Our office and phone lines will be closed on Wednesday. We will be contactable via email and our online form.
1. Click the 'Get Started' button below and complete an online form.
2. Your instructions are automatically sent to us.
3. One of our lawyers produces a will. They will contact you if they require clarification as to your wishes.
4. We invoice you $299 incl GST. You can pay the invoice in instalments within six (6) weeks, or in one lump sum.
5. Once paid, we email the will to you in Word and PDF for your review. We can mail it to you for an extra $15 for postage and handling.
6. You can opt to sign the will in our office with one of our lawyers, or return your signed will by post. We will tell you how the will must be signed and witnessed so as to be legally valid. You then arrange to do that yourself.
7. You can elect to store your signed will in our safe at no additional cost. If you have returned your signed will by post and you opt to store your will with us, we will send you a link to complete remote verification of identity via InfoTrackID ($13.75 fee per person).
8. Once entered into safe custody, we will email you confirmation with a certified copy of your signed will attached for your records. We can mail it to you for an extra $15 for postage and handling.
9. In the event of your death, we will release your will to your appointed executor/s upon receiving a certified copy of the record of death. It is a good idea to let your executor know your will is stored with us, so they know to contact us.
If based on the instructions you provide, we determine that you require a complex will, we will contact you to let you know and discuss your options.
Alternatively, you can elect to make a complex will via our online form. We recommend that you still go through the process of completing the online form as it will likely reduce the interview time, and therefore reduce the cost to you.
If your capacity to make a will might be affected by anything such as dementia, or you have a blended family, or you require elements, such as testamentary trusts or disability trusts, or your beneficiaries are at risk of losing what they receive from your will due to creditors or challenges from third parties, you should make a complex will.
An executor is responsible for administering your estate. For example, this includes collecting assets, paying debts and taxes, as well as distributing the remaining assets according to the Last Will.
An executor may be passed over or removed for many reasons. To avoid any issues, you should not appoint the following as an executor:
The alternate executor(s) will assume all responsibility for administering your estate if the executor you selected is unable or unwilling to act or continue to act.
Yes, your executor or alternate executor can still receive gifts in your Will.
Dependent children include children who are:
A guardian has the same authority as a parent and is responsible for caring for your minor or dependent children.
The guardian must be an adult of sound mind.
Your executor will hold the property in trust until the child reaches their chosen age.
There are some restrictions on gifts. You cannot give away:
Yes, you can. Alternatively, you can give your executor the option to appoint a pet caretaker for you.
No, they are not.
Furthermore, your Will may not be read until after funeral arrangements have already been made.
We recommend that you discuss your wishes with your loved ones now.
Yes you can forgive a loan that is owed to you. If you do not, the loan will become an asset of your estate.
Alternatively, if you have lent money to one of your children and not the others, you can include terms in your will which have the effect of evening things up between your children.
We have a blog post that answers this question, you can read it here.