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| Creating a Will | |
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| Topic Started: Feb 9 2010, 12:27 PM (124 Views) | |
| LittleOne | Feb 9 2010, 12:27 PM Post #1 |
Chinwagger
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Hi my Husband and I had a baby a few months ago and need to create a will! How do you go about creating a will in Oz? Do we need to take it to the embassy to get notarized since we are both US citizens? anyone have an idea? thanks so much for your help! |
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| gpierce | Feb 9 2010, 05:07 PM Post #2 |
True Blue Mate
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While you are here, you need to do one per local practises. When you move back to the US, get do one there too. You can call out beneficiaries that are not in Australia, but they will have to come here to make a claim. Here's a brief explanation: http://www.diylegals.com.au/downloads/free-how-to-make-a-will-kit.pdf I have created my own will and there are two copies located in different places. |
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| sheowahya | Feb 9 2010, 07:36 PM Post #3 |
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True Blue Mate
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I wrote my own will using a template I received with an insurance policy I took out. My case is simple (no kids to name a guardian for) but the spaces were all there for that purpose and lots of other contingencies too. All I did was fill in the blanks, state "NOT APPLICABLE" in spaces that did not apply and take it to my local police office to be witnessed. Easy peasy. One of the partners of the firm I work at was a lawyer before he became an accountant, I checked it out with him and it is all perfectly legal here in Australia. Cheers, Marilyn |
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My Timeline ======= Category 136 BN - Skilled Independent. Skills Assessment: Applied ICAA: 13May05 Addtional Classes Required: 08Aug05 Re-submitted PASA: 05Feb07 Approved as Accountant 2211-11: 26Feb07 Main Visa Application: Sent to ASPC: 12Mar07 Application received: 16Mar07 Acknowledgement received: 10May07 Credit Card Charged: 10May07 CO assigned: TBD Medicals sent UNrequested: 26Jul07 PPC sent UNrequested: 18Jul07 VISA Approved: 07Nov07 Main move to Australia: 17Apr08 | |
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| waitingwaiting | Feb 10 2010, 12:16 PM Post #4 |
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Chinwagger
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We did the same: created one online with Australian Executor Trustees. They keep the originals at their offices and offer support. We also have copies in two separate places. It was pretty cheap: www.aetlimited.com.au You must update the will if you get married or have any other changes in circumstances. |
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| surfermomkelly | Feb 12 2010, 01:56 PM Post #5 |
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True Blue Mate
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We took our US family trust and brought it to a solicitor and they took out the part that they needed and made it legal here. You don't have to have trusts unless you are a company, its pretty straight forward here. |
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10:57 AM Mar 11
