Everything You Ever Wanted to Know About Guardianship & Capacity Planning

Have you ever wondered who would make important decisions for you if you suddenly couldn’t? In this post, I’ll walk you through everything you need to know about Power of Attorney, guardianship, and incapacity planning — so you can protect your future, your wishes, and your loved ones with confidence.

Understanding Guardianship and Capacity Planning

                  No one likes to think about losing the ability to make their own decisions. But life is unpredictable. Illness, injury, or ageing can sometimes affect a person’s capacity to manage their affairs or make important choices about their health, lifestyle, or finances.

                  That’s where guardianship and capacity planning come in. It’s all about making sure someone you trust can legally step in and make those decisions if you ever can’t.

                  As a lawyer who’s helped many families through this process, I can tell you this — planning ahead can make all the difference. It’s not just about legal documents; it’s about peace of mind.

What Is a Power of Attorney?

                  A Power of Attorney (POA) is a legal document that lets you appoint someone to act on your behalf when it comes to financial or personal matters.

                  There are a few types of Powers of Attorney in Victoria:

• General Power of Attorney – effective only while you still have capacity, usually for business or short-term situations.

• Enduring Power of Attorney – continues even after you lose capacity, covering financial and personal decisions.

• Medical Treatment Decision Maker – someone you appoint to make medical decisions for you if you’re unable to do so yourself.

                  Think of it as a safety net — you stay in control now by deciding who can make decisions for you later.

When Guardianship Comes Into Play

                  If someone doesn’t have an Enduring Power of Attorney and loses capacity, the Victorian Civil and Administrative Tribunal (VCAT), or Tribunal in your State may need to appoint a guardian or administrator.

                  A guardian looks after personal and lifestyle matters, for example where the person lives or what services they receive.

An administrator handles financial affairs, such as paying bills and managing property.

                  The problem is, guardianship appointments can take time and can cause stress for families, especially when there’s disagreement about what’s best. That’s why it’s so important to plan ahead — to save your loved ones from uncertainty and conflict. Further you will not have any control who is appointed if you do not make a nomination while you still can. Your administrator can charge you for this service and it can be substantial.

How Do You Know If Someone Has Capacity?

                  Capacity is about whether a person can understand the decisions they’re making and the consequences that come with them.

                  Capacity can change over time or vary depending on the decision. For example, a person might be able to decide what to eat for lunch but not understand a complex financial agreement.

                  In legal terms, we look at whether a person can:

• Understand information relevant to the decision.

• Weigh up the pros and cons.

• Communicate their choice clearly.

                  If there’s any doubt, it’s best to get a professional medical assessment and legal advice before taking any further steps.

Why Incapacity Planning Matters

                  Planning for incapacity isn’t just for the elderly — it’s for anyone who wants to make sure their life continues smoothly even if something unexpected happens. If you have assets that you want to protect then you need to make the decision for yourself and appoint an power of attorney rather than leave it to chance that a stranger will step in and take over.

                  Without proper planning:

• Your loved ones may need to go through VCAT for authority.

• Your wishes may not be followed.

• Family disagreements can arise over care or finances.

• State administrators can be appointed who are completely unknown to you. You are then just a file reference.

                  By putting a plan in place now, you’re not just protecting yourself — you’re protecting the people you care about from added stress and heartache.

How I Can Help

                  I’ve seen firsthand how guardianship and incapacity planning can prevent long, emotional, and costly disputes. My goal is to make the process simple and approachable, so you can have a clear plan that reflects your values and wishes.

                  Whether you’re preparing a Power of Attorney, reviewing an existing plan, or helping a loved one who’s lost capacity, I can guide you through every step — in plain English, without the legal jargon.

The best time to plan for incapacity is before you need to. Let’s make sure your future and your loved ones are protected. Reach out to us at HazeLegal for straightforward advice tailored to your situation.

10 Insane Mistakes in Wills That will Challenge Your Estate

Ever wondered why so many Wills end up in court? You might be surprised to know that even small mistakes can spark big family disputes. In this post, I’ll walk you through the most common (and costly) Will mistakes people make and how you can avoid them so your estate stays protected and your loved ones stay united.

                  When it comes to Wills and Estates, I’ve seen it all—families torn apart, years of fighting, and money lost simply because of one simple mistake in a will. Most people think their Will is “simple,” but in reality, small errors can open the door for conflict.

                  Let’s go through the 10 most common will mistakes that could cause major problems after you’re gone.

1. DIY wills without legal advice.
   It might save you money now, but it often costs your loved ones thousands later. Wills written without legal guidance can be unclear or invalid. The mistake only becomes evident after you have already passed away. Most laypersons don’t know what they don’t know, so can’t be sure if they are going the right thing or not.

2. Not updating your will.
   Life changes—marriage, divorce, children, new assets. If your Will doesn’t reflect your current situation, it can easily be challenged, which will cost your family a lot in legal fees and stress.

3. Leaving someone out without explanation.
   Disinheriting a family member (especially a child or partner) without saying why often leads to disputes. A simple note of reasons can save a lot of trouble.

4. Not signing the will correctly.
   A Will must follow strict signing and witnessing rules. One missing signature or incorrect witness can void the entire document. Again a lay person will likely not know if the document has not been properly executed.

5. Poor wording.
   Legal terms matter. Ambiguous wording—like “my property” instead of specifying the address—can create confusion and arguments. You need to be specific about what you mean.

6. Ignoring superannuation and joint assets.
   Your super or jointly owned assets may not automatically form part of your estate. Many people forget this, leading to fights over who gets what. Or that someone receives more than you anticipated or wanted.

7. Relying too much on verbal promises.
   “Mum said this was mine” doesn’t hold up in court. Everything needs to be properly written and signed. In fact, saying one thing and writing down another in your Will most often leads to challenges. Even something said in jest can be taken out of context and cause disputes later on.

8. Appointing the wrong executor.
   An executor who is unorganised, biased, or doesn’t get along with family can make things worse. Choose someone you trust and who can handle the responsibility. They are in charge of your money and can cause untold damage, particularly if they act in their own self-interest.

9. Not thinking about blended families.
   Second marriages and stepchildren make things more complex. Without clear planning, people can easily be left out or unfairly treated. Find out when you are liable to provide for stepchildren or not. Or how about when your new partner treats your children unfairly, you may think that they would never do it, but there is a whole sub-industry of lawyers making a lot of money because someone had their head in the sand about how their new partner would treat their kids.

