Wills & estate planning · Victoria
A solicitor-led estate plan, built around your family.
Start online in fifteen minutes. A CMK solicitor reviews every answer, drafts the documents, and stores the originals, property, business and SMSF included.
- Fixed fee quoted up front
- Every document solicitor-reviewed
- Original stored securely, free
- 1PlanTell us about your family, property and business in a guided online form.
- 2PrepareA solicitor drafts your will and powers of attorney and walks you through them.
- 3ProtectSigned, witnessed and stored in our secure vault, updated as life changes.
Quick start
Where would you like to begin.
Four ways in. Each one ends with a Victorian solicitor looking at your situation.
Start my will
Guided online questions, solicitor-drafted, signed in one appointment.
Start onlineEstate planning checklist
See what you need before your first appointment: assets, people, wishes.
Open the toolPowers of attorney
Financial, personal and medical decision makers for if you can't decide.
Learn moreProbate & administration
Someone has died and you need to administer the estate. We handle it.
Get helpInteractive tools
Work out what you actually need.
Check your readiness, see the documents that belong in your plan, and understand what happens without a will.
Which of these apply to you?
Your recommended documents
2.
- WillDirects who receives your assets, who runs your estate, and who cares for your children.
- Letter of wishesPrivate guidance to your executor and trustees on funerals, pets and family sensitivities.
General information only. Your solicitor confirms what you actually need.
The process
Build your estate plan.
Five steps from your first answer to documents stored safely.
- 01
Answer the questions
15 minutes online
A guided form covering your family, assets, super and business interests.
- 02
Solicitor review
Within 3 business days
A CMK solicitor reads your answers, flags the risks and calls you to confirm.
- 03
Draft and explain
One appointment
You receive plain-English drafts with every clause explained before you commit.
- 04
Sign and store
Same day
Correctly witnessed under Victorian law, originals stored free in our vault.
- 05
Review as life changes
Every 3 years
We prompt you after a marriage, birth, purchase, separation or business change.
The difference
With a will, and without one.
If you die intestate in Victoria, a statutory formula decides everything.
With a solicitor-drafted will
- You choose who inherits, and in what shares
- You appoint the executor who runs your estate
- You name guardians for children under 18
- Assets can be protected in a testamentary trust
- Superannuation is directed deliberately
- Grant of probate is usually straightforward
Without a will
- A fixed statutory formula decides who inherits
- The court appoints an administrator, not your choice
- Guardianship of children may be contested
- Inheritances pass outright, with no protection
- Super may go to the wrong person entirely
- Letters of administration take longer and cost more
Pathways
Where are you in life.
Pick the closest fit and see what your plan usually includes.
Young family or first home.
Start this plan- A simple, solicitor-drafted will and both powers of attorney
- Guardians named for children under 18
- Mortgage, insurance and super aligned with your will
- Fixed fee, one appointment, done properly the first time
The documents
Essential estate planning documents.
A complete Victorian plan is rarely just a will. These are the pieces we prepare.
Will
Directs who receives your assets, who runs your estate, and who cares for your children.
Add to my planEnduring power of attorney
Lets someone you trust manage money, property and legal decisions if you lose capacity.
Add to my planMedical treatment decision maker
Appoints the person who speaks for you on medical treatment, plus an advance care directive.
Add to my planTestamentary trust
Protects an inheritance from divorce, bankruptcy or poor timing, and can save tax for minors.
Add to my planBinding death benefit nomination
Superannuation and SMSF balances do not pass under your will unless they are directed properly.
Add to my planBusiness succession plan
Shareholder, buy-sell and trust succession terms so the business survives the owner.
Add to my planGuardianship appointment
Names who raises your children under 18 and how their inheritance is managed.
Add to my planLetter of wishes
Private guidance to your executor and trustees on funerals, pets and family sensitivities.
Add to my planDocument vault
Store or review what you already have.
Most wills we see are out of date. Send yours through and we'll tell you plainly.
Secure document vault
Already have a will, power of attorney or super nomination? Upload it and a solicitor will review it, tell you whether it still works, and store the original free of charge.
Choose your existing documents
PDF, Word or a clear photo, up to 25MB
Handled confidentially and only seen by your solicitor.
After a death
Probate & estate administration.
What happens, in what order, when you are the executor of a Victorian estate.
- 01
Immediately
Locate the will, secure assets, register the death.
- 02
Weeks 1 to 2
Executor appointed, asset and liability list prepared.
- 03
Weeks 2 to 4
Advertise the intention to apply and prepare the affidavits.
- 04
Weeks 4 to 10
Grant of probate applied for and issued by the Supreme Court.
- 05
Months 3 to 6
Assets collected, debts and tax paid, property transferred or sold.
- 06
Month 6+
Estate accounts prepared and distributions made to beneficiaries.
Resources
Read before you decide.
Plain-English guides on the parts of estate planning that matter most.
FAQs
Common questions.
Still unsure? Call us on (03) 9008 7224 and speak to a lawyer, not a call centre.