If you are eligible, the Public Trustee can help you make a Will appointing us as executor.
You can request a Will appointment online or you can contact us to arrange a suitable time.
Things to think about beforehand
You should come to your appointment with some ideas about what you would like to do with your assets, and who you would like to have them.
- Are there any people who you want to leave money or particular items (like jewellery or real estate) to?
- Do you have a family trust or operate a business as a sole trader or in a partnership?
- Do you need to provide for someone, like your partner or children?
- If you have young children, who will be their guardian?
- At what age should they receive their entitlement? (eg when they turn 18, or when they are older?)
- Do you need to provide for a disabled child? What will they need should you die?
- Do you have any specific funeral instructions?
- Have you organised a pre-paid funeral?
- Do you want to be cremated or buried?
- Is there a particular place you would like your funeral ceremony to take place?
- if your house is mortgaged and to whom
- the location of the certificate of title and what the title reference is
- if you own your property with one or more other people – either as Tenants in Common or Joint Tenants
- if there are any loans against any of your vehicles
- the estimated value of your furniture and other belongings
- any specific items that might need a separate mention in your will (especially those of a higher or sentimental value – eg original paintings, service medals etc)
- whether there are named beneficiaries or if you have a binding nomination
- if you have any beneficiaries nominated in relation to your funeral or life insurance policies
- if you have shares, are they held jointly or individually, and where your capital gains records are held
What to bring with you
You will need to bring a few things to your appointment.
- Your current concession card to prove your eligibility
- One other current proof of identity – this could be a:
- Driver’s licence
- Proof of age card
- A list of your assets and their current worth
- A list of people you want to be beneficiaries in your Will (including their full legal and correctly spelt name, address and date of birth).
You should also bring along the following details for your relevant assets. Refer to our printable checklist to help you prepare.