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Writing your Will

Five things to consider before writing your Will

A Will is one of the most important documents you will ever create. It sets out your final wishes, ensures your loved ones are protected and allows you to leave a legacy supporting the causes that matter most to you.

While putting together your Will might seem overwhelming, we’ve created this step-by-step guide to make writing your Will as easy as possible.

Step 1: Make a list of your assets

The first step to creating a Will is putting together a detailed list of your assets. This may include:

You should also make a list of your liabilities. This may include:

Step 2: Select an executor(s)

Once you’ve considered your assets, it’s time to decide who you wish to appoint as executor of your Will. This person may be your spouse, a family member, or a trusted friend and will be responsible for administering your estate and ensuring that the provisions of your Will are complied with. It’s essential you get their agreement to take on this executor role before starting your Will.

It is recommended you also select an alternate executor in case the primary executor predeceases you or cannot fulfil the role at the time of your passing.

Step 3: Select your beneficiaries

A Will allows you to nominate which people or organisations you wish to leave your estate to. This may include partners, family members, friends, or the charities you support.

Before writing your Will, ensure you have noted down:

Step 4: Select any guardians and/or powers of attorney

If you have any dependents, you need to consider who you wish to take over guardianship in the event of your passing. Discuss this decision with the nominated guardian(s) before writing your Will to ensure they are willing to take on this responsibility.

This is also the perfect time to consider who will look after you should you become unwell or lose capacity. This person can be appointed as your power of attorney. Any powers of attorney will need to be created separately from your Will.

Final tip: Collect all your legal documents and store them with your Will

In the event of your passing, it will help your executor fulfil their duty if you store any important legal documents with your Will. These documents may include:

If you'd like to learn more about Wills, please reach out to our Gift in Wills team:

Laura Svatos
Gifts in Wills Officer
(02) 9295 8749

Alternatively, you can fill in the form below to receive our Information Guide, and we'll get back to you as soon as we can.

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