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!
The joy of service
Recently a new client got in touch. We've known each other awhile but not been in touch of recent times. His father had recently passed away. He and his brother were Executors. They needed a grant of Probate to recover some funds from the CBA.
Xi Lin’s husband passed away suddenly without a Will at 45
Xi Lin’s husband passed away unexpectedly at the age of 45 before he had made a Will. He had a heart attack whilst mowing the lawn. To make matters worse Xi Lin spoke very limited English as Mandarin was her native tongue. In the midst of her sorrow, there was a sea of paperwork to wade through and the funeral to arrange. Fortunately her late husband had a wonderful sister Beth who made an appointment for Xi Lin to see me. Beth wasn’t sure of what could or should be done legally but she knew that getting quality legal advice early would help.
Who organises the funeral when there is no Will and the family can’t agree?
Dealing with the loss of a loved one can be hard but when there is no one person appointed to make funeral arrangements and other immediate decisions, the trauma can be magnified. Here we share how we helped a family get past this difficult stage.