Preparing for Your Estate Planning Appointment: What You Need to Know

One of the most common reasons people hesitate to make an estate planning appointment is the overwhelming thought of gathering everything they think a solicitor might need. However, it is not as daunting as it seems, and the Vicca Law can guide you through it. To make the process easier, we’ve outlined what you need to bring to your initial appointment and a few things to consider before we meet. 

What to Bring to Your Appointment 

Here’s a list of the essentials to make your estate planning session as smooth and productive as possible: 

1. Identification 

Your passport or driver’s license is key. If you’ve used different names in the past—such as a maiden name or a nickname—consider any documents that might reflect this, especially if you own property under another name. 

2. Superannuation Statements 

Superannuation is often one of your largest assets, and its distribution can be pivotal to your estate plan. Bring your most recent superannuation statements, so we can check if you’ve made valid death benefit nominations. Many people are surprised to learn they haven’t, so this is a crucial step. 

3. Life Insurance Details 

Life insurance policies often include nominations that specify who receives the payout. Bring the details so we can ensure your insurance aligns with your overall estate plan. 

4. Rates Notices for Properties 

A current rates notice provides the lot and plan description needed to conduct title searches. These searches help confirm ownership, whether the property is held as joint tenants or tenants in common, and any existing mortgages. You’d be surprised how often people think their mortgage is paid off, only to discover it’s still registered on the title! 

5. Current or Previous Wills 

If you have an existing will, bring it along. It serves as a starting point for discussing what needs to change. If you have foreign wills or assets, bring those too. It’s vital to avoid inadvertently revoking a foreign will that governs assets in another jurisdiction. 

6. Contact Details for Executors, Attorneys, and Beneficiaries 

Full names and contact details are essential for identifying the people you wish to appoint as executors, attorneys, and beneficiaries. These details are critical for both your estate plan and for contacting beneficiaries when the time comes. 

What to Think About Before Your Appointment 

Beyond the documents, there are a few key considerations to ponder before meeting with me: 

 1. Your Legacy 

Think about what you want to leave behind and how you envision your estate being distributed. This includes considering how your superannuation, life insurance, and other assets will be handled. Don’t worry if you’re unsure—our role is to help clarify your options. 

2. Family Dynamics 

Be prepared to discuss any unique family situations that might impact your estate plan, such as estranged relationships or blended family considerations. These conversations can feel uncomfortable, but they’re essential for creating a plan that truly reflects your wishes. 

3. Your Questions 

Bring any questions or concerns you might have. Whether it’s a story you’ve heard from a neighbor or a myth you want to debunk, no question is too small or silly. Estate planning is complex, and asking questions ensures you fully understand the process. 

Why This Initial Appointment Matters 

The first appointment is more than just a paperwork exercise—it’s an opportunity to create a plan that gives you peace of mind. Whether you need a straightforward will or a more complex estate plan with testamentary trusts, our goal is to ensure you walk out feeling confident that your family and assets are protected. 

Many people come to us feeling anxious about unresolved family issues or how their wishes might be perceived by others.  We are here to guide you through those concerns and help you achieve an estate plan that aligns with your goals. 

Let’s Get Started 

If you’re ready to take the first step, we’d love to help you create an estate plan that reflects your wishes and protects your loved ones.  You can book on our website or by emailing us at lidia@viccalaw.com.au.