If you choose the standard estate distribution plan that leaves your estate to your beneficiaries in percentage shares (i.e. equal or unequal shares to my children), then all we need are basic details like the names and dates of birth of your beneficiaries and executors. However, if you wish to leave specific major assets to specific people, then we would also need the details of the major asset that you wish to leave. For example, in the case of real estate like your home or investment property, we would need to address of the property.

Yes. At Will Wizard, we rely on CCH Pinpoint® for our specialist legal information and on our consultant estate planning solicitors who review the legal precedents that our Will templates rely on. Our consultant solicitors have over 30 years’ experience in drafting comprehensive Wills for their clients that are drafted to minimise risk and maximise benefit for beneficiaries, while giving executors clear directions and authorities to carry out their duties. “Wills from Will Wizard comply with Australian Succession legislation and once correctly signed and dated by the Will owner and two independent witnesses (as per the signing instructions provided by Will Wizard) represent valid Australian Wills.” Terry Purcell LLB Estate Planning Solicitor Legal Practitioner Director RetireLaw Pty Ltd

All Will Wizard customers have up to three years following delivery of their portfolio to request complimentary changes to their nominations and preferences. New Will(s) expressing your updated nominations and preferences will then be mailed to you. These new Wills must be signed and witnessed as per the signing instructions provided in the Guide For Will Owners which is included in every portfolio. Having or adopting additional children or accumulating additional assets does not mean you need to update you Will. Will Wizard accounts for the potentiality of additional children and changing assets. Will Wizard standard pricing includes free changes for 3 years post-delivery, with a maximum of two change requests per year within that period. For each change request you can alter any original nominations and preferences.

In many cases, you would need to purchase a new Will. However, every change request is reviewed on a case-by-case basis, and in some instances minor changes are made at no extra charge.

Two testamentary trust Wills for couples $499 incl. GST per couple Two free Will updates each year for 3 years All support documents and records included Free courier delivery One testamentary trust Will for singles $349 incl. GST per single Two free Will updates each year for 3 years All support documents and records included Free courier delivery

Your wishes, preferences and nominations are reviewed by our quality control team who will contact you if there are any issues or questions regarding your submission. If there are no issues or questions regarding your submission, your Wills are drafted, printed, reviewed, packaged, and delivered to your home or office.

Expect delivery within 5 - 10 days following your order to allow adequate time for your portfolio documents to be drafted, reviewed, printed, quality control checked, packaged, and delivered.

Yes, delivery costs are included in the price. You have the option to select either: - Signature on delivery is requred; or - Authority to leave package somewhere safe.

Every Will Wizard customer receives a secure zipper portfolio with a host of important and useful documents including: Testamentary trust Will(s) Our Wills are comprehensive 35 to 40 page documents that provide your executors and beneficiaries with everything they need to protect and maximise inheritances long-term. Plain Language Will Summary We provide a clause-by-clause plain-language summary of your Wills so you understand exactly what your Will says and means. Guide For Will Owners The Guide For Will Owners document provides step by step signing instructions and an optional action plan for after you sign your Wills that can help make sure that all of your assets can be transferred via your Wills. Guide For Executors This support document includes a list of initial priorities and an action plan for executors to follow, along with important additional information and a list of frequently asked questions. Guide For Beneficiaries This document provides information to assist your beneficiaries to understand their options and the many personal and financial benefits of utilising testamentary trusts to manage and protect their inheritance long-term. Guide To Powers of Attorney This document provides information regarding Enduring Powers of Attorney forms, Appointments of Enduring Guardian forms, and Advanced Care Directive forms in your State. We also provide a link to download free forms for your State. Major Assets Record This document is optional to complete and provides you with a convenient place to record details about your major assets. The purpose of this document is to assist your executor understand what major assets you own or manage, and you can update this document over time as your asset circumstances change. Beneficiary Loans Record This document is optional to complete and provides you with a convenient place to record any loans you have made to beneficiaries that you would like your executor to account for when distributing your estate. Memorandum of Wishes This document is optional to complete and provides a convenient place to record any additional wishes or instructions you may have for your executor. Executors are instructed by your Will to follow any instructions (where practicable) that you may leave in your Memorandum of Wishes. Family Heirloom & Chattels Record This document is optional to complete and provides a convenient place to record any specific possessions or family heirlooms that you may wish to leave to certain family members or friends. Pet Guardian Nomination Record This document is optional to complete and provides a convenient place to record any specific people or shelters that you would prefer to take care of any pets you may own at your death. You can also nominate an amount of money that you would like your executor to set aside to assist with the care and/or rehoming of your pets. Social Media Data Record This document is optional to complete and provides a convenient place to record your social media usernames and passwords to assist your loved ones to assume control of your social media after your passing.