Articles
Testamentary Trusts - A Guide
The phrases ‘testamentary trust’, ‘testamentary discretionary trust’, TT, TDT…. are all just jargon for a trust set up in a will that starts when the willmaker dies. They are very similar to a family trust but a testamentary trust is established by a person’s will and remains dormant, ready to start when a person dies.
A Guide For Executors
This booklet provides a guide, in question and answer format, for executors about their role, their obligations and what is involved in managing and finalising an estate in Victoria
A Guide For Beneficiaries
This booklet provides a guide, in question and answer format, for beneficiaries about what is means to be a beneficiary, what is required of them and what is involved in managing and finalising an estate in Victoria.
What do I need to bring to a Will Appointment?
There is a lot more to writing a Will than just writing down your wishes as to who should receive your estate. Just like you, your Will does not exist in a vacuum and is part of a much bigger picture involving various aspects of your life.
Why Do I Need a Will?
Don’t have a Will or don’t think you need one yet? Think again…if you’re over 18, this is why you do.