Disputes over deceased estates and power of attorney can be complex, often involving unexpected deaths and conflicts among spouses, siblings, extended family, friends, and business partners over asset distribution.

Disputes can escalate when asset values, tax outcomes and competing beneficiary perspectives are not tested early. Independent advice can help clarify the financial issues and support efficient resolution.

We investigate estate assets, financial transactions and fiduciary conduct to resolve disputes involving wills and powers of attorney.

Our experts have significant experience in providing expert witness, forensic accounting and business valuation services in deceased estate disputes and elder abuse:

  • Business valuations for probate and litigation purposes
  • Reconciliation or reconstruction of financial statements 
  • Bank account reconciliation to quantify contributions to estate assets
  • Asset tracing to investigate alleged executor misconduct or elder abuse
  • Matters involving assets based domestically
  • International matters involving offshore assets
  • Matters involving the historic examination of documentation 
  • Review of attorney transactions and benefit flows
  • Funds tracing and cash analysis
  • Reconstruction of financial position at key dates

Key services

Expert witness engagements require independent, well-reasoned opinions that assist the Court or tribunal. Our forensic accountants prepare clear, defensible reports and provide testimony across Australian jurisdictions and arbitration.

We use our expertise and unique and in-depth methodology to undertake business valuations to help clients meet strategic goals.

Our team of specialist forensic accountants and investigators have extensive experience in tracing assets and the flow of funds.

Our licensed forensic investigators with domestic and international experience deliver high quality results in the jurisdictions in which you operate.

EPOA/executor misconduct

EPOA/executor misconduct

Read the full case study
Client challenge
Lawyers acting on behalf of Ben Brown, the son and a beneficiary of his late mother’s estate, sought to obtain expert evidence quantifying the misappropriation of funds by the EPOA and Executor over a seven-year period.
The solution
We undertook an urgent forensic investigation of the deceased’s bank statements and associated investment accounts, uncovering the misappropriation of funds not disclosed by the executor in his affidavit.
The outcome
Within 10 business days of appointment, we were able to examine and analyse more than 3,800 transactions from 750 pages of bank statements and deliver a memorandum of findings to assist in settlement discussions during mediation.