Penrith Lawyers

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Will Disputes Lawyer Penrith

When Wills Don't Reflect True Intentions

Protecting your family’s rightful inheritance requires experienced legal guidance. We’ve helped Western Sydney families navigate will disputes for more than 40 years.

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1991

Established

Experienced

In Generational Estate Planning

Specialists

In Probate & Estate Administration

40+ Years

Of Protecting Penrith Families

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Disputes About Wills

There are a variety of reasons why a Will may be disputed.

We understand disputed estate matters often cause significant strain in family relationships, it is our aim to ensure all disputed estate matters are dealt with efficiently and amicably as possible.

A Will may be disputed because:

The Willmaker Lacked Capacity to Make the Will

When making a Will, a person must have the mental capacity (called ‘testamentary capacity’) required to be able to understand what is in the Will and how the Will is to operate after death. The Willmaker must also understand the extent of the property affected by the Will, and comprehend and appreciate the people to whom that person ought to make provision.

These types of cases commonly arise when the person who made the Will suffered some condition affecting the mind, such as dementia. Making a Will whilst suffering from a condition affecting the mind can lead to a Will that fails to represent what the person would have done had he or she been of sound mind.

In cases where it can be found that there was a lack of testamentary capacity, the Will may be held invalid, in which case an earlier Will of the deceased may apply.

The Willmaker was Unduly Influenced

Every person is free to make a Will without facing pressure from others as to what should be included in the Will. A Will should always represent the true intentions of the Will maker. It is sometimes the case that family members, friends, carers or advisors are in a position to have an influence over how a person makes their Will.

The law allows people to honestly persuade or be convincing towards another person to make a Will that favours themselves. But if that pressure amounts to forced coercion of the Willmaker, and that coercion was the reason for the making of the Will, the influence goes beyond the acceptable bounds. This type of coercion is called ‘undue influence’. This may occur particularly if the person is physically weak and felt fearful of violence if the Will was not made in a particular way. However, the Willmaker need not be physically weak for a finding of undue influence to be upheld.

Inadequate provision

Please refer to our Family Provision Claims page.

About Us

Heritage, innovation, and generational trust

Our Mission

Since 1991, Bateman Battersby has served as the cornerstone of legal excellence in Western Sydney. We combine institutional knowledge with innovative strategies to provide sophisticated legal services that builds and protects generational success.

Our Commitment

We create comprehensive legal solutions that consider both immediate needs and long-term concerns. Our heritage of excellence ensures that when the stakes are high and the matters are complex, you have proven and reliable advocates in your corner.

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Client Experience

What matters most

5.0

Star Rating

Estate & Property Services

“Many thanks to John Bateman, Jenni Hutchings and the team at Bateman Battersby Lawyers for the smooth and efficient process they provided in the sale of our deceased estate property. I am very happy with the timely advice, legal and related services which they provided during the selling process. I enjoyed working with them, and recommend them to others for the provision of similar services.”

John Verhoeven
Google Review
5

Property Transactions

“I had a fantastic experience with John Bateman and Jenni Hutchings. They assisted me when selling my unit and purchasing a new property in May and August this year. Such amazing professionalism and absolute expertise. I felt safe and looked after, they included me in every step and made sure I understood and was comfortable with all aspects of the process. I cannot praise them enough.”

Laura Abraxas
Google Review
5

Business & Property Acquisition

“I recently had the pleasure of working with John Bateman, and his secretary Jenni, to purchase a property and a company. I received a high level of care and guidance through the process and their meticulous work was a huge support through an unfamiliar process. I look forward to working with them again in the future.”

Andrew Brouwer
Google Review
5

First Home Buyers

“John was fantastic, he made the journey of buying our first home an easy one and we felt supported throughout the whole process. Would highly recommend!”

Sonja Stindl
Google Review
5

FAQ

Legal questions
answered

There are various time limits for making claims, depending on the type of claim you may wish to make. The time limits are often much shorter than people expect. Even though an estate may have already been distributed to the beneficiaries, it is still possible to investigate the possibility of making a claim. We can advise you further in respect of the time limits that apply to your particular case. The most important thing you can do is to ensure you seek advice as soon as possible.

If you wish to make a claim against an estate, it is the executor of the estate that will act as the other party. If you are the executor of the Will, it is still possible to make a claim. We can discuss this situation further when obtaining instructions from you.

If you make a claim on the basis that the deceased did not have the required level of mental capacity to understand the terms of their Will when it was made, evidence as to capacity needs to be produced. This evidence is normally by way of medical reports, doctor’s reports, evidence from health professionals, and statements from people in contact with the deceased at the time the Will was made.

It is always the preferable course for matters to be settled before going to court, or at least before a hearing is set down. Settling claims outside of court, in a mediation or negotiation by correspondence, will assist in reducing legal costs. The legal costs of a full court hearing can be substantial, and efforts will be made at every opportunity to settle the matter to the satisfaction of all parties.

The question of which party pays the legal costs is decided at the discretion of the Court. It is usually the case that the unsuccessful party covers most of the costs of the successful party; however this is not a strict rule and can be challenged. In certain circumstances the Court can order costs to be paid from the estate.

How it works

Your legal journey: consultation to resolution

Our comprehensive approach ensures every aspect of your legal matter receives the attention it deserves, with seamless coordination across our legal team.

1

Comprehensive Consultation

Understanding the complete picture. We start with a thorough consultation to understand your immediate needs and the bigger picture: your business, family, and long-term goals.

2

Multi-Disciplinary Analysis

We look at all relevant legal areas to spot potential issues and build solutions that address the full scope of your matter.

3

Coordinated Implementation

Execution with precision. We implement your legal solution with careful attention to detail, keeping you informed at every step while managing all the complex legal processes on your behalf.

4

Ongoing Relationship

Generational legal partnership. Many of our client relationships span decades and generations. We provide ongoing counsel as your circumstances evolve and your needs change.

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