What Is a Family Provision Claim?
A Family Provision Claim is an application to the Supreme Court of NSW seeking an order for provision (or additional provision) from the deceased’s estate. The purpose is to ensure that eligible persons receive proper maintenance, education, or advancement in life.
When the Supreme Court of NSW makes a Family Provision Order, it doesn’t rewrite the will, but the order operates as if it were a codicil (an amendment to the will). This means:
- The original will remains valid, but the court’s order changes how the estate is distributed.
- The order is binding and has the same legal force as if the deceased had personally executed a codicil before death.
Who Is Eligible to Make a Family Provision Claim?
Section 57 of the Succession Act 2006 (NSW) sets out who can make a Family Provision Claim. The main categories include:
- Spouse: A person legally married to the deceased at the time of death.
- De Facto Partner: Including same-sex partners, provided the relationship meets the legal definition.
- Children: Biological or adopted children. Stepchildren may qualify in certain circumstances.
- Former Spouse: Even if divorced, a former spouse may claim if there was ongoing financial dependence.
- Grandchildren: If they were wholly or partly dependent on the deceased.
- Other Dependants: Anyone who was dependent on the deceased and lived in the same household.
- Close Personal Relationship: Two adults living together who provided each other with domestic support and personal care.
What Does the Court Consider?
Being eligible to make a Family Provision Claim does not guarantee success. The Court looks at factors set out at Section 60 of the Succession Act 2006 (NSW), including:
- The nature and length of the relationship with the deceased.
- The applicant’s financial needs and resources.
- The size and nature of the estate.
- Any obligations the deceased had towards the applicant.
- Contributions made by the applicant to the estate or welfare of the deceased.
- Any provision already made for the applicant during the deceased’s lifetime.
- Health and age of the applicant.
Time Limit to Make a Family Provision Claim in NSW
You must file your claim within 12 months from the date of death of the deceased person. This is a statutory requirement pursuant to Section 58 of the Succession Act 2006 (NSW).
The claim is made by filing a summons in the Supreme Court of New South Wales. A filing fee is payable when the summons is filed.