10. Failing to talk to your family.
    Silence breeds suspicion. Honest conversations about your wishes now can prevent years of hurt later. Better still, write it all down and make the information available to everyone though our Digital Vault, where you can distribute this information after your passing to those of your choosing, so that everyone is on the same page.

                  As a lawyer who’s handled countless will disputes, I can tell you—most of these conflicts could have been avoided with the right advice and planning. Estate planning isn’t just about dividing assets. It’s about protecting your legacy, keeping your loved ones from fighting, and making sure your wishes are honoured exactly as you intended.

The best way to avoid family conflict later is to plan clearly now.

I can help you prepare a will that stands the test of time—and emotion.

If you’re ready to get started, contact us at HazeLegal today.

The Secret to a Perfect Super Death Nomination Is Easier Than You Think

Did you know your superannuation might not automatically go to who you think when you pass away? Many Australians assume their Will covers everything, but that’s not always the case. In this post, you’ll learn how your super, pension, and Will actually work together, and the simple secret to making sure your super ends up exactly where you want it to go.

When most people think about their estate, they imagine their Will taking care of everything — the house, the bank accounts, the savings, even the super. But here’s the thing: your superannuation doesn’t automatically form part of your estate.

I often see clients shocked when they realise that their super fund — not their Will — decides where their money goes after they pass away. If there’s no valid death benefit nomination in place, the fund trustee gets the final say. And that’s where things can go wrong.

Let’s talk about how you can avoid that.

What happens to your super when you die?

Your superannuation balance (and any life insurance attached to it) doesn’t automatically go to your estate. The super fund holds it in trust until it decides who gets it. This means your money could go to someone you didn’t intend — like an ex-partner or estranged family member — simply because the right paperwork wasn’t done.

Binding vs. Non-binding nominations

The key to controlling your super after death is a death benefit nomination.

A binding nomination tells your fund exactly who to pay. It’s legally enforceable as long as it’s valid and up to date (most expire after three years unless you have a “non-lapsing” one).

A non-binding nomination, on the other hand, is just a suggestion. The trustee can still override it.

So, the “secret” to the perfect super death nomination? Make it binding, current, and aligned with your Will.

How super, pensions, and Wills work together

Your super and pension are separate from your Will — but they can work hand in hand. The goal is to make sure everything flows smoothly and consistently.

If you nominate your estate as the beneficiary of your super, the money will go into your estate and be distributed under your Will. That’s great if you have a solid estate plan in place.

But if you want the funds to go directly to a spouse, child, or dependent (without going through probate), you can name them directly on your super form.

The trick is to get advice that ties all three together — your super, your pension, and your Will — so there’s no confusion, tax issue, or dispute later.

Common mistakes people make

I see people make the same few mistakes over and over again:

• Forgetting to update their nomination after a divorce or new relationship.

• Not realising their nomination has expired.

• Assuming their Will covers their super (it doesn’t, unless nominated properly).

• Naming someone who doesn’t qualify under super law.

• Not getting tax advice as to minimize your tax liabilities to you or your beneficiaries.

These small oversights can cause big headaches — or worse, legal battles among family members.

The easy fix

The good news? Sorting it out is easier than you think.

All you need is:

1. A valid and up-to-date binding death nomination.

2. A Will that complements your nomination.

3. Professional advice to make sure everything fits together.

Once you’ve done that, you’ll have peace of mind knowing your money will go exactly where you want — no surprises, no delays, and no drama.

You could also include an equalisation clause in your Will, properly drafted by a lawyer to equalize distributions from your estate to take into account any distributions that your Super may have made so that yu achieve the same overall outcome with the sharing of your estate amongst your beneficiaries.

It only takes a small amount of planning to prevent big problems later. Make sure your Will, super, and pension all work together. If you’re unsure where to start, reach out to us at HazeLegal — we’ll make the process clear and stress-free.

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

When Your Executor Lives Overseas: What You Need to Know

Choosing an executor is one of the most important decisions when making your Will. But what happens if the person you trust most doesn’t live in Australia? While it’s possible, having an overseas executor can lead to extra costs, delays, and legal hurdles. This blog will unpack the challenges, explain the rules, and give you practical tips so you can make an informed choice.

            When you’re planning your estate, it’s natural to think of the people closest to you — and sometimes that person lives outside Australia. Maybe it’s a sibling, a lifelong friend, or even one of your children who has moved overseas. It feels right to name them, but the law sees things differently.

            An executor’s role is to handle your estate after you pass away. This includes managing paperwork, paying debts, and distributing assets. If your executor lives overseas, here are some of the hurdles they may face:

• Delays – Documents often need to be signed in person, which can slow things down.

• Extra costs – Overseas executors may need to appoint someone in Australia to act on their behalf, adding legal fees.

• Court requirements – Some Australian courts may require a local executor to be appointed alongside an overseas one.

• Banking issues – Australian banks can be cautious about releasing funds to someone living overseas.

• Tax – Your estate could be taxed as a non-resident, or there may be issues claiming a CGT discount. You should certainly speak with your accountant before considering whether to appoint an overseas executor.

            In Victoria (and most of Australia), the Supreme Court must grant “probate” before an executor can step in. If your executor is overseas, the Court may place conditions on the grant or even refuse unless a local co-executor is appointed. This is to ensure the estate is managed smoothly and securely.

            It’s understandable to want someone you trust completely. But estate planning isn’t just about trust — it’s also about practicality. Sometimes, naming a trusted person who lives here in Australia as your executor, with your overseas loved one as a backup or co-executor, strikes the right balance.

            If you’re leaning towards an overseas executor, here are a few steps to consider:

• Appoint a co-executor in Australia.

• Speak with a lawyer to understand the legal requirements.

• Keep your Will up to date in case your chosen executor moves overseas.

• Think carefully about whether convenience might outweigh closeness.

            Appointing an overseas executor is possible, but it can create unnecessary stress for your loved ones at a time when they need clarity, not complications. The safest choice is often someone who can manage the process locally, backed by a Will that reflects your wishes clearly.

            Recap: We’ve looked at why overseas executors can cause delays, add costs, and face legal roadblocks. We’ve also explored practical alternatives like appointing a co-executor in Australia.

