Estate Disputes AND LITIGATION

Sometimes a person will not have made proper provision for a family member in the will. This might arise because the will fails to make that provision or because a family member believes that he/she is entitled to a larger share of the estate than that left to them in the will.

Where there is no will, legislation provides a statutory formula for how a deceased person’s estate is to be distributed. However, it is possible that this formula might not make proper provision for a person, taking into account all of the circumstances.

In either situation, the Victorian Supreme Court can make orders, which in effect alter the terms of a Will or vary the statutory formula so that a provision or better provision is made for a person.

These types of claims are known as “Part IV claims” or “testator’s family maintenance claims”.

Potential claimants may be a spouse, domestic partner or child of the deceased. The list of eligible claimants is more extensive and we can discuss this with you if you have a query.

We have extensive experience in this area and handle many such cases every year, whether acting for the person making the claim or for the estate in defending such claims.

Get in touch and ask us how we can help