Nicknames and alias names in Wills
Wife still uses her maiden name. How do I deal with alias names in a Will?
Q: As an accountant, I am completing the data entry for their Estate Planning bundle. She is legally married. But still goes by her maiden name. She intends to change everything to her married name in the next 6-12 months. How do I enter the data for her Will on this basis allowing for the future name change?
A: We have been preparing Wills since 1988. I author the two main Australian textbooks on estate planning. Whenever we get a new question (this is not a new question) we put up another hint. For all our documents you can start the building process for free. There you will discover a new world of enlightenment. As a Professor in a law school, my life is one of education. Just press the “Start for free” to build your desired document. And your education begins. Enjoy this free service.
My daughter’s name and address have changed. Do I need to update my Will?
Will makers and their beneficiaries move addresses all the time. Legal Consolidated Wills are designed so that if anyone changes their address you do not need to update your Will.
Similarly, if your daughter gets married or divorces and changes her name you do not need to update your Legal Consolidated Will.
Of course, you can update your Legal Consolidated Wills and POAs as often as you wish. For free. This is for any reason. But you do not have to update your Legal Consolidated Will if addresses change.
However, if a Will maker changes their name then they may need to update your Will. Telephone us and we can discuss it with you.
Protects from death duties, divorcing and bankrupt children and a 32% tax on super.
Build online with free lifetime updates:
Couples Bundle
includes 3-Generation Testamentary Trust Wills and 4 POAs
Singles Bundle
includes 3-Generation Testamentary Trust Will and 2 POAs
Death Taxes
- Australia’s four death duties
- 32% tax on superannuation to children
- Selling a dead person’s home tax-free
- HECs debt at death
- CGT on dead wife’s wedding ring
- Extra tax on Charities
Vulnerable children and spend-thrifts
- Your Will includes:
- Divorce Protection Trust if children divorce
- Bankruptcy Trusts
- Special Disability Trust (free vulnerable children in Wills Training Video)
- Guardians for under 18-year-old children
- Considered person clause to stop Will challenges
Second Marriages & Challenging Will
- Contractual Will Agreement for second marriages
- Wills for blended families
- Do Marriages and Divorce revoke my Will?
- Can my lover challenge my Will?
- Make my Will fair: hotchpot clauses v Equalisation?
What if I:
- have assets or beneficiaries overseas?
- lack mental capacity to sign my Will?
- sign my Will in hospital or isolating?
- lose my Will or my home burns down?
- have addresses changed in my Will?
- have nicknames and alias names?
- want free storage of my Wills and POAs?
- put Specific Gifts in Wills
- build my parent’s Wills?
- leave money to my pets?
- want my adviser or accountant to build the Will for me?
Assets not in your Will
- Joint tenancy assets and the family home
- Loans to children, parents or company
- Gifts and forgiving a debt before you die
- Who controls my Company at death?
- Family Trusts:
- Changing control with Backup Appointors
- losing Centrelink and winding up Family Trust
- Does my Family Trust go in my Will?
Power of Attorney
Money POAs: NSW, VIC, QLD, WA, SA, TAS, ACT & NT
- be used to steal my money?
- act as trustee of my trust?
- change my Superannuation binding nomination?
- be witnessed by my financial planner witness?
- be signed if I lack mental capacity?
- Medical, Lifestyle, Guardianships, and Care Directives:
- Company POA when directors go missing, insane or die
After death
- Free Wish List to be kept with your Will
- Burial arrangements
- How to amend a Testamentary Trust after you die
- What happens to mortgages when I die?
- Family Court looks at dead Dad’s Will
