Burgess Thomson Lawyers

Making A Will

Wills & Estate Planning

Wills & Estate Planning Lawyers & Solicitors In Newcastle

Making a Will

Making a Will is a crucial legal responsibility that ensures your wishes are honoured and your loved ones are protected. At Burgess Thomson, we understand the significance of this legal document and the importance of making it clear, valid, and conflict-free.

Our Wills and Estate Lawyers know the potential pitfalls, and will ask you all the right questions to make sure that you have considered every possibility. We can advise you as to whether you would be best with a Will or a Testamentary Trust. We can design your Will in such a way to help protect your family from expensive estate litigation after your death and we can safely store your Will in our secure vault.

Legally Sound and Valid

Creating a Will requires careful consideration of your assets, circumstances, and beneficiaries. Our experienced team comprehends the intricacies involved and can guide you through the process, ensuring that your wishes are legally valid and binding.

A valid Will requires proper signing and witnessing, and it is crucial for the testator to be mentally competent at the time of decision-making. Rest assured, our team ensures that the legal formalities are met for a robust and enforceable Will.

Regularly Reviewed and Updated

A Will is a living document that should be periodically reviewed, particularly when significant life events occur, such as property acquisitions, the birth of children and grandchildren, or other impactful changes. Burgess Thomson recommends revisiting your Will every few years to ensure it accurately reflects your intentions. We can help with these regular review.

Secure Your Legacy with Burgess Thomson

Don’t leave the distribution of your assets and the protection of your loved ones to chance. Let Burgess Thomson be your trusted legal partner in ensuring that your wishes are carried out precisely as you intend.

When making a Will, there is a range of additional legal protections that you may wish to consider, from a power of attorney and testamentary trust, through to enduring guardianship.

When it comes to Will preparation, we can help with the entire end-to-end process, including:

Newcastle’s Trusted Wills and Estate Lawyers

The Burgess Thomson legal team are standing by to help you make sensitive decisions surrounding your legal affairs like making a Will.

Our team brings over 60 years combined legal experience to our clients. We are proud to offer premiere legal services in Newcastle and the wider Hunter region, including Lake Macquarie, Maitland, and Port Stephens.

We are committed to delivering outcomes that go above and beyond your expectations and needs.

Protect your family and make a valid Will. Arrange a consultation with one of our Wills & Estate Lawyers

Common Questions & Answers​

Your Executors have the legal and administrative task of sorting out your assets and debts after you die and making sure that your wishes as outlined in the Will are upheld. 

You can designate anyone as a beneficiary and distribute your assets in any way you like, however if you don’t provide for your family and dependents, your will can be contested and your hard won assets used on litigation fees. You also should consider the effects that an inheritance may have on your beneficiaries. In some cases a testamentary trust can sidestep potential taxation problems, so it’s important that you get specific advice about your situation.
To be valid, the person making the Will must be mentally competent, the Will must be correctly signed and witnessed, and show no evidence of tampering. The witnesses to the Will cannot be beneficiaries, or related to beneficiaries and must be over 18. If there is any doubt, or potential for dispute as to your mental competence, you should get a doctor’s confirmation of your capacity to make the will and include it with your Will.
You should certainly review your Will after any major events, such as marriage, divorce, property purchase or sale, death of a beneficiary or if your assets change significantly. We also recommend that you take a look at your Will every couple of years just to make sure that it is still the best instrument for you and for your family.
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