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Estate claims

Morris acts for clients bringing or defending claims against estates, including under the Family Protection Act 1955 and Law Reform (Testamentary Promises) Act 1949.

A will-maker has a moral duty to provide for the “proper maintenance and support” of certain close family members. If those family members are not adequately provided for in a deceased’s will, they may bring a claim under the Family Protection Act 1955 seeking further provision from the estate. 

We act for clients who have been left out of a family member’s will or are seeking further provision from a family member’s estate. We also act for clients defending claims under the Family Protection Act 1955. We provide clients with realistic advice on the strength of their claim and aim to resolve Family Protection Act disputes efficiently and cost-effectively.  

Where a deceased promised to provide for someone under their will and that person performed work or services for the deceased, they may have a claim under the Law Reform (Testamentary Promises) Act 1949. We represent clients bringing or defending claims under this Act. We also advise executors on their obligations when faced with a claim. 

We are frequently engaged to act for charities who are left a bequest in a will that is being challenged. We also provide expert opinions on estate claims where the client would like another view on the strength of their position.

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