Will

  1. Skip to content

Will

Important information

Easywill may not be the most suitable Will for you if you:

  • reside outside of Australia;
  • are in business;
  • intend to get married in the near future;
  • are separated but not yet divorced;
  • are intending to exclude any close family members from your Will;
  • wish to leave specific items or include special instructions in your Will;
  • own any assets overseas;
  • have beneficiaries that live overseas;
  • have beneficiaries with special needs;
  • require advice about how to leave your estate, or unsure about what to do

If any of the above situations apply to you, we recommend that you make an appointment with one of our Estate Planning specialists who can offer advice about the most effective way to structure your Will.

Important information

Do you own a business, shares in a family company or have a financial interest in a family trust?

Issues involving these business structures are complex and cannot be dealt with in a simple Will. It is in your interest to seek professional advice if you have any of these business structures. Please call us on 1800 145 742 Mon - Fri 8:30am - 5:00pm AEST for further assistance.

Are you getting married in the near future?

If you do a Will now, and later get married, your Will is revoked by law. You may wish to proceed to make a Will now but it will need to be redone following your marriage. A Will can be made "in contemplation of marriage" but it requires specific provisions to be built into the Will, and professional advice should be sought.

Are you separated from your spouse/partner?

Separation does not cancel any legal obligations that you have to your estranged spouse/partner. If you are preparing an online Will, you need to consider that you may have legal obligations to this estranged spouse/partner.

Do you want to exclude any close family members from your Will?

If you exclude certain members of your family from your Will, your estate may be contested. Separate legislation in each State and Territory allows certain family members to make a claim for provision out of your estate. Professional advice should be sought for you to understand the impact of excluding certain family members from your Will.

Do you wish to leave specific items or include special instructions in your Will?

Easywill has not been designed to allow you to make specific bequests of special items or include specific instructions in your Will. The wording of these clauses is important and professional advice should be sought to assist you in understanding the impact of these instructions.

Do you own any overseas assets?

Even though your Will can deal with assets that you own overseas, the laws of other countries may have an impact on your estate. Professional advice should be sought to assist you in understanding the impact of owning overseas assets.

Do any of your beneficiaries live overseas?

There may be tax consequences for your estate and your beneficiaries if any of your beneficiaries live overseas. Professional advice should be sought for you to understand the taxation consequences

Do any of your beneficiaries have special needs? (eg. mental/physical incapacity, marital problems, bankruptcy problems, substance addictions)

If one of your beneficiaries is mentally or physically incapacitated, you may want to make specific provisions for that person under your Will to ensure their needs will be met after you are gone.

If one of your beneficiaries is having marital or financial problems, you may want to ensure your bequest to that person cannot be taken or used by people other than your chosen beneficiary. Special clauses would need to be included in your Will to provide for these situations, and professional advice should be sought.