What to expect when making your Will

Making your Will for the first time can be a little overwhelming; therefore it’s important to have an idea of what you can expect when making your Will with the Public Trustee, and also some things for consideration before your appointment.

You’ll first meet with one of our welcoming trained will-makers who will ask you for some personal details, so you should bring your current driver’s license or passport with you to your appointment.

Having an idea of your assets, such as savings, car, home, belongings and superannuation, as well as who you’d like your assets to go to (beneficiaries), will help to form your Will. If you have specific items that you’d like to leave to a particular person, you can request for this to happen in your Will.

When creating your Will, your will-maker will ask you who you’d like to appoint as your executor – which is the person who will be responsible for ensuring that your requests in your Will are carried out.

Many people choose a loved one to be their executor, however it is important to realise that many legal and financial responsibilities fall on the shoulders of your executor and they can be held liable if anything were to go wrong. It’s important to consider that at a time of grief, it may be too difficult for them to perform their duties as an executor.

With this in mind, you are able to appoint impartial and experienced organisations or professionals to be your executor, such as the Public Trustee.

With over 103 years’ experience, the Public Trustee is able to make sure your last wishes are followed through in a professional and caring manner, ensuring your beneficiaries are communicated with along the way.

You are also able to set up Trusts, donate to charity, and create an enduring power of attorney, as part of your will-making process.

Your will-maker is able to answer any questions you have related to our services, alternatively you are able to phone us on: 1300 360 044 or visit our website if you’d like to find out more information before your appointment.

The Public Trustee provides a free will-making service to all Queenslanders to help ensure a voice for your last wishes.

Appointments should take no longer than an hour (less if you’re updating your Will), and you will be provided with a copy of your Will on the day.

We will also store your Will for free in our state-of-the-art, temperature controlled storage bunker for your peace of mind.

To book your free will-making appointment, click here. To find out more about our will-making service, click here.

Last published: 15/04/2024 11:21:12 PM