Checklist for making a Will

If you have not already written a Will, we have prepared a simple checklist to assist you in taking this important step. We recommend that you seek the services of an Australian lawyer when making your Will.

Calculate the value of your estate by totalling the value of your property, possessions and money and subtracting loans and mortgages.
Decide who should benefit from your Will.
Select a practising Australian lawyer to act as your professional advisor. This ensures that your Will is legally correct and will not be void for uncertainty.
Select the executor(s) and trustee(s) for your Will: solicitors, family members or friends can act as an executor(s) and/or trustee(s) of your estate.
Ensure all formalities are complied with in executing the will to avoid uncertainty. This should also be done with the guidance of a practising Australian lawyer.
Review your Will every few years to keep it up to date. Changes in your financial or personal circumstances such as marriage, divorce, grandchildren, retirement or the death of a loved one can affect your Will and you may need to write a new Will or alter the existing one with a codicil, which is a short legal amendment.

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Checklist for making a Will

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