Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 589

Can a crime invalidate a will?

Can committing a crime or having criminal record impact a will or other elements of the estate planning process?

A criminal record, in particular the nature of a crime, can impact whether or not a person benefits under a will or remains in the position as an executor, trustee or testamentary guardian under a will.

A criminal record doesn’t automatically prevent a person from benefitting under a will or being appointed as an executor, trustee or testamentary guardian. But it is most certainly a factor that should be taken into account when advising a client how a beneficiary should inherit under a will, and who they should appoint in these roles.

If an heir has killed or injured the will maker

In estate administration, one key legal principle is the forfeiture rule, which prevents a beneficiary who has killed or injured the testator, or the will maker, from inheriting any part of their estate.

This rule is based on the idea that no one should profit from their wrongdoing, particularly in cases involving violence against the testator. If a beneficiary is found guilty of intentionally causing the death or serious injury of the testator, then they are legally barred from receiving any inheritance under their will.

A person who has unlawfully killed another is also unable to obtain a grant of probate or letters of administration and, if a grant has already been made, then it will be revoked.

For example, in Re Edwards [2014] VSC 392 the forfeiture rule was applied in a case of defensive homicide and upheld on appeal. Even though there had been a history of domestic violence and the will maker’s murder was committed in self-defence, it was held that the rule applied to all cases of murder and manslaughter without exception.

In the case of a person procuring the making of a will by fraud

Generally, fraud is the only crime which may affect the validity of the whole or part of a will.

Where fraud is alleged, it must be shown that another person deceived or misled the testator in such a way as to materially impact the making of the whole or part of a will in a certain way.

This includes wilfully false statements or the suppression of key facts by another person, intended either to gain benefits under a will for themselves or to prevent benefits being received by a person who would ordinarily expect to benefit under a will.

Where a beneficiary is a convicted criminal

Generally, a beneficiary who is a convicted criminal is entitled to inherit under a will, provided that their crime is not directly related to the testator’s death. However, this can potentially impact the way in which a beneficiary in this position should benefit under a will.

For example, a protective trust may be more suitable than leaving a direct benefit to a beneficiary in this position, particularly where they may misuse the funds left to them.

That being said, a testator has the freedom to disinherit or limit an inheritance to any beneficiary, including a convicted criminal, if they choose.

For example, consider the case of a client who wants to leave their entire estate to their only son, who is a convicted drug dealer, but they want to support them.

While it would not be illegal for the son to inherit the estate outright, a client may be concerned with how the funds would be used. For this reason, the client may opt to include a protective trust under the will managed by a professional trustee.

The terms of the protective trust would allow for the son’s financial needs to be met with the safety of a professional trustee managing his inheritance, minimising the risk of misuse.

Another benefit is that an immediate family member of the son would not be acting as trustee, a role which necessitates the making of difficult decisions in the best interests of a beneficiary. This often gives rise to situations of conflict, potentially impacting family relationships.

When an appointed trustee, executor or testamentary guardian has a criminal record

A person with a criminal record can be appointed as an executor or trustee under a will. However, where the crime was an offense involving dishonesty, it can constitute grounds for their passing over as executor or removal as trustee by the Court.

If a person who has committed a crime is appointed as testamentary guardian, which is someone who assumes parental responsibility in the event that both parents have died, the Federal Circuit and Family Court of Australia may intervene and appoint another person as guardian or even put the child into foster care.

 

Nick McColl is Legal Counsel at Equity Trustees. This article is for general information only. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision, you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances.

 

  •   4 December 2024
  •      
  •   

 

Leave a Comment:

RELATED ARTICLES

Wealth transfer isn't just about 'saving it up and passing it on'

Meg on SMSFs: Is a binding death benefit nomination worth it?

Watch out, it's not easy being the executor of an estate

banner

Most viewed in recent weeks

The growing debt burden of retiring Australians

More Australians are retiring with larger mortgages and less super. This paper explores how unlocking housing wealth can help ease the nation’s growing retirement cashflow crunch.

LICs vs ETFs – which perform best?

With investor sentiment shifting and ETFs surging ahead, we pit Australia’s biggest LICs against their ETF rivals to see which delivers better returns over the short and long term. The results are revealing.

Warren Buffett's final lesson

I’ve long seen Buffett as a flawed genius: a great investor though a man with shortcomings. With his final letter to Berkshire shareholders, I reflect on how my views of Buffett have changed and the legacy he leaves.

Family trusts: Are they still worth it?

Family trusts remain a core structure for wealth management, but rising ATO scrutiny and complex compliance raise questions about their ongoing value. Are the benefits still worth the administrative burden?

13 ways to save money on your tax - legally

Thoughtful tax planning is a cornerstone of successful investing. This highlights 13 legal ways that you can reduce tax, preserve capital, and enhance long-term wealth across super, property, and shares.

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Latest Updates

Weekly Editorial

Welcome to Firstlinks Edition 639

Thank you for the hundreds of responses to our Reader Survey and to maximise the sample size, we’re leaving it open until this Sunday. Here is an overview of the results so far.

  • 27 November 2025
  • 1
Investment strategies

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

Investment strategies

The ultimate investing hack: dividend growth stocks

Investors often fall prey to ‘amygdala hijacks,’ letting emotion trump reason. By focusing on dividend-growth with stocks instead of volatile prices, you can steady your mindset and let compounding do the work. 

Investment strategies

CBA or global banks?

CBA’s recent pullback highlights single-stock risk. Global banks trade at lower P/Es with rising earnings and dividends, offering investors both income potential and long-term value beyond the local market.

Investment strategies

Global dividends rising, but Australia lags

Global dividend growth surged in the third quarter, with median growth of almost 6%. Australia was a notable exception as dividends fell, thanks to flagging mining company payouts.

Economy

I called inflation's rise and fall and here's what's next

In 2020, I warned that surging US money supply growth would spark inflation. By early 2023, I said US money supply was dropping dramatically and that meant inflation would decline. Here's what happens next.

Superannuation

Are excessive super funds giving Australia “Dutch Disease”?

The irony is profound: a system designed to secure Australians’ futures may be systematically dismantling the economic diversity necessary for long-term prosperity.

Investment strategies

Could your children pass the inheritance ‘stress test’?

You devote years of your life working, saving and investing, striving to build a legacy that will outlive you. Before any wealth moves to the next generation, here are six questions every parent should ask themselves.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.