The Will Creation Process
Making a Will does not need to feel overwhelming. Kalde Legal guides you through each step clearly, practically and carefully.
From your initial consultation to signing and safekeeping, we help you prepare a Will that reflects your wishes, appoints the right people and provides clearer instructions for the future.
Direct solicitor guidance through the Will creation process.
Know what to expect
We explain the steps involved so you understand what happens before, during and after your Will is prepared.
Make informed decisions
Your Will should reflect your assets, family circumstances, beneficiaries, executors and personal wishes.
Sign it properly
A Will must be signed correctly. We guide you through the signing process and discuss safekeeping options.
How the Will creation process works
A properly prepared Will is one of the most important estate planning documents you can make. It records who should administer your estate, who should receive your assets and how your wishes should be carried out after your death.
At Kalde Legal, the process is designed to be clear and practical. We ask the right questions, explain your options, prepare the Will for your review and guide you through signing and safekeeping.
The aim is to create a Will that is legally sound, reflects your wishes and reduces uncertainty for the people you leave behind.
Your Will may deal with
The steps involved in making a Will
These are the usual steps involved when Kalde Legal assists with preparing or updating a Will.
Initial consultation
The process begins with a consultation to discuss your circumstances, assets, beneficiaries and wishes. This can usually be done in person or by phone. We identify your goals and the key issues that need to be addressed in your Will.
Review of options
We explain the estate planning options that may be relevant to you. This may include a simple Will, a more detailed Will, testamentary trust considerations, existing trusts, powers of attorney or related estate planning documents.
Information gathering
We collect the information needed to prepare your Will properly. This may include details about your property, bank accounts, investments, debts, business interests, family arrangements, executors and intended beneficiaries.
Drafting the Will
Based on your instructions, we prepare the Will for your review. The draft is prepared carefully so that, once approved and signed correctly, it can operate as your final Will.
Review and revision
You review the Will and let us know whether any changes are needed. We discuss any questions, explain the clauses and make revisions so the document accurately reflects your intentions.
Signing the Will
Once the Will is finalised, it must be signed correctly. You may sign at our office, or if appropriate we can provide signing instructions so you can sign with suitable independent witnesses.
Execution and safekeeping
After signing, you can discuss safekeeping options for the original Will. Keeping the original Will safe is important because your executor may need it when administering your estate.
Regular review
Your Will should be reviewed after major life changes, including marriage, separation, divorce, births, deaths, property changes, business changes or changes in your family circumstances.
Careful review before signing
Your Will should be read, understood and checked before it is signed.
Safekeeping matters
The original signed Will should be stored safely so it can be found when needed.
What information do you need to make a Will?
Before your Will is drafted, it helps to gather information about your personal circumstances, assets, liabilities and the people you want to appoint or benefit.
You do not need everything perfectly organised before speaking with us. The consultation can help identify what information is needed and what issues require further thought.
The more complete your information is, the easier it is to prepare a Will that reflects your wishes and avoids avoidable uncertainty.
Helpful information includes
Ready to make or update your Will?
Start with a free 15-minute consultation and find out what information is needed, what options may suit you and how the Will creation process works.
Why review your Will regularly?
A Will should not be prepared once and forgotten. Life changes can affect whether your Will still reflects your wishes.
You should consider reviewing your Will after major family, financial or personal changes. This helps ensure the people you have appointed are still appropriate and your gifts and instructions still make sense.
Regular reviews can also help identify related estate planning issues, including powers of attorney, digital assets, superannuation nominations and business succession matters.
Review your Will after
Related estate planning services
These pages may also help if you are preparing a Will or reviewing your broader estate planning arrangements.
Wills & Estate Planning
Prepare or update your Will and consider broader estate planning issues for your family and assets.
Estate Planning Lawyer Hervey Bay
Wills, powers of attorney, advance health directives, probate and estate planning advice.
Digital Assets and Your Will
Plan for cryptocurrency, online accounts, cloud storage, photos, social media and digital business assets.
Frequently asked questions
How do I start the Will creation process?
You can start by booking a consultation. During the consultation, we discuss your assets, family circumstances, preferred executors, beneficiaries and any specific wishes you want included in your Will.
What information do I need before making a Will?
It helps to have details of your assets, liabilities, family members, intended beneficiaries, preferred executors and any specific gifts or wishes. If you are unsure, we can help identify what is needed.
Can I review the Will before signing?
Yes. You should review the Will before signing. We explain the document and make any necessary revisions so it accurately reflects your instructions.
Can I sign the Will away from the office?
Where appropriate, signing instructions can be provided so you can sign the Will with suitable independent witnesses. The Will must be signed correctly for it to operate as intended.
Where should I keep my signed Will?
The original Will should be stored safely and your executor should know where it can be found. Kalde Legal can discuss safekeeping options with you.
When should I update my Will?
You should consider reviewing your Will after major life changes such as marriage, separation, divorce, births, deaths, property changes, business changes or significant changes in family circumstances.
Speak with an estate planning lawyer
Contact Kalde Legal for practical advice about preparing or updating your Will.
HEAD OFFICE
119 Willoughby Rd,
Crows Nest NSW 2065
PO Box 220,
Crows Nest NSW 1585
Hervey Bay Solicitors
Unit 3, Lakeside Office Park
6-8 Liuzzi Street
Pialba QLD 4655
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Contact us: lawyer@kaldelegal.com.au
ph: 1800 861 616
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