South Australia has introduced major reforms that modernise and simplify the management of estates after death. For anyone involved in estate planning or administration, understanding these changes is essential. In particular, if you are working with a probate lawyer Adelaide, you’ll want to know how the new legislation affects the way wills, probate, and inheritance matters are handled.
A Fresh Start: The Succession Act 2023
On 1 January 2025, the Succession Act 2023 (SA) officially came into effect, replacing three major laws: the Administration and Probate Act 1919, the Wills Act 1936, and the Inheritance (Family Provision) Act 1972. This single, consolidated Act brings together all the key rules governing wills, probate, and family provision claims into a clear and unified framework.
The primary goal of the reform is to simplify estate administration and bring South Australian law in line with modern practice. For Adelaide residents, this means fewer outdated procedures, greater clarity around responsibilities, and more consistent outcomes across similar cases. The Act also strengthens the rights of family members, introduces stricter obligations for executors, and modernises the probate process for interstate and overseas property.
Who Can View a Will: New Access Rights
One of the most practical and impactful changes concerns who can inspect or obtain a copy of a deceased person’s will. The new law clearly defines the categories of people who are entitled to access a will, removing the confusion that previously existed.
Those who may now legally inspect or obtain a copy include:
Anyone named or referred to in the will (whether or not they receive a benefit)
Beneficiaries named in a prior will
A surviving spouse or domestic partner
Children, stepchildren, or adopted children
Parents or guardians of the deceased
Anyone who would inherit under intestacy laws
Persons with a legal or equitable claim against the estate
This provision ensures greater transparency and helps reduce disputes about who has the right to see a will. If you are working with a probate lawyer Adelaide, this new rule provides a clear legal checklist to determine who can request access, making the process more predictable and fair.
Simplified Probate Rules and Court Procedures
Alongside the new Act, the South Australian Supreme Court updated the Probate Rules and Forms to align with the legislative changes. The new procedures focus on reducing duplication, tightening document requirements, and improving consistency across all probate applications.
Key updates include:
Revised and merged forms for probate applications, with clearer instructions
A new requirement to disclose all assets and liabilities as at the date of death
Updated oath requirements for applications, reseals, and registrations
A modernised process for registering interstate and international grants, replacing the old resealing procedure
Clearer rules for dealing with caveats, citations, and objections
Modernised Estate Administration and Intestacy Rules
Another major reform involves how estates are distributed when there is no valid will in place. The new intestacy provisions provide broader and fairer pathways for inheritance, while also simplifying the management of smaller estates.
Key Changes:
Expanded intestacy reach – Distant relatives, such as children of first cousins, may now be eligible to inherit in specific situations.
Increased preferential legacy – The priority payment to a surviving spouse or partner before the rest of the estate is divided has increased from $100,000 to $120,000.
Small Estate Exemption – Estates with personal property or money valued at under $15,000 can now be transferred directly to a spouse or child without requiring probate or administration.
Alternate distribution agreements – Beneficiaries can now enter into binding agreements to distribute an estate differently from the statutory formula, provided all affected parties agree and the Court deems it fair.
These changes make it easier to manage smaller or uncomplicated estates in Adelaide, saving time and legal costs while maintaining fairness and transparency.
Family Provision Claims: Fairness and Accountability
The Succession Act 2023 also updates the eligibility criteria for making a family provision claim, which allows a person to seek further inheritance if they believe they were unfairly excluded from a will.
Expanded and Clarified Eligibility
Stepchildren, who previously had limited rights, can now claim if they can prove financial dependence or significant contributions to the deceased’s welfare or estate. Grandchildren, meanwhile, may claim only if their parent (the deceased’s child) died before the will-maker or if they were financially dependent on the deceased. Parents and siblings can claim only if they provided care or maintenance for the deceased before death.
Wishes of the Deceased Given Greater Weight
Perhaps the most significant shift is that the deceased’s expressed intentions in their will are now the primary consideration in any family provision claim. It means the Court will place greater emphasis on respecting the will-maker’s wishes, reducing the likelihood of successful challenges unless strong evidence of unfairness exists.
Courts also have new powers to order security for costs in weak or vexatious claims, discouraging frivolous legal actions that can drain estate resources.
Executor Accountability and Remedies
Executors and administrators now face greater scrutiny under the new Act. If they mismanage estate funds, fail to act diligently, or cause financial loss, beneficiaries or interested parties can apply for compensation or seek their removal.
The Act also allows the Court to require executors to provide binding undertakings on how they will manage the estate. If they breach these undertakings, they can be held personally liable. Claims for executor misconduct must generally be brought within three years of discovery, which encourages a faster resolution and protects the interests of beneficiaries.
What This Means for Adelaide Residents
For residents of Adelaide, the Succession Act 2023 represents a complete reset of the probate and estate framework. Whether you are drafting a will, acting as an executor, or administering a loved one’s estate, understanding these changes is essential.
Here are key steps to take:
Review and update your will – Ensure it aligns with the latest legal standards.
Include written explanations – If you plan to exclude someone from your will, document your reasons to reduce the risk of future challenges.
Seek professional advice early – A probate lawyer Adelaide can ensure your estate plan complies with the new laws and help you avoid mistakes.
Communicate openly – With expanded access rights, transparency can help prevent misunderstandings among family members.
Act promptly – New time limits apply for certain claims and applications, so that delays could be costly.
These reforms create a more transparent, efficient, and fair probate system for South Australians. For Adelaide families and professionals alike, the new legal landscape demands awareness, preparation, and sound legal guidance. By staying informed and working closely with an experienced probate lawyer, you can navigate these changes confidently and protect your estate’s legacy for the future.

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