When should you review your Will?

Change in family circumstances

  • Births, deaths, marriages
  • Separation or divorce
  • Starting a de facto relationship
  • Your children remarrying or getting divorced

Change in the Executor or other beneficiaries

  • Is your Executor still able to carry out their duties?
  • Have any beneficiaries passed away since writing your Will?

Change in financial circumstances

  • Retirement is an ideal time to be proactive in your estate planning
  • A fixed sum of money in a previous Will may be of less value in ‘todays’ dollars

Change in your assets

  • Buying or selling assets such as property, cars, shares

Change of residence

  • Have you moved interstate?

Support of a charity

  • Have you considered including a gift in your Will to your favourite charities?