Our Complete Will is simple, but at the same time comprehensive. It deals with a number of often overlooked Estate Planning issues.
The Complete Will deals with a number of often overlooked Estate Planning issues, including:
- The identification of appropriate Executors and Trustees, (and alternates), as well as provisions dealing with the appropriate remuneration of Executors and Trustees (if applicable), and any impact that such roles may have on legacies and entitlements.
- Specific gifts to specific beneficiaries – with potential indexation of monetary legacies.
- Dealing appropriately and comprehensively with your “residual estate”.
- “Gift-over” provisions to the next-of-kin of intended beneficiaries who pre-decease you or who do not attain a vested interest in your estate.
- Comprehensive Executor and Trustee powers, dealing with all forms of securities, gifts to infants.
- “Family provision” explanations, to minimise the risk of potential disputes by disgruntled beneficiaries.
- Provisions dealing with the passing of control over any trusts in which you are involved.
- Provisions dealing with the passing of control over any private companies in which you hold shares.
- Provisions dealing with the appointment of guardians over minor children, or persons over whom you may have been granted guardianship – including financial and non-financial provision for those persons.
Before deciding whether a Complete Will meets all your Estate Planning objectives, we strongly recommend that you also read about our Testamentary Trust Wills:
If you would like to explore the benefits of using a Complete Will (as opposed to a “simple Will”), call Andreyev Lawyers on 1300 654 590.
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