Estate Planning

Estate planning is much more than having an up-to-date will. A good estate plan ensures that your assets are distributed according to your wishes and protects your family’s interests.

Our Estate Planning Services

Rural Finance has established an association with State Trustees who offer Will Writing and preparation of Enduring Powers of Attorney services.

With over 70 years of experience, State Trustees have helped more Victorians write their Wills than any other organisation.

What is a Will?

A Will is a document that states how you would like your assets to be distributed when you die, and the person or organisation you would like to be responsible for carrying out your wishes.

Why is a legal Will important?

Having a clearly-written, up-to-date, legal Will is important for a number of reasons. A well-written Will ensures:

  • The right people are provided for you die
  • Your assets are distributed according to your wishes
  • There is support for those who are responsible for managing your estate
  • Your estate to be settled quickly.

What happens if you die without a Will?

If you die without a legal Will, state law determines how your estate is distributed. In most situations your closest relatives will share in the estate you leave behind.

Need more information?

Speak to your local Agribusiness Relationship Manager about organising your estate plan with State Trustees.