            Now it’s your turn: If you’re writing your Will, think about who could best manage things on the ground. This week, review your chosen executor — is it still the most practical choice? Share your thoughts in the comments, or if you’d like tailored advice, we’re here to guide you at HazeLegal.

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

The Surprise Inheritance You Didn't Want — What Happens When You Inherit Debt?

When people hear the word “inheritance,” they picture money, property, or treasured family items. But what if instead of wealth, you’re left with debts? This post unpacks what happens if you inherit a property with a mortgage, a business in debt, or personal loans tied to someone else’s estate. We’ll guide you through the rules, what debts you may or may not be responsible for, and how you can protect yourself.

The Inheritance Nobody Talks About

            We usually think of an inheritance as a blessing. Something passed down to support the next generation. But in reality, not every inheritance comes wrapped in financial comfort.     Sometimes, what you “inherit” is stress in the form of unpaid loans, mortgages, or debts tied to the estate.

            This kind of surprise can feel unfair and overwhelming. Imagine expecting a home, but learning it carries a hefty mortgage. Or finding out a family business you’ve inherited is drowning in unpaid bills. These are very real situations people face in Victoria, and it’s important to know what the law says about them.

Do You Personally Inherit Debt?

            Here’s the good news: you don’t personally inherit someone’s debts just because you’re their child, spouse, or beneficiary. Debts are generally paid from the estate first. That means before assets are distributed to beneficiaries, the executor uses estate funds to settle outstanding loans, mortgages, and other liabilities.

            However, there are exceptions that catch people by surprise:

• Mortgages on inherited property: If you inherit a house with an existing mortgage, the mortgage doesn’t magically disappear. You can choose to sell the property to pay off the loan, or keep it—but then you take on the responsibility of servicing the mortgage. The exact wording of the Will determines if you get the property free of the loan or not, so it is important that the Will is drafted by a lawyer to avoid confusion.

• Business debts: If you inherit a business, its debts may follow. While you won’t be personally liable for unsecured debts, you may need to deal with creditors, restructure, or wind up the business.

• Personal loans or guarantees: If the deceased guaranteed someone else’s loan, the estate might still be liable. And if you jointly held a loan with them, you may become fully responsible for repayment. When someone sues for a debt they usually head for the easiest target, and that may be you!

Protecting Yourself From a Debt-Laden Inheritance

            Finding yourself in this position can feel like inheriting a ticking time bomb. But there are steps you can take:

1. Ask questions early – Executors should give you a clear picture of estate assets and liabilities.

2. Get legal advice – Every situation is different, especially if property or businesses are involved.

3. Consider disclaiming the inheritance – In some cases, you can refuse to accept an inheritance if it would cause more harm than good. This may be the case where you are on Centrelink.

4. Plan your own estate carefully – Knowing how stressful debt can be, you may want to structure your own Will to avoid passing on a financial burden.

            Inheritance isn’t always about gifts—it can sometimes mean responsibility, complexity, and hard choices. The important thing to remember is that you are not automatically stuck with someone else’s debt, but you do need to navigate the fine print around property, businesses, and loans.

If you’ve been named in someone’s Will and it’s left you with more stress than joy, we’re here at HazeLegal to help you sort through it all.

            We’ve covered three key points:

• Debts are paid from the estate first, not directly by beneficiaries.

• Mortgages and business liabilities can still impact what you inherit.

• You can protect yourself with clear information, legal advice, and even the option to disclaim an inheritance.

            Think about this: if you were faced with an inheritance tomorrow, would you know what questions to ask? Take one strategy from this post—whether it’s “ask early” or “get advice”—and keep it in mind. If you’ve ever experienced a tricky inheritance, share your story or strategy in the comments.

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

The Last Gift: How Your Will Can Create Harmony or Conflict

Your Will isn’t just a legal document—it’s the final message you leave to your loved ones. Done well, it can be a lasting gift that brings peace, clarity, and unity. Done poorly (or not at all), it can lead to confusion, hurt feelings, and long disputes. In this blog, we’ll explore how your Will can either strengthen family bonds or spark unnecessary conflict, and why planning it properly makes all the difference.

Your Will Speaks When You No Longer Can

Imagine this: your family gathers after your passing, emotions are raw, and everyone turns to your Will for guidance. In that moment, your words have the power to calm, unite, and guide or confuse, divide, and hurt. That’s why your Will isn’t just paperwork. It’s your last gift.

Why Your Will Matters Beyond the Legalities

Many people think a Will is only about “who gets what.” But in reality, it’s about far more than assets. It’s about avoiding tension, reducing misunderstandings, and protecting the relationships that matter most to you.

Real-Life Consequences

We’ve seen families draw closer after a clear and fair Will. We’ve also seen the opposite—siblings who stop speaking, partners left in limbo, and long, costly disputes in court. Your Will shapes how your story continues in your loved ones’ lives.

What Experience Shows

As lawyers, we regularly help people navigate the challenges that come when Wills are unclear, unfair, or contested. The truth is, most conflicts aren’t about greed—they’re about confusion, poor communication, or perceived unfairness. These can all be avoided with proper planning.

Creating Harmony Instead of Conflict

The goal of your Will is to make things easier for the people you care about. With clear instructions, fair distribution, and the right legal guidance, your Will can protect both your assets and your family’s peace of mind.

How a Well-Made Will Creates Harmony

• Clarity stops confusion: When your instructions are straightforward, your loved ones don’t have to guess your wishes.

• Fairness prevents resentment: Thoughtful decisions show you considered everyone’s needs.

• Planning saves stress: Addressing debts, guardianship, and specific gifts ahead of time reduces problems later.

How a Poorly-Made Will Sparks Conflict

• Vague wording leads to disputes: Family members interpret things differently.

• Favouritism fuels resentment: Uneven gifts without explanation can cause lasting hurt.

• No Will at all? The law decides for you, which may not reflect what you actually wanted.

The Real Gift You Leave Behind

Your Will is more than a legal requirement—it’s a reflection of your love, care, and foresight. Done properly, it can bring your family peace, unity, and clarity at a time when they need it most. Done poorly, it can leave confusion, tension, and conflict.

If you’d like to make sure your Will becomes a lasting gift rather than a source of disputes, we’re here at HazeLegal to help.

