Making Sure an Online Will is Right for You
To ensure that an Online Will is appropriate for your circumstances, we have prepared the following questions for your consideration and response.
If your circumstances are complex, it means that you are best suited by completing an Estate Planning Fact Find which will be reviewed by Australian Executor Trustees (AET), who can determine how best to cater for your situation.
Please answer the following questions, to determine your eligibility to order an Online Will.
If you answer:
‘Yes’ to any of questions 1 - 6, your circumstances will not meet the requirements of the Online Will and you will have the opportunity to receive a complimentary quote for a customised Will, by Australian Executor Trustees by first completing an Estate Planning Fact Find.
Online Will Eligibility Questionnaire
Additional Information to consider:
If you are a director or shareholder of a private company or a trading company?
We have not considered, nor do we provide any advice on such impediments, outcomes or encumbrances related to the above and your Will, will be prepared on the basis of instructions as completed in the order form.
If you have a self-managed super fund?
If you have an SMSF, you can proceed to order your online Will, however, please be advised that you will need to separately prepare documentation to direct your SMSF death benefits, upon your death, to either beneficiaries under the relevant law or to your estate.
Note: 1. Willed is Australia’s leading provider of quality online legal wills, expert advice, and technical support. 2. Customised Documents – Australian Executor Trustees (AET) is one of Australia’s largest and most experienced non-government providers of professional trustee services, with more than $6.6 billion in funds under management and administration.