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When Estate Planning Goes Wrong: Whittorn v Siu
A father added his partner to the title as joint tenant on her promise to leave the home to his sons. What Whittorn v Siu means for blended families in NSW.

Surge Legal
1 day ago8 min read


Estrangement Isn’t an Automatic Bar — Re Estate Mitchell
Re Estate Mitchell [2026] NSWSC 516 — adult children cut from a ~$2.37m estate after estrangement still won NSW family provision. Not an automatic bar.

Surge Legal
Sep 236 min read


Managing Deceased Estates: A Plain Language Guide
This guide provides clear, practical advice to help you navigate the process of managing deceased estates efficiently and with confidence.

Surge Legal
Mar 44 min read


Binding Death Benefit Nomination - Why You Need It
Learn how a Binding Death Benefit Nomination can direct superannuation death benefits and why it should be reviewed as circumstances change.

Surge Legal
Jun 20, 20233 min read


Dealing with a Deceased Estate - Overview
The loss of a loved one is always challenging, and the last thing anyone would want to deal with at this difficult time is getting involved in the legal aspects of administration of a deceased Estate. Let’s take this case study below as an example. Steven’s mother Louise has recently passed away, and he is uncertain about the existence of a Will or the necessary steps he needs to take moving forward in relation to her Estate. The Estate mainly consists of two real properties

Surge Legal
Apr 28, 20234 min read


"Mirror Wills" For Couples
“Mirror Wills” are nearly identical Wills made by two people, usually a married or a de facto couple. When executing Mirror Wills each...

Surge Legal
Apr 22, 20233 min read


Family Provision Claims - Overview
A Family Provision Claim is a legal application to challenge a Will, which usually must be made within 12 months of the person's death.

Surge Legal
Feb 6, 20233 min read


Protecting Your Estate From Family Provision Claims - Family Law Perspective
One of the most often overlooked issues after separation is a thorough examination of your Estate planning strategy and needs. Avoid Informal Agreements Like a Plague! Firstly, it goes without saying that before you even look at your Estate planning following separation, you have to ensure that your family law property settlement has been formalized either by a Court Order (Consent Orders or a final Court Order) or a Financial Agreement pursuant to the Family Law Act 1975. Un

Surge Legal
Jan 6, 20235 min read


Tenants in Common or Joint Tenants - Why It Matters!
When buying a property in Australia very few couples actually understand the two methods of joint ownership, nor are these methods properly explained to them by their conveyancer at the time of purchase. There are two ways you can jointly own a property in Australia - Joint Tenants or Tenants in Common. Being a joint tenant means that you do not own any part of the property yourself, but rather you own the whole of the property jointly with another person. If you pass away, t

Surge Legal
Mar 15, 20223 min read
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