To recap:

• A clear, fair, and well-planned Will creates harmony.

• A vague, unfair, or missing Will can spark conflict.

• The choice is in your hands.

This week, challenge yourself: take one step towards creating or updating your Will. Even if it’s just starting the conversation with your loved ones, it’s a powerful move.

Have you thought about how your Will might impact your family? Share your thoughts or first step in the comments—we’d love to hear your story.

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

The Silent Heir: Leaving Assets to Someone Who Doesn’t Know

While the idea might seem like a heartfelt surprise, it can actually lead to legal delays, emotional stress, and even disputes among family members. We’ll break down why transparency matters, what can go wrong, and how to plan your estate so your wishes are carried out smoothly.

The Silent Heir:

Leaving Assets to Someone Who Doesn’t Know

            Imagine finding out you’ve inherited something from someone you cared about—but you had no idea you were even in their will. For some, this sounds like a touching surprise. For others, it can be overwhelming, confusing, or even unwanted.

            When you secretly name someone in your will, you might think you’re creating a beautiful gift. But in reality, you could be setting them up for unexpected challenges. From legal delays to tax implications, there are many things people don’t realise about being an unknowing heir.

            One common problem is that the person may not be prepared—financially, emotionally, or legally—to receive the asset. If it’s property, they might face rates, maintenance costs, or even disputes with other family members. If it’s money, there could be tax or Centrelink considerations they’ve never dealt with before.

            It can also lead to family tension. Other beneficiaries might feel blindsided or even suspicious about your choice, which can open the door to will disputes. That means more time in court, higher legal costs, and a longer wait before your wishes are honoured.

            As lawyers, we’ve seen how these situations can spiral into something far more stressful than intended. Estate planning is not just about deciding who gets what—it’s about making sure those decisions are understood and can be carried out without unnecessary friction.

            If you want your gift to be truly meaningful, it’s worth having an honest conversation with the person while you’re still around. This allows them to prepare, ask questions, and even decline if they feel it’s not right for them. Better still leave a written document explaining your reasons, and upload it into your Digital Vault so the right people get it.

Leaving assets to someone without telling them might seem romantic or generous, but it often causes more harm than good. Open communication, clear documentation, and proper legal advice can ensure your estate plan works exactly as you intended. If you’re unsure how to start that conversation or structure your will, we’re here to help at HazeLegal.

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

The Hidden Clauses in Wills That Could Change Everything

Small details in a will can have a massive impact on how an estate is shared. Often overlooked, these “hidden clauses” can create unexpected outcomes for families, sometimes leading to disputes, delays, or even the opposite of what the will-maker intended. Understanding them early can save a lot of stress, money, and heartache.

They’re Just Words… Until They’re Not
            Most people think a will is straightforward: it says who gets what, and that’s that. But in my experience, the surprises often come from small, barely noticeable clauses buried in the fine print. These little lines can carry big legal weight, and sometimes they completely change the way assets are divided.

What Exactly Are Hidden Clauses?
            Hidden clauses aren’t “secret” in the sense of being concealed from view, they’re right there in the will. The problem is, they’re often written in legal terms most people don’t fully understand, or they’re so subtle they don’t seem important at first glance. For example, a survivorship clause could mean someone must outlive the will-maker by a certain period to inherit. Miss that detail, and you could miss out entirely.

Why Families Should Pay Attention
            I’ve seen families shocked to learn that a small clause overrode what they thought was the main intention of the will. This can lead to misunderstandings, disputes, and sometimes expensive legal battles. The fallout isn’t just financial, it can fracture relationships at a time when families need each other most.

Common Examples of Hidden Clauses
            One common example is a clause about debts, where certain expenses must be paid from a specific share of the estate, leaving less for the intended beneficiary. Another is a conditional gift, where someone only inherits if they meet a certain requirement, like caring for a pet, maintaining a property, or even marrying within a particular faith. These may seem unusual, but they do happen, and they can cause plenty of confusion.

The Cost of Overlooking the Fine Print
            The issue isn’t that these clauses exist, it’s that they’re often not explained clearly to the will-maker or their family. Without legal guidance, people can end up with an outcome that no one saw coming. And unfortunately, by the time the will is read, it’s too late to fix it.

How to Avoid Nasty Surprises
            The good news? Hidden clauses don’t have to catch anyone off guard. A well-prepared will, explained in plain language and reviewed regularly, can make all the difference. It’s also important to talk openly with your family about your intentions, so nothing feels like it came out of nowhere.

Wills are more than just a list of who gets what. They’re legal documents where even one small clause can have a big impact. By understanding and reviewing these details with a professional, you can protect your loved ones from stress and uncertainty—and ensure your wishes are carried out exactly as you intended.

If you’re unsure whether your will has any clauses that could cause problems down the track, HazeLegal is here to help make sense of it all and give you peace of mind.

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

How Many Times Have You Moved? What Did You Learn?

Moving houses is something many of us experience multiple times in our lives. Each move comes with its own lessons—about change, letting go, and planning ahead. Whether it's shifting suburbs, cities, or even countries, moving forces us to think about what really matters, both physically and financially. And just like moving, planning for the future—especially when it comes to family and finances—can make all the difference.

How Many Times Have You Moved? What Did You Learn?

Moving is a strange mix of excitement and stress. There’s the thrill of a fresh start but also the headache of packing, paperwork, and adjusting to a new place. Some people move only a few times in life, while others feel like they’re always on the move. Whether it’s your first move or your tenth, each one teaches you something new—not just about logistics, but about life, priorities, and preparation.

Lessons Learned from Moving

• Decluttering is freeing – You never realise how much stuff you own until you have to pack it all. Moving forces you to assess what’s really worth keeping and what’s just taking up space.

• Planning makes everything smoother – The more organised you are, the less stressful the move. Packing early, updating addresses, and arranging utilities in advance saves a lot of hassle.

• Emotional attachment is real – It’s not just about leaving a house; it’s about the memories tied to it. Moving can be emotional, especially if it’s a family home.

• Financial preparation matters – Moving isn’t cheap. From hiring movers to unexpected costs, having a financial cushion makes the process less stressful.

• A fresh start is a good thing – Every move is an opportunity to reset, rethink your space, and even build new habits.

