At Liston Newton Advisory we can help you identify if it’s time to review your Will. We can review it with you, and engage a solicitor to ensure it's up to date with your financial circumstances.
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Your Will doesn’t cover just one thing, and neither does our service. We provide holistic financial advisory services to ensure the entirety of your personal financial situation is taken into account.
We’ve got over 40 years of experience helping our clients review their Will as thoroughly as possible, and ensure their personal wishes and family needs are taken care of.
A carefully planned Will can ensure prosperity for your next generation, so we partner with you for the long term to ensure it remains current and accurate.
Reviewing your Will doesn’t have to be complex—but it does have to be thorough. We make it easy for you to understand exactly how we’re undertaking your Will review.
Your Will is one of the most important pieces of your personal wealth puzzle. You’ve worked hard your entire life, so you want to make sure that your property and assets are taken care of when you’re no longer around.
However you plan to leave your estate, our expert team ensures that your Will provides clear instructions to ensure that your beneficiaries receive what you want them to.
Everything our team does when working with you to review your will is designed to ensure your needs and wishes are taken into account. So we make sure you undertake a thorough Will review at least every five years, or whenever a significant life event takes place.
This is supported by our unique methodology that helps you achieve your objectives for personal wealth creation. We call it Get Set, Get Moving, Get Free.
Our Estate Planning specialists give you peace of mind when reviewing your Will.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a lookOur Will review specialists help you set up, review, and maintain your Will, and provide expert advice at every step of the way.
A Will is a legally binding document that details how you wish your finances, assets, and other property to be distributed after you pass away, or become mentally incapacitated.
There are two general types of Wills, a Simple Will and a Complex Will.
A will is important as it creates a legal set of rules to ensure that your assets and finances are passed on as per your wishes.
If you die without a valid Will, you’re considered to have died intestate. This means that your assets will be passed on in line with your state’s intestacy rules.
While this will typically result in your estate being distributed to your partner or children, this may not always be the case.
Having a clear and comprehensive Will, and ensuring you undertake a Will review every few years, ensures that your assets are managed and distributed as you see fit.
What you include in your Will can differ from person to person, depending on your financial situation.
However, there are a few standard things that you should think about including in your Will:
Your average Will can cost anywhere up to $1,000 + GST to draft a simple Will, and up to $2,500 + GST to draft a complex Will.
However, a well-drafted Will is definitely worth the money. Liston Newton Advisory can work with you to determine your needs, and help you create a Will that best serves your needs.
While it certainly is possible to do a Will online for free, it’s not an option we recommend.
As these aren’t drafted by legal or financial professionals, they may not comply with your corresponding State or Territory legislation. They may not even be legally valid, which means that your wishes aren’t required to be carried out as directed.
Also, many online and ‘free’ Will services make you nominate that company, or an associated company, as your executor. This means that when you pass away, they carry out the executor role, while charging fees to do so. This often can be a percentage of your assets, which works out to be much more expensive than the price of a good Estate Planning team or Will review specialist.
We recommend that any adult over the age of 18 should complete a Will, and review your will every few years. This ensures that at any point in your life, your finances and assets are clearly taken care of.
You may also consider a Will review at these stages in your life: