While it may feel overwhelming at first, with the right preparation, making a Will can become a clear and manageable process.
Whether you are creating a new will, reviewing an older one or addressing more complex estate planning needs, we’re here to help at every stage.
Use this checklist before your appointment to support you in preparing a Will that reflects your wishes and gives peace of mind.
Preparing a will: your simple checklist
Use this list to stay organised and focused while preparing a Will.
☐ A list of your assets
Include what you own: your home, bank accounts, super, shares and business interests. This ensures nothing is missed.
☐ A list of your debts
Include any loans, mortgages, or business liabilities.
☐ Your chosen executor(s)
This is the person or people you trust to carry out your wishes. Choose someone reliable and organised, who is comfortable working with professionals.
☐ Plans for children under 18
If you have children, think about who you would like to take on the role of guardian. This is an important and often emotional decision.
☐ Gifts or personal bequests
Would you like to leave a specific item or sum of money to a person or organisation? List your wishes clearly to avoid confusion.
☐ Any existing Wills or Powers of Attorney
If you have previous legal documents, bring them with you. Your lawyer will need to review them in light of your current wishes.
☐ Funeral preferences (optional)
Consider including your wishes for burial, cremation, or funeral arrangements. This can ease the burden on loved ones later.
☐ Contact list for key people
List the names and contact details of people you would like your lawyer or executor to notify. This may include family, friends, or your accountant.
Additional considerations
☐ Blended families or complex relationships
If your situation involves stepchildren, former partners, or a second marriage, let us know. We can help you reduce the risk of disputes.
☐ Business or trust interests
Owning a business or being involved in a trust can add complexity. We will guide you on how to protect those interests while preparing a Will that covers every aspect of your estate.
☐ Superannuation and nominations
Superannuation is not automatically covered by your Will. Bring your nomination details so we can review them with you
Let’s make it easier, together
Preparing a Will is more than a legal task. It is a way to protect your loved ones and give clear direction when it matters most.
At Carroll Goldsmith Lawyers, we help people across the Mornington Peninsula create Wills that reflect their values and provide long-term peace of mind.
Whenever you are ready to begin preparing a Will, we are here to guide you with practical, compassionate advice.
Contact us today to book a consultation and get started with confidence.