How it works
The State Trustees Will Kit is an Australian legal Will template prepared by State Trustees, the trusted experts who have written over 100,000 Wills. It helps people with straightforward circumstances create a convenient and affordable legal Will.
What you get
Will template: A legally valid template to make your own Will with step-by-step instructions
Will Planning Guide: To help you plan your will.The Will Kit explains the important aspects of a Will, like nominating your Executor and beneficiaries and specifying guardianship for your children. A sample Will is also included for your reference.
Comprehensive Templates: The Will Kit has comprehensive templates to help you take an inventory of your assets and debts, and Will Notes to help you structure your Will.
I don’t own any major assets, or have children. Do I need to make a Will before I travel?
Congratulations on planning the trip of a lifetime! Before you head off it is important to get your affairs in order. Although you may not have children, you may have assets that you are unaware of, such as superannuation, or you may want to make specific gifts in your will.
Visit Smart Traveller for all your travel advice before you head off.
This Will Kit is a fast, convenient and affordable solution to provide you the peace of mind you need to be able to enjoy your travels, knowing your wishes will be formally documented for your executor in the unfortunate event of your death.
When should I use a Will Kit?
Our Will Kit will help you prepare your own Will according to your wishes. It’s intended for use in uncomplicated situations. For example where you intend to give everything you own to:
- your surviving spouse or partner, or
- if you don’t have a partner or your partner has died, to your children, or
- if you don’t have a partner or children, to other family members, friends or charities.
When is a Will Kit not suitable? When should I consider a consultative Will?
A Will Kit is not suitable if you:
- or your spouse/partner have a child or children from a previous relationship;
- are proposing to leave someone out of your Will who expects to benefit from your estate;
- have an interest in a family trust, private company, self managed superannuation fund, or partnership;
- have any beneficiary with special needs, e.g. due to a disability;
- want to include a trust of any kind in your Will;
- have complex assets, e.g. an extensive share portfolio or overseas property;
- want to distribute your residuary estate to more than one person in different proportions.
If any of these situations applies to you, or you’re unsure about how to proceed, you must seek the assistance of a Will writing professional.
What happens if I don’t make a Will?
If you don’t have a Will, State and Territory laws says who will benefit from your estate. This is done by using a legislative formula – it can mean that your property and possessions might not be distributed as you would have wanted.
Who can make a Will?
If you are over 18 years of age and have testamentary capacity (meaning you have the mental ability to know and understand what you are doing and why), you can make a Will. You can also make a Will if you’re under 18 years of age and are either married (or previously married), or have the consent of the court.
Why do I need a Will?
Having a clearly written and up-to-date Will is important as it:
- helps ensure your property and possessions are distributed the way you want;
- outlines who you want to benefit from your estate;
- reduces potential conflict after your death;
- helps your Executor understand how you would like your affairs managed