Estate planning involves developing a strategy to deal with your assets in the way that you want after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death.

Ensure you and your family have sufficient knowledge and skills to manage risks as it can be a complex topic. Be prepared to seek assistance from advisers to ensure that your estate plan will deliver what you want.

The will checklist

  • Use this handy checklist if you plan to write a will.

How to write a will

  • Read Canstar’s detailed article covering what is included in a will, how to write a will, what isn’t covered and some FAQ’s.

Wills and powers of attorney

  • Learn more about wills and other estate planning issues from Moneysmart.

Get your will right

Estate planning

  • Learn how to make sure all your personal, financial and business affairs are taken care of when you pass way from this detailed estate planning guide.

Powers of attorney

  • There are 2 types of powers of attorney and each state has different rules – you can find out more from the relevant agency in your state or territory from this Australian government website.

Plain English guide to power of attorney

Tax & estate planning

  • Tax is a major consideration in estate planning – learn more from the ATO.