(08) 9228 0811

We can help

  • By clicking send you agree to Privacy Policy

Wills

  • We can help with all areas of Estate Planning, from Wills through to Discretionary Trusts
  • Rest assured your Will meets all formal legal requirements to protect your assets & beneficiaries

How Can We Help?

Get in touch with us below
  • By clicking send you agree to Privacy Policy
  • This field is for validation purposes and should be left unchanged.

How Can We Help?

Get in touch with us below
  • By clicking send you agree to Privacy Policy
  • This field is for validation purposes and should be left unchanged.

Wills

Why do I need a Will?

A Will gives you the reassurance that your assets will be distributed following your wishes. If you die without a Will, you are said to have died intestate, allowing the law to dictate how your property will be shared out after any debts have been paid. This may result in your estate being distributed against your wishes, as well as incurring unnecessary tax liabilities for your beneficiaries.

A Will lets you decide who will be the executor and trustee of your estate, ensuring the task of administrating your estate is carried out by someone you trust. You can also appoint testamentary guardians for your children to ensure they are raised as you intended.

For a Will to be valid it must follow the formal requirements set out in the law. The person making the Will must be 18 years of age or older, the will must be in writing and be signed by the testator in the presence of two witnesses who must also sign the Will.

We have experienced estate planning lawyers in Perth who can assist you with everything from drafting simple Wills, through to complex discretionary testamentary trusts. We will ensure your Will meets the legal formal requirements and that it clearly sets out your wishes, so your family and other beneficiaries are provided for in the future.

When should I change my Will?

Generally, you should review your estate plan, including your Will, every 5 years. However, there are many life changing events that can trigger a point at which you should review your Will. For example, the law states that a Will is revoked if you marry or if you divorce, unless the Will has been made in contemplation of such marriage or you clearly intended that the Will not be revoked by the divorce.

Other life changing events include:

  • starting a business and creating new structures such as trusts, companies or superannuation funds;
  • starting a family or gaining grandchildren;
  • a significant change in your financial circumstances;
  • if you give away any assets mentioned in your Will; and
  • if a beneficiary passes away.

 

Depending on what changes are required, you may be able to make a codicil which amends your current Will. However, if the changes are major, a completely new Will would be advisable. Leave your loved ones with the certainty they deserve, draft your Will in Perth with Clairs Keeley today.