Wills

50% of Australians die without a Will.1

A Will is the cornerstone of an estate plan. It is a legal document that specifies how a person’s assets are managed and distributed when they die.

It is essential that your clients have a valid and up-to-date Will, especially if they have complex needs such as providing for a second spouse, a blended family or a loved one with special needs.

If a client dies without a Will, they have died ‘intestate’ and their assets will be distributed according to a strict government formula, which varies from state to state, may be complex and time‑consuming, and may not be in line with their wishes.

Read our top five tips when writing a Will.

How we can help you

Just as it’s important to create wealth for your clients, it’s important to make sure it is protected.

Our estate planning lawyers will work closely with you to ensure your clients make the right decisions about how they should transfer their wealth.

Having a Will is certainly a good place for your clients to start, but it’s just the beginning! A comprehensive estate plan involves so much more.

For more information on Wills, please call us on 1800 882 218.

1. Source: moneysmart.gov.au, 2016

By having an estate plan in place, you can be sure that your assets will be managed and distributed the way you want and in the most tax-effective manner.

Meet the Estate Planning Team

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Peter Hewish

Head of AET Estate Planning

Sydney office

Jennifer Petrovska

Estate Planning Lawyer

Sydney office

Jennifer Wilson

Senior Estate Planning Lawyer

Brisbane office

View all members in our Estate Planning Team.View team