Free Estate Planning Resources
Get practical guides, checklists and workbooks to help you understand Wills, estate planning, and protecting your family’s future.
Whether you’re starting your first estate plan, updating an existing Will, or trying to understand complex estate planning options, our free resources explain the key decisions you need to consider.
Created by Queensland estate planning lawyer Jacqui Thomas, Director of Sun Wills & Estates.
All our resources are general information only – not legal advice.
By using our website [including accessing downloads!] you agree to our Terms and Conditions, and Privacy Policy
What estate planning resources do I need?
Estate planning resources can help you understand:
what documents make up a complete estate plan
how Wills work
who should make decisions for you if you lose capacity
how to protect children and vulnerable beneficiaries
how superannuation and assets pass after death
whether a testamentary discretionary trust may be appropriate
We provide free guides, workbooks and checklists to help Queensland families make informed estate planning decisions.
The Complete Estate Plan Guidebook
Everything you need to know before making a Will in Queensland.
Learn how Wills, Enduring Powers of Attorney, Advance Health Directives, superannuation, testamentary discretionary trusts and estate planning work together to protect you and the people you love.
Download includes:
✓ The documents every Queensland adult should understand
✓ Common estate planning mistakes to avoid
✓ How to protect young children
✓ Superannuation explained
✓ Testamentary discretionary trusts made simple
✓ Choosing the right executors and attorneys
The information in this ebook is general information only and not legal advice.
The Complete Testamentary Guardian Workbook
Everything you to need to know about appointing a guardian for your child, all in one place.
Choosing who would care for your child if you died is one of the biggest decisions you may need to make as a parent.
Our free Complete Testamentary Guardian Workbook will help you understand what a testamentary guardian is, work through the issues you may need to consider, and feel more confident about choosing the right person for your child.
Download includes:
✓ Explanation of what a testamentary guardian is
✓ What happens if there’s a dispute after you die
✓ What if you’re separated from your child’s other parent
✓ Questionnaire to find the best fit for your family
The information in this ebook is general information only and not legal advice.
Preparing Kids for Death and Funerals
A free guide to help children understand death, grief and saying goodbye.
Talking to children about death is never easy.
Whether you're facing the death of a grandparent, friend, or beloved pet, knowing what to say can feel overwhelming.
Our free guide provides practical, age-appropriate advice to help you have honest conversations, prepare children for funerals and support them through grief with confidence and compassion.
Inside you'll discover:
✓ How children understand death at different ages
✓ Tips for talking about death honestly and compassionately
✓ How to prepare children for funerals
✓ Ways children may express grief
✓ Practical strategies for supporting children after a loss
✓ Recommended children's books about death, grief and big emotions
✓ Guidance for the death of a family member or pet
The information in this ebook is general information only and not legal advice.
Buying Property and Estate Planning
Bought a property? Congratulations. Now make sure it's protected.
Buying a home is one of life's biggest milestones. It's also one of the most important times to review your estate plan.
Our free guide explains what happens to your property if you die or lose decision-making capacity, and the legal documents that help protect you, your family, and your assets.
Inside you'll learn:
✓ What happens to your property if you die
✓ What happens if you lose decision-making capacity
✓ How property ownership affects your estate
✓ The essential estate planning documents every property owner should have
✓ A step-by-step estate planning checklist after buying a home
The information in this ebook is general information only and not legal advice.
Super Basic: the fundamentals of superannuation
Understand your superannuation, before it's too late.
Superannuation is one of the largest assets many Australians will ever own, yet it's also one of the least understood.
Our free guide explains how superannuation works, when you can access it, what happens to it when you die, and why your Will may not control who receives it.
Inside you'll learn:
✓ How superannuation works
✓ When you can access your super
✓ What happens to your super when you die
✓ Who can receive your superannuation death benefits
✓ What a Binding Death Benefit Nomination is
The information in this ebook is general information only and not legal advice.
Testamentary Discretionary Trusts
Learn how a testamentary discretionary trust can protect your family's inheritance.
Thinking about including a testamentary discretionary trust in your Will?
Our free guide explains how testamentary discretionary trusts work, their potential benefits and limitations, and when they may be worth considering as part of your estate plan.
Inside you'll learn:
✓ What a testamentary discretionary trust is
✓ How it works after someone dies
✓ Asset protection benefits
✓ Tax considerations
✓ Protecting children's inheritances
✓ Protecting vulnerable beneficiaries
✓ Case study examples
The information in this ebook is general information only and not legal advice.
Standard Will v Testamentary Discretionary Trust Will
Which type of Will is right for your family?
A standard Will and a testamentary discretionary trust Will can both distribute your estate after you die, but they don't provide the same level of flexibility, asset protection, or tax planning opportunities.
Inside you'll discover:
✓ The key differences between the two types of Wills
✓ A side-by-side comparison table
The information in this ebook is general information only and not legal advice.
Your Estate Plan Journey
A step-by-step guide to creating your estate plan with confidence.
Making an estate plan doesn't have to feel overwhelming.
The information in this ebook is general information only and not legal advice.
All information on our website (including digital resources such as e-books and blog posts) is general information only and not legal advice. While efforts are made to keep information up-to-date, no guarantee is given in this respect. You must not act on or make any decision based on information on our website without formal legal advice or satisfying yourself as to the truth and accuracy of that information. Downloading or otherwise accessing these resources does not create a solicitor/client relationship.