Service update - Preparation of Complex Documents
An update to our previous announcement made on 26 August 2021, NSW Trustee and Guardian continues to have a temporary suspension on preparation services for complex Wills (and/or Powers of Attorney appointments, if applicable) for customers who have certain asset structures or require certain complex provisions in Wills as follows:
- self-managed superannuation funds (SMSF)
- inter vivos trusts
- rights of residence
- life interests
- options to purchase
- other complex instructions.
These complex matters require specialist solicitors to review and ensure each customer is offered the best advice when making their documents with us. As such, our waitlist requiring specialised succession advice is at capacity.
Exceptions apply if you need to appoint us as the executor of your Will or attorney under your Power of Attorney.
Please note that there are Wills that NSW Trustee and Guardian will not prepare and this information can be found here under “frequently asked questions”
If you have one or more of the asset types listed above or require any of the provisions listed above but believe that you may still be eligible for our services, please call 1300 10 20 30 or make an online enquiry.