A Contested Will? Dealing with Disputed Estates in NSW and Your Legal Options

The loss of a family member is a deeply emotional time. When disagreements arise over their Will and the distribution of their estate, it can amplify the grief and create lasting rifts between loved ones. An estate dispute, often called a "contested Will," occurs when a family member or other potential beneficiary challenges the terms of a deceased person's Will or how the estate is being managed.
At Hammond Nguyen Turnbull, we understand that this is one of the most stressful situations a family can face. If you feel you have been unfairly left out of a Will or have concerns about its validity, it’s important to know that you have legal rights and options. This guide outlines the main grounds for disputing an estate in New South Wales and the steps you can take.
Grounds for Disputing an Estate
In NSW, there are generally two primary ways to challenge a Will: making a "Family Provision Claim" or challenging the "Validity of the Will" itself.
1. Family Provision Claims: Being Unfairly Left Out
This is the most common form of estate dispute. It isn’t about whether the Will is legal, but whether it is fair. The Succession Act 2006 (NSW) recognises that a Will-maker has a moral duty to provide for certain people in their life. If they fail to make adequate provision for the proper maintenance, education, or advancement in life for an "eligible person," that person can apply to the Supreme Court of NSW for a share, or a larger share, of the estate.
Who is an "eligible person"?
The law strictly defines who can make a Family Provision Claim. This includes:
- The spouse or de facto partner of the deceased.
- A child of the deceased.
- A former spouse of the deceased.
- A person who was, at any particular time, wholly or partly dependent on the deceased and who is a grandchild of the deceased or was a member of the deceased's household.
- A person living in a close personal relationship with the deceased at the time of their death.
What does the Court consider?
The Court will examine a wide range of factors, including the financial needs of the applicant, their relationship with the deceased, the size of the estate, and the financial needs of the other beneficiaries named in the Will. The goal is to determine if "adequate provision" was made, not just to rewrite the Will based on what seems fair.
Important Time Limit: A Family Provision Claim must be filed with the Court within 12 months of the deceased's date of death. It is crucial to seek legal advice well before this deadline expires.
2. Challenging the Validity of the Will
This type of challenge argues that the Will itself is not a legally binding document. If successful, the Court will set the Will aside. The estate would then be distributed according to the deceased’s previous valid Will or, if there is no other Will, according to the rules of intestacy.
Common grounds for challenging a Will's validity include:
- Lack of Testamentary Capacity: The person making the Will (the testator) must have understood the nature of the document they were signing, been aware of the extent of their assets, and comprehended who had a reasonable claim on their estate. Conditions like advanced dementia could impact this capacity.
- Undue Influence or Coercion: This occurs when the testator was pressured, threatened, or manipulated into making or changing their Will in a way that did not reflect their true wishes. Proving undue influence can be difficult and requires substantial evidence.
- Fraud or Forgery: The challenge is based on the claim that the Will is a forgery or that the testator was tricked into signing it through fraudulent means.
- Invalid Formalities: A Will must be executed according to the strict legal requirements in NSW. This generally means it must be in writing, signed by the testator, and witnessed by two independent adults who are present at the same time. Any failure in this process could render the Will invalid.
Your Legal Options: The Path Forward
If you believe you have grounds to dispute an estate, it's essential to act methodically.
- Seek Specialist Legal Advice Immediately: This is the most critical step. An experienced estate litigation solicitor can assess the merits of your claim, explain your rights, and advise you on the strict time limits that apply. They will give you a realistic understanding of your chances of success and the potential costs involved.
- Attempt to Negotiate: Court proceedings should always be a last resort. They are expensive, time-consuming, and emotionally draining. In many cases, a resolution can be reached through informal negotiations between the parties' lawyers. A well-argued letter of demand outlining your claim can often open the door to a settlement.
- Participate in Mediation: Mediation is a structured negotiation process where an independent, neutral mediator helps the parties try to reach a mutually acceptable agreement. It is a confidential and less adversarial alternative to a court hearing. The Supreme Court of NSW requires parties to attempt mediation before a final hearing in almost all estate disputes.
- Commence Court Proceedings: If negotiations and mediation fail, the final option is to have the matter determined by a judge in the Supreme Court. This involves filing formal court documents, gathering evidence (such as financial records and medical reports), and presenting your case at a hearing.
Don't Face a Dispute Alone
Being involved in an estate dispute is challenging, but you don't have to navigate it by yourself. The decisions you make early on can significantly impact the outcome.
The experienced and compassionate estate litigation team at Hammond Nguyen Turnbull is here to protect your rights and guide you toward the best possible resolution. We can provide clear, strategic advice and strong representation, whether at the negotiation table, in mediation, or in Court.
If you have been left out of a Will or are concerned about its validity, contact us today for a confidential consultation to discuss your legal options.

Senior Solicitor
Email: kristen@hntlegal.com.au









