Writing on a notebook

Named as a beneficiary in a Will? Here’s what you need to know | Free Downloadable Checklist

Ilana Kacev, Yoyo Choy, Ellen Cheung
Being named as a beneficiary in a Will doesn’t always come with clarity.

The estate administration process can seem complex, particularly when you’re unsure about your legal rights or whether the executor or administrator is managing the estate appropriately.

A beneficiary who has a lawyer representing them is more likely to receive their inheritance without costly disputes or undue delay.

As most executors/administrators will have a lawyer or legal representation, this could lead to you as a beneficiary being in an unequal playing field.

Dealing with an executor/administrator or the lawyer acting for an estate is a delicate issue. It’s important when interacting with executors/administrators or their legal representatives to have a structured process from the beginning.

As a beneficiary, you have specific rights that are protected by law.

To help you understand what those rights are and what to do if you are a beneficiary under a Will, we’ve broken it down for you in a checklist.

In our checklist we discuss:
  • Fiduciary obligation for the executor/administrator
  • Your right to information
  • Your interest in the estate
  • Your right to estate accounts
  • Your right to proper administration and timely distribution
  • Considering your rights and potential claims
Complete the form below to access the checklist
 

Get the right support early

Understanding your rights as a beneficiary is an important first step, but knowing how and when to act can make all the difference.

Rather than waiting months or even years for your inheritance, involving a lawyer early can help you move matters forward with clarity and confidence. We can manage communications on your behalf, reducing the need for uncomfortable or difficult conversations with executors or their lawyers, while ensuring your interests are properly represented from the outset.

Our experienced Wills and Estates team supports beneficiaries to navigate the process efficiently, minimise delays, and avoid unnecessary disputes.

If you would like support with your situation, contact our team for practical, tailored advice.

View related insights

Wedding rings

Tying the Knot Can Untie Your Will: Why Newlyweds Must Review Their Estate Plans

29 May 2026

Many people are unaware that, under Australian succession law, getting married will automatically revoke an existing Will, unless it was made in contemplation of that marriage. In simpler terms, someo ...

View
Man Recieves a Text Message

SMS Gets Serious: Fresh Rules for Branded Texts

13 Jan 2026

From 1 July 2026, businesses that send branded SMS messages must register their Sender ID with the Australian Communications and Media Authority (ACMA) through their telco or messaging provider.

View
SVG Dec 2025 Still 360 x 240 - reupload

Family Law | Christmas and the Holidays - Navigating the season as a separated family

11 Dec 2025

Breaking with tradition is hard for separated families. Parents naturally want to continue to celebrate the joy of Christmas and all those traditions with their children, but when relationships break ...

View