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Lyon Legal Services

How to Prepare Your Will in Tamworth: What You Need to Know

How to Prepare Your Will in Tamworth What You Need to Know

Preparing a will is one of the most important legal steps you can take to protect your family, secure your assets, and ensure your wishes are honoured. Yet, for many in Tamworth and across New South Wales, writing a will is something that gets pushed to the bottom of the to-do list—often until it’s too late.

At Lyon Legal & Conveyancing Services, with offices in Tamworth and Inverell, we make the process clear, straightforward, and tailored to your personal circumstances. Our goal is to give you peace of mind knowing that your loved ones will be cared for, and your estate will be handled exactly as you intend.

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

Why a Will Matters More Than You Think

A will is far more than just a legal document—it’s your voice when you are no longer here to speak for yourself.

It allows you to:

  • Distribute your assets according to your wishes.

  • Appoint executors to manage your estate and ensure your instructions are followed.

  • Nominate guardians for your children, ensuring they’re raised by the people you trust.

  • Include special instructions, such as funeral preferences or charitable donations.

Without a valid will, your estate will be distributed under NSW intestacy laws, which follow a fixed formula. This means the people you care about most may not receive the support or assets you intended.

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

Key Steps to Preparing Your Will in Tamworth

Key Steps to Preparing Your Will in Tamworth

At Lyon Legal, we guide you through every stage of the will-making process to ensure nothing is overlooked.

1. Understanding Your Assets

Start by making a comprehensive list of everything you own. This includes:

  • Real estate (your home, investment properties, rural land)

  • Bank accounts and investments

  • Vehicles and valuable personal items

  • Superannuation and insurance policies

  • Items of sentimental value you wish to pass on to specific people

This step ensures you have a clear picture of what needs to be addressed in your will.

2. Choosing the Right Executors

Your executor is the person (or people) you appoint to carry out your will’s instructions. They will manage your estate, pay debts, and distribute assets.

Qualities of a good executor include:

  • Trustworthiness

  • Organisational skills

  • The ability to remain impartial in family matters

  • Willingness to seek professional help where needed

3. Deciding on Beneficiaries

Clearly outline who will receive what, and in what proportions. This prevents misunderstandings and disputes later on. Beneficiaries can be:

  • Family members

  • Friends

  • Charities or community organisations

4. Planning for Children’s Guardianship

If you have children under 18, your will is the legal document that allows you to appoint guardians. This ensures that your children are raised by people you know and trust, rather than leaving the decision to the courts.

5. Including Special Instructions

Your will can also include personal wishes, such as:

  • Funeral arrangements

  • Specific gifts (jewellery, heirlooms, artworks)

  • Charitable bequests

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

Why Use a Local Tamworth Will Lawyer Instead of a DIY Kit

While DIY will kits may seem like a quick and affordable option, they can lead to costly mistakes and legal challenges. Common issues with self-prepared wills include:

  • Failing to meet NSW legal requirements for signing and witnessing

  • Using unclear wording that creates disputes

  • Overlooking assets or beneficiaries

  • Not updating the will after major life events

By working with a local will lawyer in Tamworth, you benefit from:

  • Face-to-face consultations for clear, personalised advice

  • Knowledge of NSW succession laws

  • Tailored solutions for complex family or financial situations

  • The reassurance that your will is legally valid and enforceable

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

When Should You Review or Update Your Will?

Even if you already have a will, it’s important to review it regularly—especially after significant life changes, such as:

  • Marriage or divorce

  • The birth of a child or grandchild

  • Buying or selling property

  • Changes in financial circumstances

  • Moving to or from Tamworth

  • Death of an executor or beneficiary

A will that’s out of date can cause as many problems as having no will at all.

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

Common Myths About Making a Will

Myth 1: “I’m too young to need a will.”
Reality: Accidents and illnesses can happen at any age. A will protects your loved ones no matter your stage of life.

Myth 2: “My family will know what to do.”
Reality: Without a will, family members may disagree or face complex legal hurdles.

Myth 3: “I don’t have enough assets to bother.”
Reality: Even modest estates can benefit from a will, especially when personal items or guardianship of children are involved.

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

How Lyon Legal & Conveyancing Services Can Help

At Lyon Legal, we take the time to understand your unique circumstances. Our process includes:

  1. Initial consultation – We discuss your goals, assets, and family situation.

  2. Drafting your will – Using clear, legally sound language.

  3. Review and signing – Ensuring your will meets all NSW legal requirements.

  4. Secure storage – Offering safe custody of your will for future access.

Being based in Tamworth means we can meet in person, answer your questions in plain English, and ensure your will reflects your wishes and complies with NSW succession laws.

✅ Secure Your Family’s Future Today – Start Your Will in Tamworth

Don’t Leave It Until Tomorrow

Life can change quickly. Having a properly prepared will in place now ensures your wishes are honoured and your loved ones are protected from unnecessary stress.

Call our Tamworth office today on (02) 6764 5000 or visit www.lyonlegalservices.com.au to arrange your appointment.

FAQs About Preparing a Will in Tamworth

1. How long does it take to prepare a will?
In most cases, we can prepare your will within a few days after your initial consultation.

2. Do I need a lawyer to make a will?
While it’s not a legal requirement, using a lawyer ensures your will is valid, clear, and tailored to your situation.

3. Can I change my will later?
Yes, you can update your will at any time by making a codicil or drafting a new one.

4. What happens if I die without a will in NSW?
Your estate will be distributed according to the NSW intestacy laws, which may not reflect your wishes.

5. Can I store my will with you?
Yes, we offer secure storage at no additional cost for peace of mind.

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