The Bigger Picture: Planning for the Future

Much like moving, planning for your family’s future is all about preparation. Just as you wouldn’t wait until the last minute to pack, you don’t want to leave important financial and legal matters until it’s too late. Ensuring your assets, home, and family are taken care of—whether through a will, financial planning, or estate management—can make all the difference.

Moving teaches us a lot about life—what’s important, what we can let go of, and how planning ahead makes everything easier. It’s a reminder that being prepared, whether for a house move or for the bigger transitions in life, is always worth the effort. So, how many times have you moved? And more importantly, what did you learn from it?

DISCLAIMER

This commentary is published by WebWills for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us before making any decisions.

© WebWills, Australia 2025.

What’s on Your Bucket List and Why?

We all have dreams and goals we hope to achieve in our lifetime. Whether it's travelling the world, starting a business, or ensuring your family is financially secure, your bucket list reflects what truly matters to you. But have you considered how estate planning can help turn those dreams into a reality—even beyond your lifetime?

Have you ever sat down and listed all the things you want to do before you go? Maybe you want to visit the Great Barrier Reef, write a book, or make sure your loved ones are taken care of when you’re no longer around. Whatever’s on your bucket list, one thing is certain—planning is key. And that includes planning for the unexpected.

Why Estate Planning Belongs on Your Bucket List

Most people think of a bucket list as a collection of exciting experiences. But what about ensuring your family’s future? That’s just as important as any adventure.

Estate planning is more than just writing a will. It’s about making sure that if something happens to you, your loved ones are financially secure, your wishes are respected, and your hard-earned assets go where you intend them to. With the right documents—like a will, power of attorney, and superannuation nominations—you can tick off the most important item on your bucket list: peace of mind.

So, what’s on your bucket list? Whatever it is, don’t forget to include securing your family’s future. Taking care of your estate now means you can enjoy life with fewer worries, knowing your loved ones will be looked after when it matters most.

Want to make estate planning easy? Speak with us and start ticking things off your list today!

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions.

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

If I Could Put a Message on the Big Screen at Times Square, It Would Be…

If I had the chance to display a message on the big screen at Times Square—where millions of people rush by every day, caught up in the chaos of life—I’d want it to be something that makes them stop. Just for a moment. Something that lingers in their minds long after they’ve moved on. 

It would say: "What You Leave Behind Matters. Make It Count."

In a world that moves fast, it’s easy to focus only on what’s right in front of us—deadlines, responsibilities, dreams we’re chasing. But what about the bigger picture? What about the mark we leave behind? 

This message isn’t just about money or success. It’s about the relationships we nurture, the values we pass on, and the impact we have on the people around us. It’s about making sure that when the lights fade, something meaningful remains—whether that’s in the wisdom we’ve shared, the love we’ve given, or the plans we’ve put in place to look after the people we care about. 

That’s what true legacy is. And while we can’t predict the future, we can take small but powerful steps today to ensure that what we leave behind reflects the life we lived. 

So, if you saw this message on a giant screen in Times Square, would it make you pause? More importantly, what will your legacy be? 

DISCLAIMER

This commentary is published by WebWills for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://webwills.com.au before making any decisions.

© WebWills, Australia 2025.

Habits to Leave a Great Legacy

We often think of legacy as something big—money, property, or a business left behind. But in reality, legacy is shaped by the small things we do every day. It’s in the values we pass on, how we care for our loved ones, and the plans we make for the future. Estate planning plays a key role in ensuring that our legacy is protected and passed down the way we intend. Here are some habits that help build a meaningful legacy. 

1.    Plan Ahead 

A well-prepared estate plan ensures your assets go to the right people and prevents unnecessary stress for your family. A will, power of attorney, and other legal documents help secure your legacy. 

2.    Live by Your Values 

The way you treat people and the values you uphold will be remembered long after you're gone. Be kind, generous, and fair—your actions shape how people will remember you. 

3.    Share Your Knowledge 

Pass down what you’ve learned, whether it's financial wisdom, life lessons, or even your favourite family recipes. Knowledge is a powerful part of any legacy. 

4.    Give Back 

Whether through charity, volunteering, or simply helping others, giving back strengthens your impact on the world and creates a lasting difference. 

5.    Have Conversations About the Future 

Talk to your loved ones about your wishes. Estate planning isn’t just about legal documents—it’s about open communication and making sure everyone understands your intentions. 

Leaving a great legacy isn’t just about wealth; it’s about the choices we make today. By planning ahead and living with purpose, we ensure that our impact lasts for generations to come. 

DISCLAIMER

This commentary is published by WebWills for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://webwills.com.au before making any decisions.  

© WebWills, Australia 2025.

5 Profiles, Blogs, and Podcasts I Actually Follow (And Why You Might Too)

Let’s be real—there’s a lot of content out there. Some of its gold, some of it’s... well, let’s just say I’ve wasted hours of my life I’ll never get back. But every now and then, I stumble across something useful, entertaining, or at least mildly amusing. Since I spend a good chunk of my time in the estate planning world (and life in general), I’ve put together a mix of profiles, blogs, and podcasts that I genuinely enjoy. Not all of them are about wills and estates, but hey, variety is the spice of life, right?

1. The Pineapple Project (Podcast)

If finance podcasts usually put you to sleep, this one might just wake you up. Hosted by comedian Claire Hooper, The Pineapple Project makes talking about money (including estate planning) actually fun. It’s packed with practical advice minus the usual finance jargon that makes your eyes glaze over.

2. Vikki Petraitis - Casefile Presents (Podcast)

Alright, this one has nothing to do with estate planning, but if you love true crime, Vikki Petraitis is an Aussie legend. Her storytelling is top-notch, and who doesn’t love a good mystery? It’s the perfect background noise while pretending to be productive.

3. The Minimalists (Podcast & Blog)

Why I follow: If you’ve ever felt like your life is cluttered—physically or mentally—The Minimalists offer practical advice on simplifying things. They don’t just talk about decluttering your home; they dive into how minimalism can improve finances, relationships, and well-being.

Why you might like it: Their content isn’t about getting rid of everything you own. It’s about making space for what truly matters.

