Knowledge Centre

A historic & long-needed update has occurred to Western Australian Law. This update has changed what happens if someone dies without a will. These changes came into effect after March 30th, 2022. This post details these changes, and the information …

How Great Southern Wills Reimagined The Letter Of Wishes This video tells you all you need to know about our “My Workbook” document that clients receive as part of their “Care Package” upon signing their Estate Planning documents. “My Workbook” …

Maxwell at the date of his death had never been married and did not have any children.  He had previously been in two long term de facto relationships. Maxwell and Beatrice was one (1981 to 1991).  Matthias was born in …

Kate and Leo are married. They own a home in McKail as joint tenants. They have a home loan with Bankwest.  They owe $450k on the home loan. They prepared their Wills using a Will kit they bought at the …

Adam and Bianca have been together for 4 years. They are not married. Adam was married previously, and still isn’t divorced. He has a teenage son from his first marriage. Adam dies from a sudden stroke. Adam doesn’t have a …

Claire broke up with her long term de facto partner, David, 6 months ago. Claire lives on her own and has no dependants. Her mum and sister live in the same town. Claire has $120,000 superannuation and life insurance of …

Emma and Finn are married. Both have 2 children from their last marriage. Emma and Finn have online Wills leaving their estate to each other and then their 4 children equally. Emma dies from a car accident. Finn inherits her …

George and Harry see a lawyer. The lawyer is a generalist and advises on all areas of the law (including family law and criminal law). He prepares their Wills. George and Harry sign their Wills. A few years later they …

Ian and Joanne have two young daughters. Joanne has terminal breast cancer. Tragically, Ian is killed in a workplace accident. Joanne also dies months later. They do not have Wills. Ian and Joanne’s combined estates would be given to their …

Promised the Farm? You need a Written Succession Plan! We often hear about a son or daughter who has devoted their life to the family farm, forgoing career or other financial opportunities in order to draft a usually low wage …

If you want your superannuation fund to give your superannuation and life insurance to your loved ones, you need to nominate them on a Binding Death Benefit Nomination Form. You must also receive a confirmation from your superannuation fund that …

We met with several clients last week who thought that if they passed away, everything would be given to their husband/wife. Not true. Husband and wife own the family home together, as joint tenants. This means if husband passes away, …

We met with several clients last week who thought that if they passed away, everything would be given to their husband/wife. Not true. Our client owns the family home. Bought it before he married, and the home is in his …

Great news. You have an up to date properly advised Will. You pass away. Does your Executor know where your Original Will is? Do they have to turn your house upside down to look for it? Your Executor will need …

Is there a charity or organisation that provides goods or services that align with your values and passion? Every now and again, Great Southern Wills receives Wills instructions to gift an estate or part of an estate to a chosen …