Wills & Estate Lawyers Sydney

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Wills and Estate Lawyers Sydney – Trusted Advice for Estate Planning, Probate & Contested Wills

Many Australians delay their estate planning until it’s too late — leaving loved ones without clear direction and opening the door to unnecessary legal and financial complications.

At Owen Hodge Lawyers, our experienced Wills and estate lawyers in Sydney can help you take control of your future and protect your family. Whether you need to draft a Will, apply for probate, appoint a Power of Attorney, or contest a Will, we provide clear, cost-effective legal advice to ensure your wishes are legally upheld.

Talk to a Wills & Estate Lawyer

Need help creating an estate plan or a Will? Want to appoint a Power of Attorney or contest a Will? Owen Hodge is here to help.

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Frequently asked questions

The cost of making a Will with a lawyer largely depends on your personal circumstances. While a DIY Will may seem cost-effective, engaging a lawyer helps ensure the document is legally valid and error-free.

Effective estate planning provides certainty and peace of mind, ensuring your family is protected after your death. Shockingly, over 40% of Australians die without a valid Will, and many others leave outdated or incomplete ones. Our estate planning lawyers can assist with:

  • Drafting or updating your Will
  • Appointing executors, trustees, or guardians
  • Structuring testamentary trusts or life interests
  • Planning asset distribution in line with your wishes

A Will is a legal document that sets out how your assets are to be distributed after death. Estate planning is broader, often involving multiple documents such as Wills, Powers of Attorney, and Advance Care Directives. It’s especially useful for those with businesses, blended families, or charitable intentions.

Estate administration refers to the legal process of managing and distributing a deceased person’s estate, whether they had a Will or not. It includes:

  • Gathering assets
  • Paying debts and taxes
  • Distributing remaining assets to beneficiaries

Administration typically takes 6–12 months, though it can take longer depending on complexity, disputes, or delays in documentation.

 

 

rights of beneficiaries of a Will NSW.

 

Probate is the legal process of proving a Will is valid before the executor can manage and distribute the estate. If there’s no Will or the executor is unable to act, Letters of Administration may be required instead.

Whether you need a grant depends on the nature and value of the assets. It’s best to consult a probate lawyer to assess your situation.

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Executors and administrators are responsible for:

  • Identifying and collecting estate assets
  • Lodging final tax returns
  • Paying debts and taxes
  • Distributing the estate to beneficiaries
  • Keeping thorough records

They can be held personally liable if they mismanage the estate, delay distribution, or fail to settle debts. Legal advice is strongly recommended.

If someone dies intestate, their estate is distributed under a formula in the Succession Act 2006 (NSW). A close relative usually applies for Letters of Administration to manage the estate. This process can be complex, so legal guidance is often necessary.

There is no inheritance tax in Australia. However, the estate may need to pay:

    • Final income tax (including a date of death return)
    • Capital gains tax on sold assets
    • Ongoing tax on estate income during administration

A beneficiary is someone named in a Will to receive part of the deceased estate. Beneficiaries have legal rights, especially in NSW.

Yes, eligible persons can contest a Will by lodging a family provision claim, usually within 12 months of the date of death, if they believe they were inadequately provided for.

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There’s no formal “reading of the Will” in Australia. The executor typically reads the Will and begins administering the estate soon after death — usually within 12 months.

Our Will and estate lawyers are also able to advise and assist you in the preparation of Wills and estate planning issues, such as Power of Attorneys and Guardianship appointments. We can also discuss Advance Care Directives with you if you want to leave directions to your guardian should you become incapable of making a health or welfare decision.

  • Powers of Attorney (financial/legal decisions)
  • Enduring Guardianships (health/lifestyle decisions)
  • Advance Care Directives (instructions for future health care)

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You should bring:
– The original will (if available),
– Death certificate or funeral invoice,
– Asset and liability details (bank accounts, property, shares, superannuation),
– ID for the executor(s),
– Contact details for beneficiaries.

Wills & Estate Team

James Kelly

Wills and Probate Lawyer

Sally Richmond

Property & Estates Lawyer

Alice Holman

Wills & Estate Planning Lawyer

Louise Young

Paralegal

Colin J. Duff

Wills & Estate Planning Lawyer

Richard Farmer

Commercial and Real Estate Consultant

Kristy-Lee Burns

Partner, Commercial & Family Law Specialist

Here’s what our clients are saying

Many Thanks

Many thanks to Christine Vrahas, Alice Holman, and James Kelly for all the time and support that was given leading up to the settlement of my Aunts estate.

D. Rae

Thank You Alice & Team – I would not have survived without you

Dear Alice and the Team,

I would like to thank you and your team for the help and guidance you have given me throughout the year…..

Jan Wilkinson

Thank you Alice Holman and Christine Vrahas

Owen Hodge – particularly Alice Holman and Christine Vrahas, with the help of co-partner James Kelly – were efficacious, pragmatic and most reassuring in the eighteen months we went into battle in a probate case….

M.A.