Client Stories
Recovering the Aged Care R.A.D. (Refundable Accommodation Deposit)
Jane’s mother had recently passed away and had been residing in a residential aged care facility. Jane (not her real name) was the executor of the Will and had all of the estate papers in order but the letter from the aged care facility gave her pause. It mentioned she would have to produce a grant of Probate of the Will in order to recover the Refundable Accommodation Deposit (RAD). What did Jane know about Probate? Not much... but thankfully she knew me!
It’s beginning to look a lot like…
Even if you don’t have a will, you have an Estate Plan. Your magnanimous government has very generously give you one! But if you’re like most folks, you may prefer to have a say in how the kitty is divvied up rather than our “off the shelf” intestacy laws.
Grey nomad needs Probate
John and Marge (not their real names) had been looking forward to their retirement. The beaut new van was sitting in their driveway and John just could not wait to get her on the road. Marge’s father was fairly settled in the aged care village but she did feel that reluctance to leave , just in case he took a turn. Marge’s father encouraged them to go, ‘Don’t let me hold you back, you have to live every moment you get.” It was not easy balancing those two very important considerations for Marge and John.
Probate in the bush for the estate of a mate…
It’s not always easy to find a lawyer in the bush when it comes to dealing with the estate of a mate.
Clancy (not his real name) was a salt of the earth stockman. His good friend Banjo had decided to entrust him with taking care of his Will and appointed him as executor. He also received a generous gift under the Will. Banjo had a vision that Clancy would continue on in the tradition of running stock on country with this gift.
One of the things Clancy had to tackle was Probate of the Will. Now Clancy could wrangle a five hundred pound beast to the ground with his bare hands but when it came to paperwork, he reared up at the thought of it! Fortunately he was in good hands and we were able to help him get that side of things sorted.