2021

Estate Planning Lawyer

Estate Planning Lawyer About the role As an established law firm in Brisbane and the Redlands, our legal experience is extensive and we have helped hundreds of people of all ages and financial and…

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SUCCESSION PLANNING – MORE THAN JUST A WILL
November 2020

SUCCESSION PLANNING – MORE THAN JUST A WILL

Succession planning (also commonly known as estate planning) is not just about the making a Will, it involves many different aspects including planning for incapacity and having an up to date enduring power of attorney.From when a person starts to lo

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What is a Testamentary Discretion Trust (“TDT”)? Do I need one?
May 2020

What is a Testamentary Discretion Trust (“TDT”)? Do I need one?

A TDT is a trust which is set up under your will on your death. A TDT allows your estate assets to be held in trust (or trusts) for your nominated beneficiary/ies. It provides a structure to manage and distribute your estate assets.Who are the partie

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Estate Planning | Why is it important during COVID-19?
April 2020

Estate Planning | Why is it important during COVID-19?

Want to update your Will but concerned about social distancing? See below for our Low to Zero contact options. In recent weeks we have seen a significant uplift in clients updating their Wills & Enduring Powers of Attorney, and new clients getting a

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July 2019

Estate planning should include superannuation

There are a lot of things to consider when completing estate planning and drafting your will . One of these elements is your superannuation benefits. In May the Queensland Supreme Court made a…

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July 2019

New Office of the Public Guardian protects children and adults

As of July 1 2014, the functions of the adult guardian and child guardian will be in the scope of a new statutory body, the Office of the Public Guardian (OPG). The OPG is a new independent statutory…

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July 2019

What type of trust is right for me?

Financial and property matters can be a cause of stress when planning a will. A trust acts as a mechanism to bequeath your possessions how you want. An executor holds or distributes your money or…

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July 2019

What is intestacy?

In Queensland an intestacy arises when a person dies but does not leave behind a valid will or does not effectively dispose of their property in the will. Provisions for how assets are to be divided…

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July 2019

Estate planning is the focus of new research

The Queensland University of Technology (QUT) Health Law Research Centre is conducting a study on the process of making a will and distributing assets. The aim of the study is to explore the level of…

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July 2019

Queensland Supreme Court decide beneficiary in imprecise will

A recent case at the Queensland Supreme Court highlights the importance of estate planning and regularly updating your will. The case concerned an imprecise will. The deceased had had two wills made…

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July 2019

How often should a will be updated?

A will is a very important document, with many estate disputes arising when people pass away without having one in place, a situation known as intestacy . However, just because you have a will in…

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July 2019

What steps go into administering a will?

The executor of an estate ensures that the directions set out in the will are carried out. This process can be a challenging one, especially when it comes at such a stressful time in people's lives.…

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July 2019

When can a will be revoked?

Wills are very important for a variety of reasons, but they are only valuable so long as they are up-to-date. In fact, many estate disputes arise because of outdated information contained within a…

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July 2019

How should property be treated when planning your estate?

Property often makes up the bulk of a person's estate, making it an important area of consideration during the estate planning process . However, gifting property is also governed by its own set of…

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July 2019

How can undue influence be used to contest a will?

In some situations, it will be possible to contest the distribution of a will because the deceased was under undue influence or the will was drafted under suspicious circumstances. While this event…

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July 2019

What to know about a Special Disability Trust

One of the most important areas to consider when drafting a will is whether or not you establish a testamentary trust to provide ongoing financial support for another person. While there are many…

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July 2019

How can a case of partial intestacy occur?

When an individual dies intestate - meaning they did not have a will in place at the time of death - it can create a real challenge for relatives and easily lead to an estate dispute. While the most…

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July 2019

What to know about power of attorney

Planning for your future isn't just about writing a will to ensure your assets are distributed according to your wishes once you pass away. Complementing this process with an Advance Health Directive…

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July 2019

Should international assets be included in your estate planning?

One of the issues that can arise when individuals undertake the estate planning process is that they will need to consider the position of their overseas assets. For individuals with sizeable assets…

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July 2019

Superannuation an important consideration when drafting a will

A recent case before the Supreme Court of Queensland has highlighted the different issues that can arise during the estate planning process, especially when it comes to superannuation. The case arose…

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July 2019

Legal action results from loss of testamentary capacity

A recent case before the Supreme Court of Queensland has highlighted the challenges that can arise when divorce affects the distribution of an estate. The legal action arose after a woman lost…

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July 2019

Imprecise wills can create further problems

In order to reduce the likelihood of complex estate disputes and to avoid ambiguity, it is often prudent to consult an experienced wills and estates lawyer to assist you in the preparation and…

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July 2019

3 things to know about testamentary trusts

Testamentary trusts are an important part of the estate planning process and they can provide a number of benefits for those who are thinking about the future of their relatives. However, these…

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July 2019

What to know about seeking a grant of probate

The application for a grant of probate is often one of the most important stages in the administration of a deceased estate. The application for a grant of probate is a significant responsibility for…

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July 2019

Unclear will ends in legal action

A recent case before the Supreme Court of Queensland has highlighted the challenges that can occur when a will is not properly drafted. In the case of Flower v Allen (2014), the testator's will…

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July 2019

What issues arise with an informal will?

