Bequests in your Will

A bequest is a gift of money, assets, shares or personal property. You can specify a percentage of your estate, a specified sum, specified items or a conditional bequest.

A bequest can be in a variety of forms including:

  • A pecuniary gift – a gift of a cash amount
  • A residuary gift – what is left of your estate once all other gifts and costs have been paid
  • A percentage gift – a specific proportion of your estate
  • A gift of assets – gifts of assets such as shares, property or real estate

There are a few steps to consider when you are ready to form a Will.

  1. Appoint a person who will be the executor to the Will
  2. List your assets including shares and property
  3. Think about who you would like to benefit from your Will
  4. Seek professional services to guide you through the process such as a solicitor or online Will writing service

It is important to consider your family and loved ones when drawing your Will. And when you choose to leave a gift to a cause, you should be very proud of your decision.

Letting us know

We understand that the contents of your Will are a private matter. However, should you wish to let us know of your intention to leave a gift to the National Trust of Western Australia we can make sure we understand your wishes and how we might acknowledge your gift.

Any discussions that we have with you and your decision to make a bequest will be kept confidential unless you say otherwise.

Bequests and gifts to the National Trust of Western Australia are looked after by our Chief Executive Officer, who welcomes any discussion on the matter.

You can get in touch with Julian to learn more:

Julian Donaldson, Chief Executive Officer
Phone: (08) 9321 6088 Email: trust@ntwa.com.au

Leaving a lasting legacy to heritage

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When it's time to write your Will

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