Wills

Equity Trustees can assist with drafting or revising your will and provide expert advice on all relevant legal issues.

Whether your estate is large or small, it is important to have an up-to-date will to ensure that your assets are distributed in the way that you intend. A valid will also minimises the chances of any misunderstandings, arguments or added emotional distress for those you leave behind.

If you already have a will but it hasn’t been reviewed for some time, or if you have any legal questions about your will, it is best to ask us for a free initial consultation.

The cost of drawing up or reviewing a will is quite inexpensive for most people. It's a small price to pay for peace of mind. We can also safely store your will.

It’s worth considering…

Who your executor will be
We provide comprehensive professional executor services to ensure your will and estate are managed according to your wishes. Click here to read more about how to appoint Equity Trustees as your executor.

Establishing a Power of Attorney
Whilst it is important to consider your estate when you have passed on, we believe it is equally important to consider the management of your assets whilst you are alive, however unable or unwilling to do so yourself. In this case a Power of Attorney can be an effective solution. Click here to read more about Powers of Attorney.

Establishing a trust through your will
Trusts can be established while you are alive or by provision in your will. Presently, income tax law favours trusts established in your will. Click here to read more about establishing a trust through your will.

Click here for Frequently Asked Questions about wills.

Contact us

For more information about wills or to make a no-obligation appointment to discuss your estate planning requirements, contact one of our Client Relationship Managers on 03 8623 5000, 1300 555 511 or click here.