Preparing a Will
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Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar. Any documents you favourite by clicking on the heart, will be saved in your Dashboard (for premium users). Loved an article and want to connect with the Advisor who wrote it? Just search for them in the Advisors tab at the top of this page.


How do I direct my SMSF funds into my estate?

You can direct your SMSF into your estate by completed a Binding Death Benefit Nomination form which is very carefully worded to do this. This will ensure your death benefit is paid to your intended beneficiaries under the estate in accordance with...


How does a vision impaired person sign their Will?

A client who is vision-impaired, and cannot see nor sign the Will, can still have their Will done. There is a process wherein the signing of the Will involves the Attestation clause, which explains how the Will was read and how the Will was signed i...


I’m getting married soon. Do I have to redo my Will?

Unless the current Will you have contains the words “made in contemplation of marriage” and your soon-to-be spouse is your beneficiary or at least one of them, then you may need to prepare a new Will. By using the words “made in contemplation of mar...


Can I leave one of my children out of the Will?

Yes, you can leave a child out of your Will, and not make any ‘provision’ for that family member, however this will create a very high risk of that child bringing Family Provision Claim, contesting the Will. Apart from the stress this causes to the...


What happens if I die without a valid Will?

Intestacy is where a person dies without leaving a Will. The person who has passed away is referred to as the “Intestate”. The law sets out that if you die without a Will, an application will need to be made to the Supreme Court by the surviving...


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