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Will Preparation

Melbourne | FREE Consultation

A $50 Template Will Could Cost Your Family Thousands. Get a properly drafted will that protects your family, minimises tax, and withstands challenges.

our process

How We Prepare Your Will

1

Understand Your Situation

We discuss:

  • Your family structure
  • All your assets (property, super, business, investments)
  • Who you want to benefit
  • Special considerations (vulnerable beneficiaries, blended family)
  • Your concerns about challenges
2

Design the Right Structure

We don't use templates. We design a will that:

  • Reflects your exact wishes
  • Minimises tax exposure
  • Protects vulnerable beneficiaries
  • Reduces chance of successful challenge
  • Addresses 'what if' scenarios (beneficiary dies before you, etc.)
3

Draft in Plain Language

Your will should be clear, not confusing legal jargon. We draft wills you can understand—and that executors can follow easily.

4

Proper Execution & Storage

We supervise signing and witnessing to ensure validity. We store your will securely and remind you to review it after major life changes.

problem

Why DIY Wills Fail?

Problem 1: They Don't Cover Your Actual Situation

Online templates don't account for:

  • Blended families (kids from previous relationships)
  • Business assets and trusts
  • Superannuation (not covered by your will)
  • Digital assets
  • Vulnerable beneficiaries who need protection

Your family discovers the gaps after you're gone—when it's too late.

Problem 1: They Don't Cover Your Actual Situation

Problem 2: They're Easy to Challenge

DIY wills often fail because:

  • Ambiguous language (who gets what?)
  • Not properly witnessed
  • Don't consider all assets
  • Don't address "what if" scenarios
  • Result: Your family spends years in court fighting over your estate.
Problem 2: They're Easy to Challenge

Problem 3: They Cost Your Family in Tax

Without proper structure:

  • Capital gains tax on property transfers
  • Superannuation taxed at up to 47%
  • No asset protection for vulnerable beneficiaries

We've seen estates lose $50,000+ in unnecessary tax because the will wasn't structured correctly.

Problem 3: They Cost Your Family in Tax
Who Needs a Proper Will

You Need More Than a Template If

  • Blended family (kids from previous relationships)
  • Business owner (company shares, trusts, partnerships)
  • Property investor (multiple properties, mortgages)
  • Superannuation over $500K
  • Valuable assets (estate worth over $500K)
  • Vulnerable beneficiaries (young children, disabled family members)
  • Concerned about challenges (estranged family, complicated relationships)
  • Want to minimise tax (protect your family from unnecessary costs)

If you checked 2+ boxes: You need professional estate planning, not a template.

Comprehensive Will Preparation

What We Cover in Your Will

Comprehensive Will Preparation

Your will covers:

  • All personally held assets
  • Who receives what (specific gifts, residual estate)
  • Guardians for minor children
  • Who manages your estate (executor)
  • Backup beneficiaries ("what if" scenarios)
  • Funeral wishes

We also advise on (not in your will, but related):

  • Superannuation beneficiary nominations
  • Powers of attorney (financial and medical)
  • Testamentary trusts (tax-effective structures)
  • Business succession (if you have a company or trust)
Common Mistakes

Will Mistakes That Cause Problems

get-a-will

Frequently Asked Questions

Protect Your Family. Get Your Will Done Properly.

Book your FREE consultation now.

We'll review your situation and provide:

  • Clear advice on what your will should cover
  • Fixed-fee quote
  • Plain-language draft you can understand

Fixed fees. No surprises.

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