Leaving your legacy with your Will
A Will is an important legal document outlining how your assets should be distributed after you die. To be valid, a Will must be prepared and witnessed correctly. Informal or handwritten amendments, unclear witnessing, or physical damage can render a Will invalid or difficult to administer. Ambiguity or errors may also result in delays, disputes, or unintended outcomes for your beneficiaries. If you die without a Will – which is called an intestacy - your estate is divided according to intestacy laws in your state, which may not reflect your personal wishes. It can also result in delays, stress for loved ones, and outcomes you didn’t intend.
Why is a regular Will review important?
Once established, it’s important to keep your Will up-to-date. Your Will needs to reflect major changes in your life, such as having children, divorcing and remarrying, or receiving an inheritance, to ensure it remains valid and that your loved ones are not disadvantaged. As a general rule, you should review your Will every five years.
Learn more about when you should update your Will?
Wills, trustee and estate management services
At TPT Wealth, we offer more than 130 years of experience in trustee and estate services. Our specialists work with you to ensure your Will is properly prepared, legally valid, and accurately reflects your wishes.
We can also act as Executor of your estate, carefully managing all legal and administrative requirements on your behalf—providing confidence and peace of mind for you, and clarity and support for your loved ones.
If you wish to establish a trust to look after loved ones or charitable causes close to your heart, we can help you realise this goal by establishing and managing the trust as your Trustee.
Contact TPT Wealth today to arrange an appointment and discuss your will and estate planning needs.
