Service update: Our phone lines are currently down due to a Telstra outage. Please check back later.

A complex situation, sorted with a will – Rose’s story

01 December 2023

Story Wills

Rose’s Story

Creating a will when you have a complex situation can be daunting and often confusing. Whether it be a previous marriage or shared assets, it is hard to know where to start to ensure you’re doing everything by the book.

 

State Trustees, Victoria’s largest and most trusted provider of wills, makes this process easy. With a range of flexible options, from online wills to consultations with experienced will writers, State Trustees offers a solution of everyone – even those with complex circumstances.

 

For 62-year-old Rose, creating a will via State Trustees was “a straightforward and rewarding process” despite complexities with her situation.

“I own a property north west of Melbourne’s CBD and around four years ago, I sold a portion of the property’s equity to one of my two daughters. This allowed myself and my new partner to build a separate dwelling at the back of the home where we now live. I knew I needed to be fair to both daughters and my partner when it came to my assets after I died, but I wasn’t sure the best way to go about it, especially because the title for the house had not yet been clarified. Having worked in aged care for many years, I knew of State Trustees and their reputation as being trustworthy and fair, so didn’t hesitate when it came to booking an appointment with them. The person who I saw was so patient and listened to everything I said. They really made me consider things that I may not had thought about prior.”

Rose had two appointments with State Trustees – an initial consultation that helped her to understand all the elements needed for her complex situation, and a second consultation to finalise the will. She also registered her will at the Victorian Will and Powers of Attorney Registry, which was also facilitated by State Trustees.

“My experience with State Trustees was beneficial and enlightening. They were respectful of my situation, and passionate about looking after my interests and wishes. I never once felt rushed in the process.”

Useful resources

Guide

Will writing guide

Read more
Checklist

Executor checklist

Read more
Guide

8 reasons to update your will

Read more

Share this article

Aboriginal flag Torres Strait islander flag Pride flag
State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023