Appointing Equity Trustees as Executor

Choosing Equity Trustees as your executor will give you peace of mind that your estate will be administered professionally, while maintaining family unity and harmony.

By choosing a Trustee Company as your executor, rather than a family member or friend, you have far greater assurance that your assets will be properly handled. Trustee Companies are regulated by legislation and are required to maintain numerous safeguards to provide you with comfort and protection.

Requirements to appoint Equity Trustees

If you wish to appoint Equity Trustees as an executor of your will, you must meet the following requirements:

1. Assets in Victoria
   You must have an asset located in the State of Victoria (i.e. shares or other securities registered on a Victorian Register, land or a bank account)
2. Copy of will
   Please advise Equity Trustees of the appointment and let us either have the original will for safe keeping or send us a copy and let us know where the original is stored.
3. Appointment details
   Please include the following details for the appointment of an executor to your will:                 Name: Equity Trustees Limited
   Address: Level 2, 575 Bourke Street, MELBOURNE VIC 3000

Whilst it is important to consider who will be the executor of your estate when you have passed on, we believe it is equally important to consider appointing a person or company to manage 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.

If your executor is also your attorney, administering your estate according to your wishes is a much easier task for all concerned. To read more about Powers of Attorney click here.