Document your assets, beneficiaries, executor, and final wishes — a clear record to guide your estate
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Our Will & Estate Planner is a guided record to document your wishes — not a legally valid will. A valid will must be signed and witnessed in accordance with your state or country's laws. This planner helps you organise your thoughts before meeting with a solicitor, or to serve as a record of your wishes for family.
Things to document:
This tool generates a personalised Will preparation checklist to help Australians organise their affairs before meeting with a solicitor to draft a formal Will. In Australia, a valid Will must be in writing, signed by the testator, and witnessed by two adults who are not beneficiaries. This checklist helps you gather the information and make the decisions required before that appointment.
Your checklist will cover: identifying your assets (real property, bank accounts, superannuation, investments, vehicles, personal property), selecting an executor and backup executor, identifying beneficiaries and their shares, decisions about specific gifts (sentimental items, property bequests), guardianship of minor children, superannuation death benefit nominations (handled separately from your Will), and funeral wishes.
Important: Superannuation is not automatically governed by your Will — it passes according to your binding death benefit nomination with your super fund. Your checklist includes a reminder to update your super nominations, which is one of the most commonly overlooked estate planning steps.
This is a preparation checklist, not a legal Will document. To create a valid, binding Will, consult a solicitor or your state's Public Trustee service. Generated entirely in your browser — nothing is stored on our servers.
