Our ‘simple Will’ assessment

In your interactions with us, we’ll often refer to the concept of a ‘simple Will‘.

While there’s no legal definition of a simple Will (or what’s considered to be ‘simple’), it’s a practical definition that we use to determine the least complicated kind of Will in order to offer low cost and fixed fee quotes for our clients.

Many people think their Will should be simple and in the majority of cases this will be correct – a simple Will will be sufficient. However, some people may require specific advice or estate and succession planning and for them, a simple Will wouldn’t be suitable. Choosing a simple Will when it’s not suitable will most likely create future problems and so we don’t recommend it.

To determine whether a simple Will is suitable for you (and to get a quote), please complete our simple Will assessment below.

YOUR CONTACT INFORMATION

Your name (required)

Your email address

Your phone number

Your location

We prepare simple Wills according to the law in New South Wales. If you are based elsewhere or intend to sign your Will else where, you may need to check on the law in that state or country to determine whether your Will is still valid or there are other requirements.

YOUR PERSONAL DETAILS

Your date of birth

Your marital status

Are you or have you been separated or divorced?

Do you have children (includes step, adopted, and surrogate children)?

OTHER INFORMATION

Do you own shares in a private company (ie, proprietary limited company or a company that's not listed on the stock exchange)?

Do you own units in a private unit trust (ie, not a trust listed on the stock exchange)?

Do you have an interest in a family trust (ie, you're a beneficiary of the trust)?

Do you have a self-managed super fund (ie, director, trustee, or member/beneficiary)?

Are you are a company director?

Are you a trustee of a trust?

Do you own (or are entitled to own/inherit) assets in other states or other countries (ie, outside of New South Wales)?

Are you responsible for the ongoing care of someone with special needs (ie, mental disability requiring assistance with managing financial affairs)?

SUMMARY

Please check the answers to your questions. If any of these statements are not correct, please change your answers above.

You have indicated the following:

  • you are single
  • you are married (or in a de-facto, domestic or same-sex relationship)
  • you have been separated/divorced or going through separation/divorce
  • you have never been separated or divorced
  • you have children
  • you do not have any children
  • you own shares in a private company
  • you do not own shares in a private company
  • you own units in a private unit trust
  • you do not own units in a private unit trust
  • you are a beneficiary of a family trust
  • you are not a beneficiary of a family trust
  • you have a self managed superannuation fund
  • you do not have a self managed superannuation fund
  • you are a company director
  • you are not a company director
  • you are a trustee
  • you are not a trustee
  • you own assets outside of NSW
  • you do not own assets outside of NSW
  • you are responsible for someone with a disability
  • you are not responsible for someone with a disability