Australian Executor Trustees has been preparing Wills for Australians, from all walks of life, for more than 120 years. 

During this time, we have developed an extensive understanding of the services clients need to secure the transfer of their wealth and ease the burden of their incapacity or passing.

What is a Will?
Your Will forms the foundation of your estate plan.  A Will directs the distribution of your assets to your beneficiaries in line with your wishes.  It also allows you to:

• Appoint an Executor of your choice
• Appoint a guardian for any minor children
• Establish a Testamentary Discretionary Trust to transfer your wealth tax effectively and maximise asset protection
• Make specific gifts to charities or establish your own Charitable Foundation
• Establish a Trust for a minor child or another specific purpose.

What is an Executor?
Every Will requires the appointment of an executor; a person or trustee company you choose to carry out your wishes.

Your executor is responsible for the entire administration of your estate, from funeral arrangements to the ongoing management of your assets until the estate is completed. Other duties include:

• Locating the Will
• Confirming the Will is legally valid (obtaining a grant of probate)
• Advising beneficiaries of their entitlements
• Preparing a statement of your assets and liabilities
• Lodging tax returns
• Protecting your assets pending distribution (including insurance, safekeeping of valuables and re-investment of surplus funds)
• Establishing trusts
• Making payments to beneficiaries

Click here to find out more about appointing an Executor and the range of services Australian Executor Trustees can provide you with.