Wills, Estate, Elder and Succession Law Forms and Resources

Granny Flat Pro Forma Agreement (Deed) (members only: contact Law Society to obtain a copy). With the permission of Richard McCullagh

Testamentary Capacity Toolkit

• Testamentary Capacity Report Background
• Testamentary Capacity Report Letter
• Testamentary Capacity Report (writable pdf)

Best Practice Guides to Help Lawyers Identify Elder Abuse and Assess Mental Capacity

• Best Practice Guide – Elder Abuse which sets out best practice measures that legal practitioners should adopt to identify and respond to the risk of elder financial abuse arising in the execution and performance of wills and other advance planning documents. Revised version published 2023, The Law Council of Australia (LCA)
• Best Practice Guide for Legal Practitioners on Assessing Mental Capacity ©2023 Law Council of Australia

Other resources

• TFM Claims: 10 Steps – A Procedural Guide for Family Provision Applications – Associate Justice Stephen Holt 2016
• POAs: Preparing Enduring Powers of Attorney – LST Resource 2019