Wills and Estates

5 Easy Steps to Making a will

Every adult person needs a will.  You’re failing your family and loved ones if you don’t prepare a will.  If your circumstances are simple the  process can be completed in minutes online.  If you have business assets such as companies and trusts or you have a more complicated family situation the process is a little bit more involved.  Remember though, the more complicated your affairs, the greater is your need for a will.  The starting point is our smart form.  It will save you cost and make sure nothing is missed.  If you would rather talk to a lawyer on the phone, that is ok also.  Please call  07 54791488.  We have been preparing wills for 20 years.  You’re in good hands.  We”ll help you sign and you can call us at any time throughout the process.

  • 01 Go to our smart form.

  • 02 tell us about yourself and your family

  • 03 Our system will provide initial advice and an estimate in minutes

  • 04 If your circumstances are simple we'll email the will.

  • 05 If your circumstances are more complicated we'll call you to talk.

We have been preparing wills for Sunshine Coast Business People since 1998

If you operate a business there are some simple things that you may need to do, with your companies trusts and properties to make sure that your will is effective

  • CHECK YOUR TRUST

    • You do not own the assets of your trust, how those assets pass depends upon the content of the trust deed and how the new trustee takes control

  • CHECK YOUR COMPANY

    • You do not own the assets of your company. Those assets are owned by that company and are controlled by the shareholders and directors. You cannot give these assets away in your will. You must consider how best to deal with directorships and shareholdings in your will.

  • CHECK JOINT ASSETS

    • If you own a house or bank account or any other assets jointly with someone else then those assets will pass to that other person regardless of what your will says. Assets held with another person as tenants in common will pass under the will. You should consider if your assets are held jointly or as tenants in common. We can help you make corrections.

  • BLENDED FAMILIES AND BFA’S

    • If you have a blended family and you are having difficulty deciding how to leave assets so that your biological children and your partner are both protected then you are not alone. Talk to us. A Binding Financial Agreement, appropriate life insurance or a testamentary trust may help.