Overview
Studies show that at least 45% of Australians do not have a valid Will.
Wills and estate planning can present a complicated situation, particularly if you are dealing with blended families, children who are affected by drug or alcohol, who are estranged, disabled or irresponsible with their money.
While you can never know what’s just around the corner, effective planning and robust legal advice can bring peace-of-mind.
Our ‘Preparing Your Wills and Estate’ E-guide will arm you with the key information you need to know about preparing your Will and Estate.
Key Information and Definitions
We know legal processes can be daunting and downright incomprehensible at times. We offer our clients superior, professional advice which is easily understood, and is provided in a timely manner.
So, to help you understand exactly who and what we are referring to when we talk about planning your Wills and Estate, we have included a glossary of key terms as well as a list of the key roles that people will play in this process.
Setting up Your Wills and Estate
Your Will is one of the most important documents that you will ever sign. For this reason we recommend that you get legal advice to ensure the contents of this are correct.
The purpose of our ‘Preparing Your Wills and Estate’ E-guide is to provide you with the fundamental information that will help you plan and prepare this important document as well as those required for your Estate Planning. This includes:
- Writing your Will
- Setting up your Superannuation Nomination
- Appointing your Attorney and Enduring Guardian
- Setting up a Testamentary Trust
Frequently Asked Questions
When it comes to setting up Will and your Estate, we recognise that everyone has circumstances that are unique to their situation. However our ‘Preparing Your Wills and Estate’ E-Guide does answer some commonly asked questions relating to second marriages and managing asset allocation to children who may be unable to manage certain financial assets, such as:
- Facts about Wills
- Glossary of Key terms & the Key Roles
- Setting up your Will & Estate
- How do I provide for children’s special needs in my will?
- How can I ensure that my Will provides adequately for my children and my current spouse?
- Can I prepare my Binding Death benefit Nomination myself?
- How do I distribute my share of land that I own jointly?
Testimonials
“I am extremely happy with the service that I have received from Donovan Oates Hannaford. In particular the interactions with their staff and their prompt attention to my issues.”
“The team at Donovan Oates Hannaford always provide me with an alternate option and explain the consequences of each option. They simplify complex problems and are very thorough in their approach.” - Anon
"Hadyn was very helpful with my enquiries into Wills, probate, etc even though I was from Sydney! I would highly recommend him." - Lou
E-Guide Author
Hadyn Oriti is a Partner with Donovan Oates Hannaford. He has a wealth of experience in providing advice on Wills and Estate Planning.
If you would like to find out more about planning your Will and Estate, please contact the team.
