DIY Simple Will Pack (NSW)

For NSW adults with uncomplicated estates

$29.00 +GST

Free Download for COMPASS Members

Use this kit to:
  • Prepare a simple NSW will with step-by-step planning guidance;
  • Appoint executors, guardians and beneficiaries with substitute outcomes;
  • Set out specific gifts, personal effects and residue shares;
  • Sign and witness the will in line with NSW requirements.

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DIY Will Pack NSW: Beneficiary, Relationship, Share, If they die first table

About this Document

Use this pack if you:
  • Are an adult living in New South Wales with uncomplicated family and asset arrangements, and can answer Yes to every suitability statement in the pack
  • Want a step-by-step process to prepare a simple will, from planning worksheets through to signing and witnessing
  • Need to appoint an executor and substitute executor, choose beneficiaries and set out specific gifts, residue and backup outcomes
  • Can arrange face-to-face signing with two independent adult witnesses in New South Wales
  • Are comfortable completing your own will, with clear stop points showing when to obtain tailored legal advice
It is suited to:
  • Single adults with no children and straightforward gifts
  • Married or de facto couples who each want to prepare their own simple will
  • Parents of young children wanting to record a preferred guardian
  • People whose NSW estate is made up mainly of property, bank accounts, shares, vehicles and personal items held in their sole name or as tenants in common
What this pack covers:
  • A suitability test and plain-English guidance on what a will can and cannot control, including superannuation, jointly owned property, trusts and company assets
  • Worksheet-based planning for executors, substitute executors, guardians, beneficiaries, pets and funeral wishes
  • A DIY Simple Will template covering revocation, executor appointment, a 30-day survival requirement, specific gifts, personal effects, residue, minor beneficiaries and a final fallback
  • Optional clauses for guardians, pets and charity gifts
  • Trustee powers, digital assets and funeral wishes provisions
  • Step-by-step signing and witnessing instructions aligned with the formal requirements of the Succession Act 2006 (NSW)
  • An asset and liability record, storage and communication guidance and a final completion checklist
You receive an editable Word template and guidance pack with placeholders for the will-maker’s details, executors, guardians, beneficiaries and gifts, so you can complete, print and sign a clean document. It is a practical, lawyer-drafted starting point for uncomplicated NSW estates, not a substitute for tailored legal advice where there are blended families, vulnerable dependants, complex ownership, superannuation or capacity concerns.

How To Use This Template

This template is a starting point, not a final document. It’s been drafted by Australian lawyers to be practical and flexible, but it still needs to be reviewed and tailored for your specific business, transaction and risk profile.

Before you use it, you should:

  • Complete all placeholders, bracketed items and optional fields;
  • Remove any drafting notes or clauses that aren’t relevant to your situation; and
  • Check that party names, entity details, dates, addresses, contact details and defined terms are accurate.

Make sure the template is consistent with your other documents and obligations – including any existing contracts, policies, procedures, website terms, privacy disclosures, regulatory requirements or internal governance documents. If anything conflicts, it should be resolved before you sign, issue, adopt or implement the document.

If you are using the template as an agreement, it should be reviewed and signed by all relevant parties in accordance with applicable law and your internal signing requirements. If you are using it as a policy, procedure, notice or compliance record, it should be approved and stored under your organisation’s normal document control processes.

This template is provided as general information only and is not legal advice. Complex, high‑value, highly regulated or cross‑border matters will usually require bespoke drafting. For anything outside a straightforward use case, we strongly recommend obtaining legal advice before relying on, signing or implementing this document.

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