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My Dad Died Without a Will — Does His Partner of Four Years Get the House Over Us Kids?

5 min read3 replies
Original Question

Asked by peeling_shutter7 ·

Dad died three weeks ago. Heart attack, 58, completely out of nowhere. No will. We've checked with his old solicitor, the bank, everywhere we can think of. Nothing.

He'd been with his partner Denise for about four years. They lived together in his house (the one he bought years before he met her), still solely in his name, worth somewhere around $650k. He also had about $40k in savings. Mum and Dad divorced when we were teenagers, so there's no ex-spouse in the picture, just the three of us (all adults now) and Denise.

Denise has started saying things like "your dad would have wanted me looked after" and has mentioned staying in the house indefinitely. None of us have anything against her personally, but she's not on the title, there's no will, and honestly we don't actually know what she's legally entitled to versus what she's just hoping for. Nobody wants this to turn into a fight, but nobody wants to just hand things over out of politeness either if that's not how it actually works.

Does a de facto partner of four years get treated the same as a spouse when there's no will? And does it matter that the house was his before they even met?

From the knowledge baseWhat Happens If Someone Dies Without a Will in Australia?

3 Replies

tinsel_moth42
Accepted Answer

I'm sorry about your dad. Sudden losses like this are hard enough without an estate question landing in the middle of it. General information only here, not advice for your specific situation, but I can at least map out how this generally works.

Yes, a de facto partner is generally treated much like a spouse under intestacy in every Australian state and territory now, provided the relationship meets that state's definition of de facto, commonly a minimum period of living together (often around two years, though it can be shorter if there's a child together or the relationship is registered). Four years living together would typically clear that bar, but "typically" is doing some work in that sentence: the actual test looks at the whole relationship (shared finances, how the household ran, how the relationship was represented to others), not just a headcount of years. Denise would generally need to formally establish the relationship as part of the estate process. She can't just assert it, and neither can you dismiss it without checking.

Whether it beats the house being solely his name is a different question. How long he owned it before the relationship, and whether it's in his name alone or jointly, matters for how it's treated, but under intestacy the house is just another estate asset once ownership is established. Solely-owned property doesn't sit outside the formula the way a jointly owned home would (that passes straight to the surviving co-owner, no estate involvement at all). Since it's solely his, it's part of what gets distributed.

The formula itself: this is genuinely state-specific, so I'll describe the general shape rather than numbers I can't guarantee are current for your state. Where there's a partner and children who are not also the partner's children, most states split the estate: the partner typically receives the household chattels plus a statutory legacy (a fixed amount set by regulation and indexed periodically) plus a share of what's left, with the remainder divided among the children. It is very rarely "partner gets nothing" or "partner gets everything" in a situation like yours. It's usually a split, and the exact proportions are the part worth getting a firm answer on rather than guessing from a forum post.

Practically: none of you can transfer or sell anything yet. Someone needs to apply for letters of administration first, which is the no-will equivalent of probate (more detail in what happens if someone dies without a will). Given there's a genuine question here about entitlement, a real asset at stake, and people who aren't necessarily going to agree, this is a case where paying a solicitor for an hour of advice (not necessarily to run the whole thing) is worth it before anyone says something they can't walk back. It's a lot cheaper than a dispute that's already hardened.

windsock_relic

Adding the "I lived this" version of what tinsel_moth42 just laid out properly. My situation had an old will rather than none, but the dynamic (one person feeling entitled to stay in the house, the rest of us not sure if that was reasonable or just easier to avoid a fight about) was almost identical. Two things I'd do differently if I were starting again:

Get the "who's paying what" question answered explicitly, in writing, right now, before it drifts into an assumption. If Denise stays in the house while this is sorted, is she covering the mortgage (if there is one), rates, insurance? That's a completely separate question from what she's eventually entitled to, and it's the one that actually causes fights in the meantime if it's left vague.

And don't let "nobody wants a fight" turn into nobody actually asking the direct questions. We spent months being polite around the real issue and it cost us more in the end, both money and the relationship with the person on the other side of it, than just naming the actual question early would have. You're already doing better than we did just by asking this plainly.

bramblewick_22

One practical thing worth checking early: who's currently covering the household bills, and is there any income that stopped when your dad died: his wage, a pension, anything Denise may have partly relied on. If money's tight for her right now, Services Australia has bereavement payments and other support that can help bridge a gap without it needing to come out of the estate or out of anyone's pocket early.

Also worth a mention since it doesn't always occur to people mid-dispute: if things do get genuinely stuck, free family dispute resolution / mediation services exist specifically for exactly this kind of situation, often cheaper and faster than everyone lawyering up separately, and it can be a lot easier on the relationships you'll all still have to live with afterward. Doesn't replace getting the legal question answered properly, just worth having in your back pocket if talking it through directly stalls.

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