Estates and Trusts

What is a will and why should I make a Will?

Your Will is a legal document which ensures that your assets are distributed after your death according to your wishes. Your Will appoints an executor to distribute your estate.

If you are 18 years or over, you can and should make a Will.

Find out more information about Wills

Estate or succession planning co-ordinates the passing of ownership of your assets and control of your affairs to your chosen beneficiaries.

Will making is an important part of the process, but a simple Will may not be sufficient for some people, particularly if you have a family business, non-estate assets or family members who do not always see eye to eye.

Sandhurst Trustees offers a full range of estate planning services. To find out more information about Estate Planning click here.

What is a power of attorney?

A power of attorney is a legal document authorising another person (called the attorney) to act on your behalf. A power of attorney appoints an attorney to manage your financial affairs, either on a temporary basis or a continuing basis.

Circumstances when you may require a power of attorney:

• Accident or sudden illness - when you are incapacitated, either temporarily or permanently.
• Travel - when you are away from home for a period and cannot attend to your affairs personally.
• Retirement.
• Unexpected absences.

Find out more information about the Power of Attorney.

Find more information about our current charges click here.

The Frances & Harold Abbott Foundation was established as a charitable trust on the death of prominent Bendigo businessman, Harold Athelstane Abbott who died in 1979. The trust’s purpose is to support charitable organisations. Sandhurst Trustees is the trustee of the Foundation and reviews all grant applications.

• Grant Guidelines 2012
• Application for Grant 2012

Applicants must be submitted no later than 5:00pm on Friday 27 April 2012.