When it’s time to write your Will

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A Will allows you to choose how your life’s work and your assets will benefit your loved ones and the causes you care about most.

Once you’ve considered who will benefit, which causes you’d like to remember and who your executor will be, you will feel more prepared to commence writing your Will.

Drawing a Will with your solicitor and executor

Gifting and Australian laws related to donations to charities are state-specific. It is important that you consult a solicitor before making a bequest to ensure you receive guidance that enables your wishes to be fulfilled correctly.

Each state and territory in Australia has an active National Trust organisation with its own ABN and business name. it is important to use the correct wording to ensure your donation is received correctly.

The following general wording can be used as the basis for a gift to the National Trust in your Will.

“I give to the National Trust of Australia (WA) ABN 83 697 381 616 (insert the details of your gift)
and I direct that the receipt of the CEO of the National Trust of Australia (WA) will be sufficient discharge to my Executor/Trustee.”

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  1. Unspecified
    “I give to the National Trust of Australia (WA) the sum of $_______ (or stated fraction)  to be used for its general purposes and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

 

  1. Specified
    “I give to the National Trust of Australia (WA) the sum of $______ (or stated fraction) to be used for the purposes of (name specific purpose, for example, conservation of a place or collection or support for an educational program) and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

 

  1. Residuary Gift in Will
    ” I give to the National Trust of Australia (WA) for its general purposes (or name specific purpose) all (or stated fraction) of the rest, residue, and remainder of my estate whether real or personal and the receipt of the Chief Executive Officer of that organisation will be sufficient discharge to my Executor/Trustee”

Phone:(08) 9321 6088
Fax: (08) 9321 1571

For more information, please call Chief Executive Officer, Julian Donaldson, on (08) 9321 6088.

Preparing your Will online

Safewill is Australia’s leading digital Will writing platform. Safewill makes Will writing easy and affordable by providing a safe platform for you to write your own legal Will, with step-by-step guidelines that ask all the right questions. Every Will that is written online is reviewed by an Australian solicitor to ensure it has been filled in correctly.

Safewill provides an easy process for you to create, update and access your Will at any time— all in one place and in the comfort of your own home.

The Safewill Customer Care team is locally based and available to answer any queries over the phone and help with the online process. They are available 7 days a week, on 1800 10 33 10.

Learn more about Safewill

Leaving a lasting legacy to heritage

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Bequests in your Will

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Leaving a gift to the National Trust

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