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Case Study 1: The right way to inherit
Welcome to our case study series. In Case Study 1 we examine how different life would be for typical Aussie family depending on their Will.
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Standard vs Comprehensive Wills
A quality Will must answer:
WHO is to receive an inheritance?
WHAT problems can we plan for?
HOW can we protect inheritances long-term?
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What information do we need to complete your testamentary trust Wills and why?
It can be a bit of a shock to realise that modern, comprehensive Wills like ours only need basic details like names, addresses and dates of
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Are Will Wizard's Wills written and checked by lawyers in Australia?
Yes. At Will Wizard, we rely on CCH Pinpoint® for our specialist legal information and on our consultant estate planning solicitors.
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Can Wills deal with discretionary trusts?
Yes - they can. However, whether the discretionary trust can be transferred via the Will depends on the terms of the discretionary trust.
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