In some cases, an individual will pass away without a will in place, but they have written an informal document before their death. A document might be deemed informal if it hasn't been properly…

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July 2019

What forms can an estate dispute take?

When individuals decide to contest a will, there are a number of things they will need to consider. One of these is how they will undertake the dispute process. To help individuals who might be…

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July 2019

How does estrangement affect a family provision claim?

Estrangement - where two family members have cut their ties and are no longer in contact - can create a significant obstacle for individuals as they undertake the estate planning process . Under…

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July 2019

Major life events that may require an update to your will

Most people write their last will and testament with certain beneficiaries in mind. They may also have an idea of which assets to bequest. The purpose of such estate planning is to ensure their last…

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July 2019

Unclaimed estate finalised after more than 100 years

In rare cases, it is possible for a deceased person's will to not receive a grant of probate and for the estate to not be distributed according to their wishes. In this situation, the estate may go…

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July 2019

Upcoming retirement a good time for baby boomers to start their estate planning

People born between 1946 and 1964 are colloquially referred to as the baby boomer generation. Talent and a strong work ethic are considered hallmarks of the baby boomer generation, with 64 per cent…

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July 2019

New report released on how Australians approach wills and estates

Research conducted by the University of Queensland, Queensland University of Technology, and Victoria University has produced a report on the attitude of Australians with respect to matters such as…

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July 2019

What to consider when gifting property as part of your will

Property is often the biggest asset in an individual's portfolio. Gifting property to a beneficiary in your will requires careful estate planning, and the process differs depending on the ownership…

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July 2019

How to make a will legally binding

A will is a legal document and therefore needs to comply strictly with a range of requirements so as to ensure it remains valid and binding. If the requirements are not met, the will may not be…

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July 2019

3 FAQs about enduring powers of attorney

One of the most important aspects of estate planning is appointing an enduring power of attorney. In a nutshell, a power of attorney is a formal legal document which grants another person the…

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July 2019

What to consider when establishing a testamentary trust

For individuals beginning their estate planning , establishing a trust is among the most important issues to consider. In many cases, people starting this process will be advised to include a…

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July 2019

3 warning signs that a will could be a forgery

Forgery of a will or testamentary instrument is a serious offence, so it is prudent to properly investigate the matter before making any accusations. Consulting with an experienced estate planning…

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July 2019

4 factors to consider when estate planning

Many people may delay estate planning because they feel the process is too morbid or depressing, but it's vital to ensure you are adequately prepared should the worst happen. A recent study published…

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July 2019

3 assets that can be included in a testamentary trust

Many people will set up a testamentary trust as part of the estate planning process . This provides them with an easy way to preserve assets for future generations without giving them directly to a…

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July 2019

Managing the probate process: 3 FAQs

Seeking a Grant of Probate is the legal process for the Queensland Courts to recognise the validity of a will, and that the person appointed as the executor is authorised to deal with the estate.…

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July 2019

Dying without a will: Understanding intestacy

Writing a will ensures that an individual's last wishes regarding the distribution of their estate are carried out as closely as possible. Traditionally, upon the testator's death, the executor…

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July 2019

Can same-sex partners contest a will?

The decision to contest a loved one's will may depend on whether the claimant is an eligible person under the Succession Act 1981 (QLD). Spouses, children, grandchildren and certain dependents are…

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July 2019

Estate planning is complicated, but the professionals can help

In addition to managing all of one's assets effectively in the present day, another key aspect of financial health is being able to plan for the future. What will happen when you're no longer around?…

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July 2019

Understanding the different types of power of attorney

One of the most important components of estate planning is appointing an attorney, but what many people don't realise is that there are two different types. Knowing what separates one from the other…

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July 2019

Is it possible to write my own will?

Wills and estates can be one of the most complex areas of law . Preparing a will in place is just one component in the estate planning process, nevertheless, it is an important one. People are often…

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July 2019

4 famous people who died without writing a will

Inheritance disputes can be common when someone dies without leaving a will. This is particularly true when the deceased is famous or left behind a considerable fortune. Despite the problems that…

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July 2019

4 things to ask your lawyer before making them your executor

An essential step in creating a will is appointing an executor for your estate. It’s an important consideration, because your executor will be entrusted with making decisions about how your estate is…

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July 2019

What to do about a loss of benefit in estate

Compensation for beneficiaries under the Powers of Attorney Act When a person has executed a will which provides for a specific gift (for example a house) to be given to a beneficiary upon his or her…

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114 year-old Australian college can't be sold due to founder's will
May 2015

114 year-old Australian college can't be sold due to founder's will

The historic Australian all-women's university Sweet Briar College will be closing soon. However, the founder I. F. Williams' will protects this estate from any sale.

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3 things to consider when choosing your will's executor
May 2015

3 things to consider when choosing your will's executor

There is a lot to carefully consider when drafting your last will and testament, particularly how to choose an executor. Expert lawyers can help manage the process.

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