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Wills and Bequests


Making a Will shows you care. Your Will allows you to make appropriate provision for your family, to leave mementos for close friends, and to extend your life time support to the organisations that are important to you. When planning or updating your Will please take time to consider a special gift to Independence Australia.

A gift bequeathed to our organisation can help provide independence, dignity and quality of life for people with disabilities. Your bequest will be carefully managed and applied according to your wishes wherever possible.

Independence Australia has produced a useful booklet which includes easy-to-understand information about including a bequest to Independence Australia in your Will. It’s called Your Guide to Making a Wills or Bequest, and also includes general information about Wills and estate issues.

Order by email and we will send you your free copy.

You can also call us for a copy on 1300 704 456

General Information on Wills and Bequests

Independence Australia is happy to provide you with the following basic information about Wills and bequests. We offer free advice and guidance about estate planning and making your Will, however, you should always seek professional legal assistance when preparing your Will. Independence Australia provides the following basic information as a guide only.

Types of Bequests

  • A Percentage Bequest
  • A Specific Bequest
  • A Residual Bequest
  • A Life Interest

You and Your Will

  • Why Make a Will
  • Review your Will regularly
  • Witnessing a Will
  • What if there was no Will
  • Drafting your Will
  • Keeping your Will safe

Executors

What does an Executor do? Who should be my Executor/s? What is their role? Should an Executor be paid?

Powers of Attorney

  • What is a Power of Attorney?
  • Authority under a Power of Attorney
  • How can a Power of Attorney be withdrawn?

My Estate

  • What claims can be made against my estate?
  • Consider naming a Power of Attorney

Solicitors

  • Glossary of Terms
  • For Further Information

Disclaimer

This information gives a broad outline of the law as at 1 September 2006. It is not intended to and does not encompass all aspects of the law on the subject matter. It is meant to be a guide only to the present law. No responsibility attaches to Independence Australia Victoria for any errors contained in this information. You should obtain legal advice before relying on anything mentioned here.

For Further Information

Independence Australia offers free advice and guidance regarding Wills and Bequests. For more information contact our Bequest Manager: fundraising@independenceaustralia.com