IAN AND JOANNE

Ian and Joanne have two young daughters.

Joanne has terminal breast cancer. Tragically, Ian is killed in a workplace accident. Joanne also dies months later.

They do not have Wills.

Ian and Joanne’s combined estates would be given to their daughters.

As their daughters are young, the Public Trustee could manage the estate until each of the girls turned 18 years of age, when they would inherit. The Public Trustee charges a hefty admin fee for this role.

The whole matter is complicated because Joanne initially survived Ian to inherit, so there would be two applications for letters of administration required.

Also, Ian’s sister is fighting with Joanne’s parents for guardianship of the two young daughters.

If you don’t want to be Ian and Joanne, book a free strategy session by calling 9800 1217 or book here: https://greatsouthernwills.com.au/book-a-free-consultation/

If we had met with Ian and Joanne, we would have prepared a Will for each of them, giving their estates to each other and then their two daughters equally (and a daughter is to control her inheritance when she turns 25).

Their Will would also appoint the same guardian chosen by them (in this case, Ian’s sister who lives locally in Bayonet Head and who loves the outdoors. She has the same lifestyle and values as Ian and Joanne. Joanne’s parents live in Perth).

Their Will would also appoint an Executor to manage their daughter’s inheritance until a daughter turned 25. That Executor may not be Ian’s sister – she isn’t so good with money, but perhaps Joanne’s brother who would have been Ian’s attorney under an Enduring Power of Attorney.

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The Law Has Changed

An update has occurred to Western Australian Law changing what happens if someone dies without a will.

These changes came into effect after March 30th 2022.

Learn about these changes by clicking the button below.