Secure Your Future with Expert Estate Planning
At Bateys Law Firm, we help individuals and families plan for the future with clarity and care. From Wills and trusts to powers of attorney and family provision claims, we make sure your wishes are clearly documented and your assets protected.
Our approach is practical, focused on outcomes that work in real life, giving you peace of mind and certainty for the people who matter most.
Our Estate Planning Services
We provide support across all key aspects of estate planning:
- Wills – Clearly outline how your assets are distributed and nominate guardians for children
- Trusts – Manage assets for minors or beneficiaries with special needs
- Powers of Attorney – Appoint trusted individuals to make decisions on your behalf
- Family Provision Claims – Navigate disputes over estates fairly
- Estate Administration – Practical guidance to manage and distribute assets
Each matter is handled with attention to detail and a focus on solutions that simply work.
Estate Administration & Probate
When a loved one passes, the executor’s role can feel overwhelming. We guide executors and family members through every stage of estate administration. For applications for grants of probate, see our dedicated probate lawyer Revesby page.
Why Estate Planning Matters
Planning ahead ensures your wishes are respected and your loved ones are cared for. Estate planning can:
- Protect your loved ones financially
- Avoid disputes between family members
- Manage complex estates smoothly
- Ensure your assets are distributed according to your wishes
Who Should Have a Will
If you are over 18 and own property, assets, or investments, a Will is an essential tool.
- Married couples, parents, or individuals with dependents
- Anyone wanting clarity and certainty for the future
- Those planning complex estates or trusts for children or vulnerable family members
Estate Disputes and Family Provision Claims
Disagreements about a deceased estate can arise when someone believes they have not been adequately provided for, the validity of a Will is questioned, or concerns arise about how an executor is administering the estate.
Bateys Law Firm assists eligible applicants, beneficiaries and executors involved in estate disputes and family provision claims. We can explain the available options, review the Will and estate documents, and help the parties work towards a practical resolution.
What Is a Family Provision Claim?
A family provision claim is an application to the Supreme Court of NSW seeking provision, or further provision, from a deceased person’s estate.
A claim may be considered where an eligible person believes the Will, or the rules of intestacy where there is no Will, did not make adequate provision for their maintenance, education or advancement in life.
A family provision claim does not necessarily challenge whether the Will is legally valid. Instead, it asks the Court to consider whether further provision should be made from the estate.
Eligibility can include:
- A spouse or de facto partner
- A child of the deceased
- A former spouse
- Certain people who were dependent on the deceased
- Certain members of the deceased’s household
- A person who was living in a close personal relationship
Eligibility alone does not determine whether a claim will succeed. The Court may consider the relationship with the deceased, the applicant’s circumstances, the size of the estate, and other relevant factors.
Time Limits for Family Provision Claims
In NSW, a family provision application is generally filed within 12 months of the deceased person’s date of death.
The Court may allow an application outside this period in some circumstances, but an extension is not automatic. Obtaining advice early can help clarify the relevant deadline and whether steps should be taken before the estate is distributed.
Other Types of Estate Disputes
- Claims that a Will is invalid or concerns about capacity
- Allegations of undue influence, fraud or improper execution
- Disagreements between executors and beneficiaries
- Concerns about management or distribution of assets
- Defending an estate against a family provision claim
How Bateys Law Firm Can Assist
01
Reviewing the Will, probate documents and estate records
02
Advising on eligibility or responding to a claim as an executor
03
Communicating and negotiating with beneficiaries and parties
04
Assisting with mediation and settlement discussions
05
Preparing court documents and Supreme Court representation
Need Advice?
Bateys Law Firm
Meet our talented team of dedicated directors and lawyers, committed to delivering expert legal solutions
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Bruce Batey
Kelly Batey
How We Work Our approach is designed to be clear and practical:
- Understanding your goals and family situation
- Creating documents that are easy to follow and legally sound
- Supporting you through the process to ensure everything is set up correctly
- Providing guidance for future changes if your circumstances evolve
Why Clients Choose Bateys Law Firm
- Built on experience that delivers consistent results
- Careful attention to detail at every step
- Focus on solutions that work beyond paperwork
- Guidance that helps you plan for peace of mind
- Local Revesby law firm known for practical, reliable advice
Take the Next Step
If you are planning your estate, it can help to discuss your options early.
Contact Info:
02 9792 1833
Email address:
lawyers@bateys.au
A simple conversation can help clarify your wishes and guide your next steps.
FAQ
Frequently Asked Questions
What is estate planning, and why is it important?
Do I need a Will if I have a small estate?
What are family provision claims, and how can I plan for them?
How often should I update my estate plan?
