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.

Download E-Guide

Please com­plete the form below and we will email you our guide to Wills and Estate imme­di­ate­ly. We hope you find it help­ful.

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

Dono­van Oates Han­naford did the pro­bate work for our late Mother’s estate. For me the process was made sim­ple and straight­for­ward. I under­stood what was hap­pen­ing the whole time. Scott Williams and Cathy Glover kept me well informed through the process.

I appre­ci­at­ed the respect­ful and friend­ly way in which I was treat­ed and so decid­ed to use Dono­van Oates Han­naford to do the con­veyanc­ing when we decid­ed to sell the prop­er­ty. Once again, for me, the process was made sim­ple and I was always kept abreast of what was hap­pen­ing. Scott and Cathy, once again, were a plea­sure to work with.

I have no hes­i­ta­tion in rec­om­mend­ing Don­a­van Oates Han­naford for pro­bate, estate and con­veyanc­ing. I will be using them to do my will and pow­er of attor­ney.” - David

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

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 Hadyn on 02 6583 0449 or horiti@dohlaw.com.au

Please com­plete the form below and we will email you our guide to Wills and Estate imme­di­ate­ly. We hope you find it help­ful.

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