Your Will Isn’t the Whole Picture
A will is an important legal document, but it doesn’t always control everything you own. In Victoria, many significant assets sit outside your will and require separate planning.
Common Assets That Bypass Your Will
Superannuation, jointly owned homes, and property in trusts are prime examples. They don’t automatically fall into your estate, even if you’ve mentioned them in your will. Business assets and company-held property work the same way.
Avoiding Unintended Outcomes
Without clear planning, you might assume your children, partner, or chosen beneficiaries will inherit certain assets—only to find they legally pass elsewhere. Taking time to understand how each asset is structured avoids these problems.
Estate Planning Is More Than Just a Will
At Fennelly Legal in Geelong, we encourage clients to think bigger than just drafting a will. A full estate plan considers superannuation, trusts, business interests, and property ownership structures. That way, everything you’ve worked hard for goes where you want it to.
Need Help With Will? Contact Fennelly Legal
📞 Would you like help or advice on your will, we’re happy to chat for 15 min for free to see if we can help you.
🌐 Click here to book your 15 min chat or call the office to find a suitable time.