Wills
To have one of our Will writing specialists contact you to discuss your specific needs, please contact us.
You can also register for a Will Appointment using our online booking form.
At State Trustees we’re all about helping Victorians safeguard their assets and help protect those who matter most – you and your family.
As your Will writing specialists, we understand that when it comes to trusting someone with your personal and financial affairs, you need to know you’re getting professional and expert advice with your interests at heart.
What is a Will and why is it important?
Your Will is an important legal document. It helps ensure the right people are provided for when you pass away and your assets will be distributed according to your wishes.
Who should have a Will?
If you own property and possessions or have control over property and possessions you should have a Will.
What happens when you pass away without a Will?
If you don’t have a Will, your assets will be distributed generally amongst your closest relations. As a consequence, your close family members might end up with less than you intended or your assets could even go to someone you didn’t plan to leave anything to.
How do I prepare a Will?
At State Trustees we are the experts in Will preparation. We can prepare and write your Will to help ensure it reflects your current circumstances and is legally sound. We’ve been helping Victorians for over 70 years by preparing tailored Wills that help distribute their assets the way they want.
We’ll provide you with expert advice and guidance so you’ll have peace of mind that comes with knowing you will be looked after by professional specialists.
Keeping your Will up-to-date.
If you already have a Will, it’s important to make sure that your Will is updated to reflect any changes in circumstance, such as marriages, separations, births, deaths, retirement or even purchases of major assets. We can help you review your existing Will so it reflects your current situation and avoids leaving part of your estate to unintended beneficiaries.
Making sure your Will is up-to-date and legally sound is the best way to help ensure your assets are protected and your wishes are carried out.
Your Will writing specialists.
When you’re ready to write your Will or update your existing Will, there are some important things for you to consider. As your Will writing specialists we are here to help you with impartial and expert advice.
We will discuss all of the important questions you need to consider when preparing your Will including;
- Who do you want to leave your assets to?
- Are there specific items or gifts of money you would like to leave to particular people?
- How would you like to divide everything else up?
- Is there anyone you are leaving out of your Will that you have provided for in the past?
- Do you have specific instructions for your funeral?
- Who would you like to be the guardians of your children?
- Do you want to set up Trusts for things like future grandchildren’s education?
- If you have a business, what happens to it?
- Are your partner and children going to be financially secure in the future?
- Are there charities you would like to donate to?
- Who do you want to be Executor of your Will?
It is surprising how complex all this can be, especially trying to anticipate the needs of your family and the possible disputes that may arise.
At State Trustees we are the specialists in preparing Wills and can help you plan for the future.
For more information, to book an appointment or to talk about your specific needs
