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A will is for your loved ones – Felicity’s Story

04 December 2023

Story Wills

Felicity’s story

When a parent passes away, it is natural to start thinking about things like your own death, and what would happen to your assets in that situation.

For 36-year-old Felicity, this was the exact scenario that prompted her to create a will.

 

“When my Dad died, I started thinking how difficult it would have been if he didn’t have a will. This made me consider my own circumstances and was the trigger to do my own will. It was also important for my mum as I am an only child.

 

I am divorced, which means it is just me, so I wanted to make sure I left instructions about who I would want to handle my affairs and receive my assets,” she said.

 

Felicity was recommended by a friend to speak to State Trustees about her will needs and said making an appointment with a will writer was an incredibly easy process.

“I reached out via email and was sent a questionnaire to fill in. From there, I booked in a ZOOM meeting with one of the will writers which fit into my work schedule really easily.

 

The appointment itself was great, and the will writer was so professional and considerate. They went through a few different options for things I hadn’t even thought about which was really helpful.

 

I also appreciated the extra details State Trustees provided me. They explained what would happen if I did die and the will was enacted, including what the executor would need to do, which helped me select who I wanted to be the executor.

 

From start to finish, the process was really empowering. When you’re young, creating a will is not a priority, but we can’t control when we will die, so it’s important to consider it even at a young age.

 

Realistically, creating a will is not just for you – it’s for your loved ones.”

Useful resources

Guide

Will writing guide

Read more
Checklist

Executor checklist

Read more
Guide

8 reasons to update your will

Read more

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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