Category Succession Law

This article was written by Grace Blake Solicitor at W & G Lawyers. For further information about Grace Blake’s professional background, legal experience, and areas of practice, please click on her name to view her full profile.

Every year, Will Awareness Week encourages Australians to consider one of the most important legal documents they will ever sign. Charities run promotions. Free Will kits circulate online. Community tables are set up with printed templates and cheerful brochures.

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This article was written by Nancy Wang Solicitor at W & G Lawyers. For further information about Nancy Wang‘s professional background, legal experience, and areas of practice, please click on her name to view her full profile.

A recent Queensland Supreme Court decision is a timely reminder that structuring your wealth through a family trust does not mean you can pass trust assets through your will.

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Lessons from the NSW Court of Appeal’s $13.6 Million Decision

A recent decision of the NSW Court of Appeal has confirmed that, in exceptional circumstances, a note saved on an iPhone can operate as a legally valid will. While the Court ultimately upheld the deceased’s wishes, the case highlights the significant risks associated with informal estate planning.

The decision in Wheatley v Peak [2025] NSWCA 265 reinforces a simple and critical message. A properly drafted and executed will remains the safest and most effective way to protect an estate.

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