How We Can Assist You With Your Will & Estate Plan
We warmly congratulate you on taking this important step toward securing your wishes and ensuring peace of mind for yourself and your loved ones. Crafting your will and estate plan is a thoughtful decision that demonstrates your care for those you cherish. Our dedicated team is here to guide you through every aspect of this journey with personalised attention and expert advice.
Your up-to-date estate plan can include:
We Have Expertise In All Types Of Wills, Estate & Wealth Planning
Whether your unique circumstances are complex or simple, it’s vital that your estate planning is expertly taken care of so that your wishes are carried out as you would want them to be.
If you don’t have a current Estate plan and a valid will, you’re leaving yourself and your loved ones open to the possibility of a lottery-at-law with your assets.
Do something about your estate planning, right now. Choose the experienced, smart, street-wise estate planning approach of Anumis Legal. Call us today on 07 5455 6347 or contact us online today for a free consultation
What You’ll Need To Consider When Creating A New Will
As you think about preparing to give instructions regarding your new will, here are some pointers that will hopefully be useful for you.
Click on the different information categories you’ll need to provide to learn more about what you’ll need to consider during the creation of your new will and estate plan.
Please list any assets, bank accounts, and other special items that you want to gift to people, charities, or other causes.
If you have any special items such as jewellery, collectables, artwork, books and so on that you would like to gift to particular people, take a photograph of the item and bring these along, or email them to us, so that we can create a list to attach to your will, complete with photographs.
This is an excellent way of ensuring that the special someone that you want something specific to go to, receives the specific item according to your wishes.
This is a good time to ensure that your binding death nomination for your Super fund is up to date, if that applies to you. Also, if you have details of your Superannuation, then that could be clarified in your will.
You have two options regarding your Superannuation Binding Death Nomination: either to make the Binding Death Nomination in favour of your children, or in favour of your personal representative.
If it is made out to your children, then your Superannuation will completely avoid your will and be dealt with by the Superannuation Fund Trustee in accordance with your nomination.
If, on the other hand, you make the nomination in favour of your personal representative the Superannuation payment will be made to the Estate and dealt with according to your will.
Your will is exactly that – yours! You can include your intentions for distributing your financial and other assets, as you wish. So, is there anything else that you wish you include, anyone else you wish to donate something to?
Please list the people, charities, or other causes – if it’s people, their relationship to you (son, daughter, niece, nephew etc) and their current address.
You can include your wishes for your funeral, whether you wish to be cremated and if so where you would like your ashes to be scattered. This is optional. You do not have to include funeral wishes – if you would like to, then your will is a good place to voice your preferences.
Ideally, nominate two people (or more) who would be willing to be your executors (to administer your will, sort out the estate and distribute your gifts and so on). Bring along the names and addresses of your nominated executors.
Relationships and families can be complex. Sometimes there is a person or persons that for your own reasons you do not want to include, such as an ex-partner.
Please note that while your will is there to state your wishes, in some circumstances claims can lawfully be made to challenge a will and there are circumstances where your wishes may be overturned by a court to provide for someone that the court deems has a real claim.
If there is someone you wish to exclude, your will must state your reason(s) so that in the event of a challenge, your voice can still be heard.
Our Anumis Legal Wills and Estates Team
We will explain your rights and help you to move forward. Call Dr John Cronin on 07 5455 6347 or email admin@anumis.com.au for your complimentary chat and with our Noosa Marina Wills and Estate Lawyers!
We Assist With Updating or Changing Your Will
Are you looking to change or update your will? We can assist you with any updates you wish to make.
If any of the following circumstances are true for you or you feel that you would like some advice about any aspect of your wishes regarding your will, all you have to do is email admin@anumis.com.au or call 07 5455 6347.
Our friendly Wills and Estate Experts will assist you for your peace of mind, so that you and the legal formalities are taken care of.
Wills & Estate Law Made Accessible, Secure & Understandable For You
Your unique requirements drive our responsive, straightforward advice so that whether you need a simple, valid will or advice on business succession, property transfers or trust structures, your specific aims are taken care of confidentially, and respectfully.
You are welcome to ask questions, take your time and review your options until you are confident with your legal solutions. No matter how complex or delicate your situation, you can be assured of the highest levels of expertise and confidentiality.
We will guide you through the maze of considerations you must address in drawing up your unique Estate Plan.
As well as sophisticated estate planning know-how, Anumis Legal specialises in banking and finance, property law, commercial law, intellectual property law, family law and so much more. Our interdisciplinary knowledge base ensures that you get robust commercial, financial and legal coverage of your unique interests.
When Will I Need To Update My Will?
If any of the following circumstances happen, then you must make an appointment with Anumis Legal to update your will:
For Your Complimentary Chat
Book an appointment so that we can advise you on your options regarding your wills and estate planning needs, call Dr John on 07 5455 6347 to book your complimentary chat, now.
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