4. Scott Pape - The Barefoot Investor (Blog & Book)

I know, I know—this one’s an obvious choice, but there’s a reason why Scott Pape’s advice is gospel for so many Aussies. His no-BS take on money, investing, and estate planning makes it all seem manageable. Plus, his approach is refreshingly simple (and doesn’t involve sacrificing your daily coffee).

5. The Guilty Feminist (Podcast)

A mix of comedy, feminism, and real talk about modern life. Again, nothing to do with estate planning, but it’s hilarious and thought-provoking, which is a pretty solid combo. Sometimes you just need a break from thinking about wills and beneficiaries.

So, there you have it—five recommendations that won’t make you want to poke your eyes out with a pen. Whether you’re into finance, law, true crime, or just a good laugh, these are all worth checking out. And if you’ve got any favourites, send them my way—I’m always up for adding another distraction to my list!

DISCLAIMER

This commentary is published by HazeLegal for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://hazelegal.com.au before making any decisions. 

HazeLegal works closely with our sister company, WebWills, to bring you these resources.

© HazeLegal, Australia 2025.

What I’m Loving Lately: A Lawyer’s Take on Life and Planning Ahead

You know that feeling when you discover something great and have to tell everyone about it? That’s me right now. Lately, I’ve been loving a few things—some legal, some not—and I thought, why not share them? Consider this a mix of life’s little joys and a friendly nudge to get your affairs in order (because let’s be real, future you will thank you).

1. Digital Decluttering
I finally tackled my inbox. It was either that or let the unread emails hit a number so high that it became someone else’s problem. Turns out that having a system (folders, labels, and actually replying on time) makes life easier. And speaking of organisation, your legal documents should get the same treatment. Wills, powers of attorney, and important files—find them, sort them, and for the love of all things orderly, don’t keep them in a random drawer.

2. Good Coffee
I’ve rediscovered the joy of a properly made flat white. No offence to instant coffee, but life’s too short for bad caffeine. And while we’re on the topic of quality over convenience, the same goes for estate planning. Quick DIY solutions might seem tempting, but a solid, well-prepared plan (preferably not written on the back of a napkin) saves a world of trouble down the track.

3. A Bit of Nostalgia
Recently, I dug up some old photo albums (yes, actual printed photos). There’s something special about flipping through memories, laughing at questionable fashion choices, and remembering what really matters. It’s also a reminder that life moves fast. Having a plan for your loved ones—whether it’s updating your will or making sure your assets don’t disappear into legal limbo—is just another way of looking after them.

4. Long Walks and Podcasts
A solid walk with a good podcast is my current happy place. It’s a great way to clear my head, get some fresh air, and occasionally learn something useful (or at least entertaining). If you’re looking for a sign to get outside, this is it. And while you’re at it, maybe think about ticking ‘update my estate plan’ off your mental to-do list. You know, just for peace of mind.

Life’s about balance—good coffee, organised plans, and the occasional deep dive into nostalgia. I’m all for enjoying the present, but giving a little thought to the future doesn’t hurt either. So, go on, treat yourself to something you love, and if you haven’t sorted your estate plan yet, consider it another way of looking after yourself (and your loved ones).

Until next time—stay caffeinated and legally prepared!

DISCLAIMER

This commentary is published by WebWills for general information only—it’s not legal advice. If you have questions or need advice for your specific situation, we recommend speaking to a lawyer or reaching out to us at http://webwills.com.au before making any decisions. 

© WebWills, Australia 2025.

5 Questions to Ask Your Lawyer Before You Get Startedwith Will and Estate Planning

When it comes to will and estate planning, you want to get it right the first time. After all, it’s about making sure your loved ones are cared for and your wishes are respected. Whether you’re just starting or updating an old plan, having a good chat with your lawyer can make all the difference. Here are five key questions to ask to get the ball rolling.

1. What documents do I need to bring?

Starting on the right foot means being prepared. Ask your lawyer what paperwork you should bring to your first meeting. This might include information about your assets, like property deeds, bank statements, and superannuation details. A clear picture of your financial situation helps your lawyer craft a plan that suits your needs. We include an easy to follow online questionnaire that asks all the right questions so that you have time to think about what you need.

2. Who should I choose as my executor?

The executor of your will plays a critical role in carrying out your wishes. It’s important to choose someone trustworthy and capable of handling the responsibilities. Your lawyer can guide you on what qualities to look for in an executor and whether you might need a backup. It is always best to have a back so that you do not need to redo your Will if you know your first choice won’t be up for the job for any reason.

3. How can I minimise disputes?

No one wants their estate to be the source of family arguments. A good lawyer will have strategies to reduce the likelihood of disputes, such as clear language in your will and open discussions with your family. They can also advise you on how to deal with complex situations, like blended families or estranged relatives. We also provide and suggest some great resources so that you get to leave all the right information behind to minimise the risk of a dispute or challenge.

4. What happens if I don’t update my will?

Life changes – marriages, divorces, new kids, or even acquiring new assets. Your lawyer can explain what happens if your will isn’t updated to reflect these changes. Keeping your will up to date ensures it aligns with your current circumstances and avoids unintended outcomes.

5. What should I consider for powers of attorney?

Estate planning isn’t just about what happens after you’re gone. It’s also about planning for situations where you might not be able to make decisions for yourself. Talk to your lawyer about setting up powers of attorney for financial, medical, and personal matters. They’ll help you understand the scope of these roles and how to choose the right people for them. It is recommended that you leave them some directions using our great online process.

Will and estate planning might seem overwhelming, but it doesn’t have to be. Asking the right questions ensures you’re covering all your bases and making informed decisions. We are here to guide you, so don’t hesitate to lean on our expertise. With a bit of preparation and the right advice, you’ll have a solid plan in place to give you peace of mind and protect your loved ones.

DISCLAIMER

This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, or any specific situation or proposal, or get in touch with the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A   person listed may not be admitted as a lawyer in all States and Territories.

© WebWills, Australia 2025.

Inspiring Client Success Story: A Journey Through Wills and Estate Planning

When it comes to wills and estate planning, it’s easy to feel overwhelmed or even push the task aside, thinking it can wait. But as I’ve seen firsthand, taking the time to plan now can make all the difference later. Let me share the story of Sarah and her family—a heartwarming example of how thoughtful planning turned a potentially stressful situation into a smooth transition for everyone involved. 

