Everyone needs a will

Let's be real. ‘Get a will’ is not exactly a bucket list item for most people. It is, however, an essential part of life and one you don’t want to leave until it’s too late. Our goal is to make sure you tick ‘Get a will’ off your to-do list, so you can get back to ticking items off your bucket list.

If your query relates to document storage and retrieval, including Wills, Power of Attorney, and original titles please call 9580 8311 .

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What is a will and why do you need one?


In the most simplest of terms, a will is a legal document in which an adult can leave instructions about who they wish to leave their assets to. Your assets include any property you own, money in the bank, investments, superannuation, your car and even that favourite pair of shoes. There are a number of important issues you must consider so that your wishes are met when you’re no longer here. Having a legally binding will ensures this, and means you don’t leave a mess behind for your family.
Legally valid

Legally Valid

A legally valid will thwarts the pitfalls of dodgy will kits sold online or at post offices, ensuring the ironclad execution of your final wishes.
Water tight

Water Tight

A water-tight will ensures your wishes are legally protected and leaves no room for disputes or ambiguity.
Written by experts

Written by Experts

Your will is founded on the best advice from a team who live and breathe wills and estates and have seen it all.
2022 10 Wealth Estate Planning Take Control Of Your Estate

Executor or Beneficiary?

If you're on the other side of this journey, i.e, you find yourself as an executor or beneficiary of an estate and want to understand your rights or obligations, BlueRock’s estate planning lawyers can help you navigate through this difficult time. We’ll fight for a fair outcome if an estate is being contested or assist with dealing with your loved one's assets.
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What’s a Testamentary Discretionary Trust and Why Include One in a Will?


A testamentary discretionary trust is a clever legal tool that lets you maintain a grip on your assets even after shuffling off this mortal coil, making sure your loved ones don't end up playing a never-ending game of "keep borrowing grandpa and grandma’s stuff."

Testamentary discretionary trusts are a strategic legal instrument that allow you to establish a trust (in your will) to manage your assets and distribute them to your beneficiaries after you’re gone, giving you continued influence and protection over your wealth from the great beyond. This arrangement not only safeguards your assets from potential risks and imprudent management but also offers potential tax advantages and flexibility in tailoring the distribution of assets to suit the specific needs and circumstances of your beneficiaries.

Why Use a Testamentary Discretionary Trust?

There are 3 broad reasons to include a testamentary trust in your will.

  • To provide a structure designed to protect the inheritance in the hands of the beneficiary from risks such as financial failure or divorce
  • Taxation benefits
  • Flexibility
Are Testamentary Discretionary Trusts Relevant to Me?

The incorporation of testamentary trusts into a Will is not relevant in every situation but in many cases they offer valuable advantages over simple Wills. Your personal family circumstances and financial affairs will determine whether you should consider utilising testamentary trusts.

Essentially, it's a thoughtful and effective way to ensure your loved ones receive their due inheritance while maintaining control and providing for their long-term financial well-being. To find out more about the issues you must turn your mind to when having your Will prepared, book a free chat with us by submitting the form below.

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