Bookmark and Share

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.

 

Download Bequest form
How do I word a Bequest in my Will?
Checklist for making a Will
  Testimonials
In memoriam gifts
Contact us