Estate planning and administration in Australia.

Choose your state or territory to prepare for a will, appoint someone to help with decisions or record your healthcare wishes.

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Choose your Australian state or territory

Read local steps and start preparation. Australian will generation is not yet available; professional help is confirmed after review.

See my planning steps

Your will and super need separate attention

Your will names an executor and sets out who should receive your estate. Superannuation is usually handled separately, so check your death-benefit nomination directly with your fund.

You can save your preparation here and read the steps for your state or territory. Australian will generation is not available yet; have a local professional prepare or review the document before you sign.

01

Choose your state or territory

Use its forms and signing instructions for wills, enduring powers and healthcare documents.

02

Ask your super fund

Check who is nominated, whether the nomination is binding and whether it expires. Your will alone may not decide who receives the money.

03

Choose people for different decisions

Ask who can handle your finances and who can make healthcare decisions. The appointments and document names depend on where you live.

If someone has passed away in Australia

Illustration for step 1 of the Australia estate journey
Step 01

Find the original will

Gather the death certificate, asset and debt records, and contact details for the executor.

Illustration for step 2 of the Australia estate journey
Step 02

Check whether probate is needed

Ask the banks and other asset holders what authority they need. The relevant state or territory Supreme Court handles probate applications.

Illustration for step 3 of the Australia estate journey
Step 03

Contact the super fund separately

Ask about death benefits, nominations and claim documents. Also check insurance and jointly owned assets.

Illustration for step 4 of the Australia estate journey
Step 04

Settle debts and pay beneficiaries

Allow for tax, claims and required notices before distributing the estate. Keep records of all payments.

Australia questions

No. Choose your state or territory before preparing documents. The forms, names of appointments, witnesses and signing rules can differ.

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