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Friday, January 21, 2022

Discounted will making for month of March

A survey of 1,000 Australians, commissioner by State Trustees – Victoria’s largest provider of wills – revealed almost half of Australians have considered making a will due to recent events, including the global pandemic and the 2020 summer bushfires. 

While the vast majority of Australians (91%) agree that it’s either very important or somewhat important to have a will, more than half (58%) currently don’t have one in place. 

“The first of March marked the start of National Do Your Will Month and we’re encouraging all Australians – regardless of age, situation or circumstance – to take action and create a will during March,” said State Trustees’ Executive General Manager of Trustee Services, Michael Spiegel.

Creating a will when you have a complex situation can be daunting and often confusing. Whether it be a previous marriage or shared assets, it is hard to know where to start to ensure you’re doing everything by the book. 

“With 20% off their entire range of flexible options, from online wills to consultations with experienced will writers, State Trustees offers a solution for everyone – even those with complex circumstances,” said Mr Spiegel.

For 62-year-old Rose Scott, creating a will via State Trustees was “a straightforward and rewarding process” despite complexities with her situation. 

“I own a property north west of Melbourne’s CBD and around four years ago, I sold a portion of the property’s equity to one of my two daughters. This allowed myself and my new partner to build a separate dwelling at the back of the home where we now live,” she said.

“I knew I needed to be fair to both daughters and my partner when it came to my assets after I died, but I wasn’t sure the best way to go about it, especially because the title for the house had not yet been clarified.

“Having worked in aged care for many years, I knew of State Trustees and their reputation as being trustworthy and fair, so I didn’t hesitate when it came to booking an appointment with them.

“The person who I saw was so patient and listened to everything I said. They really made me consider things that I may not have thought about prior.”

Rose had two appointments with State Trustees – an initial consultation that helped her to understand all the elements needed for her complex situation, and a second consultation to finalise the will. She also registered her will at the Victorian Will and Powers of Attorney Registry, which was also facilitated by State Trustees.

“My experience with State Trustees was beneficial and enlightening. They were respectful of my situation, and passionate about looking after my interests and wishes. I never once felt rushed in the process,” said Rose.

To claim your 20% discount during March visit the State Trustees Do Your Will Month website or for more information visit the State Trustees website www.statetrustees.com.au

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