Protect your
family’s future.
Starting today.
The complete estate planning checklist for QLD families — covering wills, EPOAs, superannuation, guardianship, and everything in between. Free. Practical. Written for real life.
Guide
for QLD Families
Most Queensland families have no idea that their superannuation doesn’t pass through their Will — or that joint assets bypass the estate entirely.
Everything you need.
Nothing you don’t.
A practical, plain-English guide covering every dimension of estate planning for Queensland families — from the simple to the complex.
A quick-start exercise to map your family situation, key decision-makers, and current documents. Includes the “If I died tonight…” scenario test.
A structured framework covering property, super, investments, business interests, digital assets, and debts — plus a printable Estate Inventory Sheet.
How to choose your executor, trustee, guardian, and attorney — including backup Plans B and C that most families overlook.
The full checklist: Will, EPOA, Advance Health Directive, superannuation nominations, and guardianship appointment — with QLD-specific signing rules.
Tailored guidance for young families, blended families, single parents, retirees, adult children, and families with a disabled dependant.
The surprises that catch families off guard: why super isn’t controlled by your Will, what joint tenancy really means, and what happens the day after death.
A plain-English overview of CGT triggers, testamentary trusts for minors, probate costs, and how to reduce drama and legal bills.
The practical stuff: how much cash your family needs immediately, where to store documents, emergency contacts, and household operations.
Exactly what to bring to your first appointment — ID, asset sheets, super statements, company docs — so nothing gets missed.
Built for real QLD families.
Guardianship decisions, age-based inheritance controls, and protecting your kids if the worst happens before you’re ready.
Balancing fairness vs. bloodline protection, life interest options, and managing the risk of family disputes across both sides.
Understanding joint tenancy vs. tenants in common, protecting the family home if the survivor remarries, and coordinating super.
Large super balances, SMSF considerations, adult children, grandchildren, and making sure your wishes are actually carried out.
5 steps. 4 weeks.
Done properly.
Create your inventory, list key people, and collect existing documents.
Choose executors, guardians, and attorneys. Map your rough distribution plan.
Draft and sign your Will, EPOA, and AHD. Update super nominations.
Safely store originals and tell the right people where everything lives.
Revisit every 2–3 years, or after marriage, separation, new child, or property change.
Your family deserves a plan.
Download the complete estate planning checklist — free. Includes the Estate Inventory Sheet, Key Contacts template, Guardianship Notes, and Annual Review checklist.
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This checklist is general information only and does not constitute legal advice.