When you store your Will with us, we go beyond just safekeeping. We offer a free appointment with your appointed executors to explain the contents of your Will, guide them on what steps to take next, and provide practical advice on how to administer a deceased estate with confidence.

As part of our commitment to long-term care, we also send our clients a free Will review reminder every five years, ensuring your estate planning stays up-to-date as your life and circumstances change.

Due to the confidential nature of most of the documents we hold on behalf of our clients, we have a strict policy in place to regulate the release of these documents.

Collecting a Will

We will only release a Will to:

1. the client who made the Will. The client can collect the document in person from our office by appointment, bearing his or her photo identification; or

2. the executor appointed under the client's Will. The executor can collect the document in person from our office by appointment, bearing his or her photo identification together with the client's original death certificate; or

3. another law firm (acting on behalf of the client) by providing us with the client's written and signed authority to release the document to them.

Please note that we do not release a Will of a client to a person who is appointed under an Enduring Powers of Attorney nor to a law firm instructed by that person. The Legal Practice Board of Western Australia can be contacted for more information.

Requesting a copy of a Will

A copy of a Will may only be provided to the client who made the Will. The client can collect the copy in person from our office by appointment, bearing his or her photo identification.

Please note that a copy of the signed Will will never be emailed or mailed to any person under any circumstances to preserve the confidential and sensitive nature of the document.

Collecting an Enduring Powers of Attorney or an Enduring Powers of Guardianship

Enduring Powers of Attorney and Enduring Powers of Guardianship can be collected from our office by appointment by the person appointed under the document as the attorney or guardian (as the case may be), subject to any client instructions we may hold to the contrary.

Collecting other documents

Depending on the nature of the documents, they may be collected from our office by appointment by the client in person bearing his or her photo identification, or by another person who holds the client's written and signed authority to release the document. Please call us for more information.