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 may mean that you will be best suited to complete an Estate Planning Fact Find, which will be reviewed by Australian Executor Trustees (AET), who can determine how best to cater for your situation.
If you answer:
"Yes" to any of questions 1 - 5, your circumstances will not meet the requirements of the online will. You will then have the opportunity to receive a complimentary quote for a customised will by AET. The first step in that process is for you to complete an Estate Planning Fact Find.
Online Will Eligibility Questionnaire
Additional Information to consider:
If you have a self-managed super fund, you can proceed to order your LawOnline will. You simply need to describe the interest in the super fund that you wish to leave and the beneficiary or beneficiaries to whom you wish to leave it in the LawOnline form. Please note, however, that you should also separately prepare documentation to direct your super fund death benefits, upon your death, to the relevant beneficiaries.
Australian Executor Trustees 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.
Note: 1. moneyGPS Wills online & LawOnline are Australia’s leading providers 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.