Estate Litigation > Family Provision Claims

I've Been Left Out of a Will, Now What? - Family Provision Claims in NSW

If you find yourself in a scenario where a loved one has passed away, and you discover that you’ve been left out of their will, or not received as much as expected.

It’s a tough situation that can be emotionally charged and leave you with a lot of questions. In New South Wales (NSW), there’s a legal mechanism to address this issue, it’s known as a Family Provision Claim.

What Are Family Provision Claims?

Family provision claims are legal actions that allow certain family members and dependents to contest a will if they believe they haven’t been adequately provided for in the will. These claims are designed to ensure that close family members and dependents aren’t left without a fair share of the deceased person’s estate.

Who Can Make a Family Provision Claim?

Before we dive into the details, let’s clarify who can actually make a family provision claim in NSW:

  1. Spouses or De Facto Partners: If you're a current or former spouse or de facto partner of the deceased, you can make a claim.
  2. Children: This includes natural, adopted, and stepchildren.
  3. Dependants: If you were reliant on the deceased for your financial support or well-being, you may be eligible.
  4. Grandchildren: If you are a grandchild of the deceased and were a member of their household, you may be eligible.
  5. Close personal Relationship: If you were providing domestic support and care to the deceased at the time they passed away.

The Core Principle: Adequate Provision

The central principle in family provision claims is whether you’ve been left without adequate provision for your proper maintenance, education, or advancement in life. If you believe that the will hasn’t given you a fair shake in these areas, it’s time to explore a family provision claim.

The Time Limit

In NSW, there’s a strict time limit for initiating a family provision claim. You’ve got 12 months from the date of the deceased’s passing to start your legal action. While there can be exceptions in very particular circumstances, it’s generally a good rule of thumb to act promptly.

Balancing Act: Rights vs. Testamentary Freedom

Family provision claims often strike a delicate balance between the rights of family members and dependents and the decision made by the deceased in their will. In other words, the court aims to ensure that eligible claimants receive a fair share while respecting the wishes expressed in the will. Achieving this balance can be a complex task.

What the Court Considers

When you’re making a family provision claim, the court looks at various factors to determine whether you should receive a provision from the deceased’s estate. These factors include:

  • Your financial situation: The court assesses your income, debts, assets, and other financial aspects.
  • Your relationship with the deceased: The nature and quality of your relationship with the person who passed away play a significant role.
  • Other beneficiaries: The interests of other people mentioned in the will.
  • Size of the estate: The total value of the deceased's estate is considered concerning your needs.

The Court's Decision

It’s crucial to understand that family provision claims are subject to the court’s discretion. Each case is unique, and outcomes may vary. The court makes a decision based on the specific circumstances presented.

Seek Legal Advice

Navigating family provision claims in NSW can be challenging, and it’s highly advisable to seek legal advice from an experienced lawyer if you believe you have a valid claim. They can guide you through the process and help you make informed decisions.

In conclusion, if you’ve found yourself left out of a loved one’s will, it’s not the end of the road. Family provision claims exist to ensure that family members and dependents receive their fair share. Understanding the principles behind these claims and seeking professional legal advice are the first steps to addressing this complex and often emotionally charged situation. Remember, you have rights, and it’s important to explore them when you believe you’ve been inadequately provided for in a will.

If you think this is applicable to you, please don’t hesitate to contact us at Langham Lawyers for a free, no risk, initial consultation. In come circumstances, we are able accept these matters on a no win, no fee basis.

About the Author

Simon Hanly-Jones

Simon is Managing Principal at Langham Lawyers, with expertise in defamation, commercial law, and wills and estate disputes. With a profound commitment to delivering top-tier legal services, Simon brings a unique combination of legal expertise, compassion, and innovative problem-solving to every client engagement.

Contact our Team today on 8006-1596 to find out how we can help.

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