Wills UK and Australia

[Guest Chelseadownunder]

deleted

Edited February 13, 2014 by Chelseadownunder

[paulandkerry]

"The testator may wish to appoint separate testators to deal with the assets in each particular jurisdiction;"

 

Hi Steve,

 

I think what you actually meant was that a Testator (or Testatrix) may wish to appoint separate Executors to deal with assets in different jurisdictions.

 

I qualified and practiced for a number of years as a Solicitor in England before re-qualifying and being admitted as a Solicitor here in Australia over four years ago.

 

Having practiced in both jurisdictions I would be happy to assist anyone with Wills etc.

 

Regards,

 

Kerry

[Tamara (Homes Down Under)]

Thanks for the above posts.

We updated our wills before moving here but we really need to redo them. We were advised that our overseas wills were not recognised here and it's something that tends to get left which will cause all sorts of issues.

Thanks for jogging my memory that I need to sort this out...

 

Tamara

[Diane]

Likewise to Tamara - one of those thigns that gets put on the "must remember to do that one day" lists! I'll drop you a line Kerry, and hopefully you can help me cross that one off my list!

[Tamara (Homes Down Under)]

Hi Kerry,

I have an interesting question that perhaps you can help with...

It affects my parents but likely affects many other Brits as well.

 

My folks spend a few months here every year. What would happen to any assets that they have here...money in a bank account for instance. They have overseas wills but what would to these Australian funds if anything happened to them in the UK?

 

Thanks.

 

Tamara

[Keith & Linda]

Hi Kerry,

I have an interesting question that perhaps you can help with...

It affects my parents but likely affects many other Brits as well.

 

My folks spend a few months here every year. What would happen to any assets that they have here...money in a bank account for instance. They have overseas wills but what would to these Australian funds if anything happened to them in the UK?

 

Thanks.

 

Tamara

 

Personally I would have a joint bank account with them here so you can always access the cash in bank without all the hassles, comes down to moral and trust issues between you and the rest of your world wide family.

We have a separate bank account here for people from overseas to deposit there holiday money in and then use the card and atm's

[tina&steve]

"The testator may wish to appoint separate testators to deal with the assets in each particular jurisdiction;"

 

Hi Steve,

 

I think what you actually meant was that a Testator (or Testatrix) may wish to appoint separate Executors to deal with assets in different jurisdictions.

 

I qualified and practiced for a number of years as a Solicitor in England before re-qualifying and being admitted as a Solicitor here in Australia over four years ago.

 

Having practiced in both jurisdictions I would be happy to assist anyone with Wills etc.

 

Regards,

 

Kerry

 

hi Kerry what do you charge for wills? Just thought so many of us in wynn vale needed them re doing we might get a discount on bulk haha.

[paulandkerry]

Hi Tamara - If a person has assets in different jurisdictions then depending on what those assets are a Will may have to go through Probate Courts in the two jurisdictions.

 

Tina & Steve - my fee for Wills for husband and wife are $550 (inc GST) in total for both wills. As part of my service I will deal with all the legal requirements to make a valid will and tailor make the Will to suit your requirements eg any Guardianship provisions and trust provisions if there are young children saying what can be done with the money - eg advanced for educational purposes etc before age 18 (or older as you require). I'm more than happy to have a chat with you if you have any queries just PM your contact details and I'll give you a call.

 

Kerry

[Andrew from Vista Financial]

I would highly recommend Kerry, we have sent a number of clients her way and had fantastic feedback!!

[Tamara (Homes Down Under)]

Hi Tamara - If a person has assets in different jurisdictions then depending on what those assets are a Will may have to go through Probate Courts in the two jurisdictions.

 

Tina & Steve - my fee for Wills for husband and wife are $550 (inc GST) in total for both wills. As part of my service I will deal with all the legal requirements to make a valid will and tailor make the Will to suit your requirements eg any Guardianship provisions and trust provisions if there are young children saying what can be done with the money - eg advanced for educational purposes etc before age 18 (or older as you require). I'm more than happy to have a chat with you if you have any queries just PM your contact details and I'll give you a call.

 

Kerry

 

Hi Kerry,

Thank you very much for this.

If they had $50,000 in an Australian bank account but only a British will would the Australian Probate Court have any jurisdiction or entertain the overseas will?

Tamara