Wills

An executor, sometimes called a trustee, is the person who puts your Will into action. They will locate and keep in touch with each of the beneficiaries, decide whether a property should be sold or kept, and, if any of the beneficiaries are minors, they will continue to look after your assets until the children are old enough to receive the distribution outright. Depending on the age of the children, this could be many years if not decades.

An executor has a duty to act in the best interest of all beneficiaries, and they can be a beneficiary themselves as well. Our Will and Estate lawyers will ensure that your executor has the information and help they need to carry out your wishes as you intend.

Our Will and Estate lawyers will take a common-sense approach when drafting your Will. You can update your Will as many times as you wish, so long as you still have the capacity to do so. Having said that, we suggest that it includes a few backup plans to cover the ‘what if’ scenarios. This way your Will should last you for many years without the need to update it.

 As well as drafting your will, our Gippsland Will and Estate lawyers can advise you if it is appropriate for you to divest or transfer some of your assets in preparation for your death.  From an estate planning perspective, this can reduce the chances of your Will being contested and lessen the burden on your executor. 

We take a holistic approach to your situation, and we may well suggest that you consider transferring your properties ahead of time so long as it remains cost-effective.  We do this by working in conjunction with your accountant to ensure any adverse stamp duty or capital gains tax issues, etc, are kept to a minimum.

When you come to see us about making a Will, we often raise two other documents with you as well; an Enduring Power of Attorney and an Appointment of a Medical Treatment Decision Maker.  You may decide that one or both of those documents will be beneficial for you. Read more about these documents here.