Sarah reached out to me after her father, Peter, had a close call with his health. He’d been putting off his estate planning for years, despite owning a home, running a small business, and being the glue that held the family together. When Peter finally decided to act, his main concern was ensuring that his family wouldn’t face disputes or confusion when the time came. 

We started by walking through Peter’s assets and understanding his wishes. He wanted to provide for his children but also make sure his business stayed operational for the team who depended on it. Together, we worked on a will that clearly outlined his intentions, named a trusted executor, and even included provisions for unexpected scenarios. 

He also set up a Digital Vault with us so that he could send his family all the information that they would need when the time came. He mentioned that he wanted to leave letters in the vault to be sent to each of his family members once he passed, to let them know how much they meant to him, which I thought was a lovely touch. We also discussed him leaving his financial information in the Vault as well, particularly relating to his business so that it would not grind to a halt once he passed away leaving not only his family but his employees and customers in a compromised position. He did take care of everything and honoured his responsibilities.

What struck me most was how Peter involved his family in the process. Sitting around the dining table, he openly discussed his plans with Sarah and her siblings. It wasn’t an easy conversation, but it brought everyone closer and cleared up any assumptions. 

When Peter passed away years later, the family was prepared. There were no legal battles, no guessing games, and no hard feelings. Everything he had worked for went exactly where he intended, and his family was free to focus on healing and celebrating his life. 

Stories like Sarah and Peter’s remind me why I’m so passionate about wills and estate planning. It’s not just about legal documents—it’s about protecting your loved ones, easing their burden, and ensuring your legacy is carried out as you see fit. 

If you’ve been putting off your planning, take a moment to think about the peace of mind it could bring to you and your family. It’s never too early to start, and the results are worth every effort. After all, your story deserves to be told your way.

DISCLAIMER

This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, or any specific situation or proposal, or get in touch with the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A   person listed may not be admitted as a lawyer in all States and Territories.

© WebWills, Australia 2025.

What Lights Me Up in My Job as a Wills and Estate Planning Lawyer

When I tell people I’m a Wills and Estate Planning lawyer, their first reaction is often a polite nod or a hesitant “That must be… interesting?” But let me tell you, my work is far more than paperwork and legal jargon. It’s a mix of heartwarming moments, meaningful connections, and problem-solving that genuinely makes a difference in people’s lives. Here’s why I love what I do and why it brings me so much fulfilment.

• Helping Families Find Peace of Mind
  There’s something incredibly satisfying about guiding families through planning their legacy. When someone leaves my office knowing their loved ones will be cared for, I feel like I’ve lifted a weight off their shoulders.

• Transforming Uncertainty into Clarity
  Many people come to me overwhelmed, unsure where to start or what’s needed. I love demystifying the legal process, explaining things in plain English, and giving my clients the tools to make confident decisions.

• Hearing the Stories Behind the Assets
  Every estate plan has a story. It’s not just about dollars and properties—about who gets Grandma’s antique ring, why the family holiday home matters, or what legacy a client wants to leave behind. These stories bring my work to life.

• Protecting Vulnerable People
  Knowing I’ve set up safeguards for children, elderly parents, or those with special needs gives me a deep sense of purpose. It’s rewarding to create plans that ensure everyone’s interests are looked after. To me, there is nothing more important than family and I love it when I get to work with people who value family too.

• Bringing Comfort in Difficult Times
  I often meet clients during challenging moments—grieving a loved one or planning for the unexpected. Being a steady presence and helping them navigate these emotions with kindness is one of the most meaningful parts of my job.

What lights me up in my work is knowing that I’m not just dealing with legal documents—I’m helping people write a chapter of their story. My job as a Wills and Estate Planning lawyer is about building trust, solving problems, and creating peace of mind for families. And while the work can be complex, the human connections and sense of purpose make it all worthwhile.

DISCLAIMER

This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, or any specific situation or proposal, or get in touch with the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A   person listed may not be admitted as a lawyer in all States and Territories.

© WebWills, Australia 2025.

Most Moving Music to Play at Your Funeral

Planning your own funeral may feel unusual, but selecting the right music can leave a lasting impact on your loved ones. Music has the power to evoke memories and emotions, making it a crucial part of the farewell. Here are some suggestions for the most moving music to consider for your funeral.

1. "Amazing Grace" by Various Artists

"Amazing Grace" is a timeless hymn that offers comfort and hope. Its soothing melody and profound lyrics resonate with many, making it a popular choice for funerals.

2. "Time to Say Goodbye" by Andrea Bocelli and Sarah Brightman

This powerful duet speaks of farewell and hope, making it a beautiful and emotional addition to any funeral service.

3. "Somewhere Over the Rainbow" by Israel Kamakawiwo'ole

This rendition of the classic song brings a sense of peace and optimism, reminding us of the beauty beyond life's struggles.

4. "Ave Maria" by Franz Schubert

"Ave Maria" is a classical piece that brings a sense of serenity and reverence, often chosen for its calming and spiritual qualities.

5. "My Way" by Frank Sinatra

For those who lived life on their terms, "My Way" is a fitting tribute. Its reflective lyrics and iconic melody celebrate a life well-lived.

6. "Hallelujah" by Leonard Cohen (Jeff Buckley version)

"Hallelujah" is a poignant song that captures a range of emotions. The Jeff Buckley version is particularly moving, making it a heartfelt choice for funerals.

7. "Canon in D" by Johann Pachelbel

This classical piece is often associated with weddings but also serves as a beautiful and uplifting choice for funerals, symbolizing continuity and peace.

8. "Wind Beneath My Wings" by Bette Midler

This song honors those who have supported and uplifted us, making it a touching tribute to loved ones left behind.

9. "Tears in Heaven" by Eric Clapton

Written by Clapton after a personal tragedy, "Tears in Heaven" speaks to loss and the hope of reunion, making it a deeply emotional choice.

10. "You Raise Me Up" by Josh Groban

"You Raise Me Up" is a powerful song that celebrates the strength we gain from our loved ones, offering comfort and inspiration.

Planning a funeral can be a challenging time, but choosing meaningful music can help create a memorable and moving service. Let WebWills assist you in making these important decisions. Call us at (03) 9028 7603 or email info@webwills.com.au for assistance in planning your funeral or other estate matters.

Disclaimer:

The music choices listed are suggestions and should be selected based on personal preference and the deceased's wishes. HazeLegal does not endorse any specific songs but provides these recommendations to assist in the planning process.

