CLAIRE DUNNING ESTATE LAWYER

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Wills and Estate Planning Northcote

Create An Effective Will Using the Dependable & Personal Approach of
At Home Legal

The main purpose of a Will is to ensure that the tangible results of your life’s efforts will end up in the hands of your intended beneficiaries. Whether you are reviewing an existing will or creating a new one, Claire Dunning makes it easy to create an effective Will. 

Start the process to creating your will today
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Why You Should Create a Will?

Creating a Will and Powers of Attorney helps to ensure that your loved ones won’t be left with an emotional and legal mess to deal with. Without a power of attorney in place your family will need to apply to a Tribunal to be appointed in order to have the authority to manage your affairs.

It is simpler and more cost effective to have proper documents in place from the outset. Having a legally drafted Will and powers of attorney in place provides peace of mind for both yourself and your loved ones.

By preparing a Will document, you will be ensuring adequate provisions for your family. This may include any grandchildren, as well as children from second relationships. Enduring Powers of Attorney make sure that you have the assistance of an attorney at times of need in matters of financial, legal and medical decisions.

Start the process to creating your will today

Want to Learn More about Creating a Will?

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Advice for Creating a will Melbourne

What is Required to Create a Will?

The legally valid Will requires that a suitable executor and trustee is appointed.

During the Will making process, Claire will address a number of other important matters are addressed with clients.

Examples of the types of important issues that can be addressed in your Will include the appointment of a suitable guardian for minors, payment of debts and liabilities, specific gifts to family members and charities, funeral directions, and trusts for children and vulnerable beneficiaries.

Download our Informative eBook to help navigate your way to creating an effective will. 

Download Our Informative Guide

Working With You, We Aim to Make the Process Simple, Quick & Efficient.

Whatever your situation, you can rely on Claire Dunning to provide you with reliable and objective advice on your matter by following this process

Start the process to creating your will today

1. Make an Appointment


We will come to you at a time you choose

2. Understand Your Needs


Discuss your wishes, concerns & asset protection needs

3. Answer Your Questions

Run through anything you need to know about wills & estate planning

4. Provide a
Draft


We provide a draft copy for you to review and identify changes

5. Give you Time to Consider Your Will


Review the draft with your family

6. Add any further information

We will adapt your will or estate planning to reflect desired changes

7. Deliver Final Draft for Signing

Your final chance to make any changes and to approve your will

8. Final Appointment for Signing


We can come to you or you can sign the documentation online

Ready to get started on your will & powers of attorney?

Book a Free Consultation

By Having an Expert Solicitor Prepare Your Will, You Can Rest Assured Knowing:

  • You have an accessible professional looking after your affairs, we will will come to you to help get the right documents in place
  • We are approachable with a genuine passion for helping others
  • Our team is kind, caring and great listeners
  • We can discuss your matters in confidence
  • We will spend time with you to get the right result
  • We can provide guidance and address your concerns
  • Can cover off on all assets including superannuation and trusts
  • Have your affairs organised in approximately two-weeks

Contact us for a 100% Commitment Free Quote

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It is my pleasure to recommend Claire Dunning of At Home Legal, as an outstanding firm for all estate needs. Claire offers an excellent service, and she brings unique skill set to the table. Claire and her team provides fantastic ongoing support, I have received sound, carefully considered advice at a time when I needed it the most. I would recommend Claire and her firm’s service to anyone wanting clear direction and honest, trustworthy advice.
Andrew CMelbourne
“Dealing with Claire is fantastic, She is very personable, easy to deal with and makes estate planning easy”
Financial Planner Melbourne, 2020
“Claire was able to deal with all of the complications and the concerns of the many beneficiaries had when I was acting as the sole executor of the estate”
Executor Assist CustomerMelbourne, 2020

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Preparing Your Will
INSTRUCTIONS FOR YOUR LEGAL PRACTITIONER

To prepare your will we need to know specific information about you, your family and your assets. The information you provide will be kept confidential and only used for the purpose of preparing your will. We suggest you keep a copy of form as the information will assist your executor(s) to identify your beneficiaries, assets and records and some questions have been included for this reason. Please provide as many details as possible in this form and once submitted we can confirm if the fee and provide you with a draft Will for your consideration and request any missing details.
Please provide details of any former life partner(s) if you wish to include them in your will or you think that they may make a claim against your estate.
Your child(ren) To avoid issues that have arisen in some wills it is important that we know details of all of your children (if any) and even if estranged and whether they are your biological children, step-children, donor-conceived or adopted.
Guardian(s) You can specify in your will the person(s) who you prefer to be the guardian of any children who are minors at the time of your death.
Family documentation Identity documents: driver’s licence/passport Otherwise: birth certificate / marriage certificate / citizen certificates / divorce decree nisi
Specific gifts Please list any specific gift you wish to make and whether they are to take effect:
Specific gifts Please list any specific gift you wish to make and whether they are to take effect:
Balance (residuary) of your estate The residuary of your estate is everything remaining in your estate after specific gifts have been made and all debts paid. We need to know what assets you have to be able to properly advise you on the terms of your will and to understand how your residuary will be distributed after your death. Is there an age that the beneficiaries need to reach before they can inherit above 18 years old?
Who do you want the balance (residuary) of your estate to go to:
Financial details
Accountant
Financial institution account details
Location of accounting/financial records other than those held by your accountant
Details of any company you hold an office in
Details of any trust you have any involvement in
Please provide a copy of the last annual return for the trust to your solicitor
Details of any other business interests
Real estate details
Please provide a copy of your title otherwise we can conduct a title search of each property to confirm the exact nature of ownership of the land by you.
If you hold the land as a joint proprietor any interest will pass to the surviving joint proprietor regardless of the terms of your Will. If held as tenants in common your interest will pass according to the terms of your will.
Other assests
Debts and other liabilities (credit cards, loans, hire purchase etc)
Superannuation
Money from your superannuation will not usually form part of your estate unless you have nominated your estate (LPR) as beneficiary but even then, the nomination may not be binding. It is important to consider who is likely to receive your superannuation when considering how to gift your other assets in your will.
Life insurance policy
Usually the beneficiary named in your life insurance policy will receive any payout so the amount is not part of your estate.
Funeral preference
Give some consideration to your funeral arrangements to assist your loved ones to comply with your wishes. Loved ones may also need to know if you are a donor and details of any pre-arrangements.
Details of any pre-arrangements
Other comments/wishes
Is there anything else you would like to tell us which you think assists us to prepare your will?
Signature
Or electronic signature
I
agree that once my name is inserted this will be treated as an electronic signature in accordance with section 9 of the Electronic Transactions (Victoria) Act 1999 (Vic). Complete form and At Home Legal will contact you to confirm the fee