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Resources

[Get your virtual hands on these freebies!]

At Sun Wills & Estates we believe that education is key to knowing your options and making informed decisions. 

Whether you are just starting to think about your estate planning or are looking to update your existing plan, we have the resources you need to secure your family’s future.

Keep in mind all our resources are general information only – not legal advice. 

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Are you ready to safeguard your legacy and ensure your loved ones are cared for?  Introducing The Complete Estate Plan Guidebook!

‘The Complete Estate Plan Guidebook’ is for you if you want to:

  • take the overwhelm out of estate planning
  • know what documents you need to protect yourself and your loved ones
  • appoint the best suited people to control positions
  • step-by-step guide to sort your estate plan

This thorough guide walks you through every aspect of estate planning, offering essential insights to help you craft a personalised estate plan. Whether you’re navigating essential documents or initiating the process, this guidebook has you covered.

Begin your journey towards peace of mind and securing your legacy for future generations.

The information in this ebook is general information only and not legal advice.

DOWNLOAD NOW

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Imagine stepping out and someone else permanently stepping in to parent your children. It’s a pretty daunting thought, right? [“Daunting”, or also…nightmare inducing?]

A testamentary guardian is the person who steps in to care for + make decisions for your kids if you die. This person will be responsible for your kids’ emotional + physical wellbeing. A. Really. Super. Big. Deal.

If you don’t have a Will or you need to update it, you NEED this ebook.

‘The Complete Testamentary Guardian Workbook’ is for you if you want to:

  • safeguard your child’s future
  • know the what, who, and why of testamentary guardians
  • questionnaire included to find the best guardian for your family

It’s all the essential info about testamentary guardians.

And that means? You can make a well-informed decision about your child’s future.

The information in this ebook is general information only and not legal advice.

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Talking to children about death can be a difficult and emotional task, but it’s an important part of helping them process and understand the loss of a loved one (whether human or animal). ‘Preparing Kids for Death and Funerals’ is a comprehensive guide that offers practical advice and resources for parents and caregivers who are navigating the delicate task of talking to children about death.

‘Preparing Kids for Death and Funerals’ is for you if you want:

  • tips for explaining death and grief to children of all ages
  • suggested children’s books covering death (family and pet), grief, or big emotions
  • strategies for preparing children for funerals and other end-of-life rituals
  • to help children cope with and express their emotions

With guidance and compassionate support, ‘Preparing Kids for Death and Funerals’ is an essential resource for anyone who wants to navigate the difficult but necessary conversations around death and loss with children.

The information in this ebook is general information only and not legal advice.

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Do you feel like you missed out on the “superannuation 101” talk?  You’re not alone!  Superannuation is a crucial part of financial planning for everyone.  In fact, it might just be one of the biggest assets you accumulate over your lifetime! That’s why it’s so important to understand how it works and what happens to it when you die.

This is for you if you want to:

  • take control of your super
  • know when  you can access your super
  • know what happens to your super when you die
  • understand a death benefit nomination + why it’s essential for your loved ones

The information in this download is general information only and not legal advice.

DOWNLOAD NOW

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A testamentary discretionary trust is a trust that is established by a Will. This flyer explains how a testamentary discretionary trust works and why it can be a powerful strategy in your estate plan [hello, income flexibility and asset protection!]..

This is for you if you want to:

  • understand two different types of Wills
  • provide flexibility for loved ones in your estate plan
  • provide extra protections for loved ones in your estate plan

The information in this download is general information only and not legal advice.

DOWNLOAD NOW

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Wondering about the difference between a standard Will and a testamentary discretionary trust Will? This quick reference table shows the different functions of these two types of Wills.

This is for you if you want to:

  • understand two different types of Wills
  • choose the best strategy for your loved ones
  • choose the best strategy for your asset structure

Testamentary discretionary trusts can be a powerful tool for estate planning. The advantages of a testamentary discretionary trust may not suit every individual’s circumstances. Strategic estate planning requires individual legal advice.

The information in this download is general information only and not legal advice.

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Embark on your estate plan journey with confidence and clarity, knowing that we’re here to guide you every step of the way. ‘Your Estate Plan Journey’ offers a simple breakdown of the estate planning process, eliminating the guesswork and uncertainty.

The information in this download is general information only and not legal advice. 

DOWNLOAD NOW

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All information on our website (including digital resources such as e-books and blog posts) is general information only and not legal advice.  While efforts are made to keep information up-to-date, no guarantee is given in this respect. You must not act on or make any decision based on information on our website without formal legal advice or satisfying yourself as to the truth and accuracy of that information. Downloading or otherwise accessing these resources does not create a solicitor/client relationship.

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Liability limited by a Scheme approved under professional standards legislation. © Sun Wills & Estates Pty Ltd.