Life changes

Know exactly what life changes mean for your estate plan.

Choose what is happening in your life. Learn the legal rule, understand what needs attention, work through a practical checklist, then take the next step.

Relationships

Getting married

Bring your Will, beneficiaries and important appointments into your new chapter.

What to review →

Relationships

Separation or divorce

Review the people, gifts and decision-making roles that may no longer reflect your intentions.

What to review →

Family

A new child

Revisit guardianship, financial provision and the people responsible for carrying out your wishes.

What to review →

Property

Property bought or sold

Check ownership, specific gifts and whether your estate record still matches your largest assets.

What to review →

Health

Serious illness

Make important information accessible and check that your documents still express your wishes.

What to review →

Business

A business change

Connect business ownership and succession arrangements with your personal estate plan.

What to review →

Assets

Receiving an inheritance

Review how new wealth changes your estate, intentions, risks and record-keeping needs.

What to review →

Moving

Moving jurisdiction

Check jurisdiction-specific documents, execution requirements and assets in more than one place.

What to review →

This information is general and does not determine the legal effect of an event in your circumstances. Laws and document requirements vary across Australia. Obtain legal advice where you are unsure.