Preparing a list of your assets, family circumstances and questions can make a will appointment more useful.
What you own, and how you own it
List property, accounts, superannuation and insurance, and note how each is held. Jointly held property and superannuation do not always pass the way people assume, which is exactly why they come up first.
Who you want to provide for
List the people you want to discuss and their relationship to you. Explain your circumstances and intentions to your adviser, including any concerns about providing for family members.
Who the executor will be
An executor administers the estate. Ask the person first: it is work, and it is better declined at the start than midway.
Guardianship and other decisions
Arrangements for children, and whether you also want to make a power of attorney or an enduring guardianship appointment, which are separate documents doing separate jobs.
What happens afterwards
The Supreme Court of NSW publishes information about applying for probate. Ask how estate administration may relate to your circumstances; a grant is not required in every case.
Practitioners in this area are listed under wills and estates. The guides explain how the directory is put together and what a listing is.
General information, not legal advice. It does not take your circumstances into account and does not create a lawyer and client relationship. Lawyers of Sydney is operated by Jameson Law; listings describe individual practitioners and firms, and a listing is not a recommendation.