© HazeLegal, Australia 2024.

Things I Wish I Could Tell My Younger Self

As I've listened to feedback from my clients, I've come to appreciate the wisdom in planning for the future, especially when it comes to end-of-life preparations. Here are insights gleaned from their experiences that they wish they could share with their younger selves:

1. Start Saving Early

Many clients express regret over not starting to save money earlier. They emphasize that having a financial safety net not only prepares you for unexpected emergencies but also ensures long-term security and freedom.

2. Invest in Health

Prioritizing health from a younger age is a common sentiment among clients. They stress the importance of regular exercise, a balanced diet, and routine check-ups to maintain well-being and enjoy life fully.

3. Create a Will

Understanding the significance of having a will early on is crucial. Creating a will ensures assets are distributed as desired, alleviating stress for loved ones during difficult times.

4. Establish Powers of Attorney

Designating powers of attorney for financial and healthcare decisions is seen as essential. Clients recommend doing this early to protect personal interests and ensure trusted individuals can act on their behalf if necessary.

5. Have Open Conversations

Clients wish they had been more open with family about end-of-life wishes. They stress the importance of discussing healthcare preferences and funeral arrangements to ensure these wishes are respected.

6. Plan for Long-Term Care

Planning for long-term care options earlier is advised. Clients suggest considering financial preparations and support options to maintain quality of life in later years.

7. Document Important Information

Organizing essential documents like insurance policies and bank accounts is important. Having everything readily accessible can significantly reduce stress for family members.

8. Consider Your Digital Legacy

Acknowledging the importance of managing digital assets is emphasized. Clients recommend ensuring loved ones know how to handle online accounts and digital presence.

9. Embrace Life Fully

Balancing planning for the future with living in the present is a recurring theme. Clients are urged to take risks, travel, and spend time with loved ones to create meaningful memories.

10. Leave a Legacy of Love

Focusing on building strong relationships and leaving behind cherished memories is considered the most valuable legacy. Clients emphasize the impact of kindness and love on those around them.

Thinking about end-of-life planning might seem somber, but it’s a powerful tool for ensuring a better life and legacy. By taking steps to plan for the future, you not only secure your peace of mind but also leave a lasting, positive impact on your loved ones. So, take these tips to heart and start planning today for a brighter tomorrow.

DISCLAIMER

This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, or any specific situation or proposal, or get in touch with the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A   person listed may not be admitted as a lawyer in all States and Territories.

© WebWills, Australia 2024.

Tips for Ensuring Your Parent's Affairs Are in Order

Helping a difficult parent organize their affairs can be tough. It ensures their wishes are respected and relieves you from making tough decisions about their health and senior care needs.

If you're seeking assistance to organize your parents' affairs, WebWills is ready to support you every step of the way.

Benefits of planning ahead

• Knowing where essential documents are when support is needed. 

• Emergencies become less overwhelming.

• Avoid last-minute decisions for your parents.

• Understand and respect your parents’ wishes.

• Promote harmony with shared understanding, reducing conflicts.

Getting started with affairs

Preparing your affairs isn't just about making a will; it involves:

• Legal matters such as estate planning and setting up powers of attorney

• Financial planning, including retirement savings and wealth management

• Healthcare preferences and long-term care arrangements

If you or your parents need guidance, consider these steps to begin.

1. Start the Conversation Early

Initiating discussions about estate planning and future arrangements early can make the process smoother. Approach the topic gently and with empathy, explaining the importance of having everything for their peace of mind and the family's well-being.

2. Educate Yourself

Before discussing specifics, educate yourself about the necessary legal documents and steps involved in estate planning. Understanding the process will help you answer their questions and provide accurate information, making them more comfortable with the idea.

Ensure your parents have all essential legal documents securely in place. Gather and store these documents safely:

• Their will

• Advance healthcare directives

• Enduring powers of attorney for finances and healthcare

• A family plan outlining caregiving roles

• Birth, marriage, and death certificates; divorce decrees; citizenship papers; Social Security cards

• Property deeds or cemetery plots

• Pre-paid funeral plans

• Insurance policies and pension benefits

• Lists of medications

This preparation ensures their affairs are well-managed and accessible when needed.

3. Involve a Professional

Sometimes, a neutral third party like a lawyer or financial advisor can make discussions easier. They can provide professional advice and ensure that all legal requirements are met, which can alleviate some of your parent's concerns.

4. Be Patient and Listen

Patience is crucial when dealing with a difficult parent. Listen to their worries and objections without interrupting. Acknowledging their feelings can help build trust and make them more receptive to your suggestions.

5. Simplify the Process

Break down the tasks into manageable steps. Create a checklist of what needs to be done and tackle one thing at a time. This approach can make the process less overwhelming for your parent and for you.

6. Focus on Their Wishes

Ensure that the planning reflects your parent's wishes. Ask them about their preferences for healthcare, financial decisions, and distribution of assets. Making them feel in control can reduce resistance.

7. Document Everything

Keep thorough records of all discussions, decisions, and documents. This can prevent misunderstandings and ensure that all parties are on the same page. Having everything documented can also make it easier to manage their affairs later.

8. Use our Digital Vault

Utilize technology to keep track of important documents and deadlines. There are many apps and software designed for estate planning that can help you organize and store information securely, and make it available to those who need that information when they need it.

9. Offer Emotional Support

Recognize that this process can be emotionally taxing for your parent. Offer your support and reassure them that you are there to help, not to take control. Emotional support can go a long way in easing their anxiety.

10. Review Regularly

Estate planning is not a one-time task. Regularly review and update documents to reflect any changes in your parent's situation or wishes. Keeping everything current ensures that their affairs are always in order.

Helping a difficult parent get their affairs in order is a delicate task, but it can be done with patience, understanding, and the right approach. These tips can guide you through the process, ensuring that your parent's wishes are respected, and their future is secured.

DISCLAIMER

This is a commentary published by WebWills for general information purposes only. This is not meant to be taken as particular advice. You should seek your own legal and other advice for any question, situation, or proposal, or contact the writer at http://webwills.com.au before making any final decision. The content also is subject to change. A   person listed may not be admitted as a lawyer in all States and Territories.

© WebWills, Australia 2024.