Leave a Bequest

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Including a charity like Epilepsy Action Australia in your will is one of the most powerful ways to make a difference. After carefully considering your family and friends in your Will, making a bequest to EAA leaves a lasting legacy which will continue to make a difference well into the future for those living with epilepsy.

The importance of making a Will

A Will is an important and personal document. By planning a Will carefully and regularly updating it you will know that your wishes will be fulfilled. A Will is a legally recognised document which states, in writing, how you want your assets distributed among those important to you. A bequest is part of a Will and relates to a gift or share of your assets.

 

Who should make a Will

Everyone 18 years or over should have a valid Will. Otherwise, when you die, there is no guarantee your wishes will be fulfilled. Your estate may be distributed in accordance with State laws.

 

Making your Will

You need to make sure for your own sake and for those you care about that your will:

Is accurately worded to reflect your wishes

Is administered in a professional manner

Your beneficiaries are informed on matters that affect them

 

Ensuring your Will is valid

For your Will to be valid it needs to be witnessed by two adults of sound mind. The Bequest image witnesses must not be benefiting from the estate or be a spouse of a beneficiary. Witnesses should print their name and address when signing.

You may leave your property to anyone you choose. However, if you do not provide for your spouse and children the Will could be contested. If you have strong reasons to exclude someone, you should provide.

 

Who should prepare your Will

Ideally, your Will should be prepared by your Solicitor, Public Trustee or Trustee company. This will ensure your Will is valid and reflects your wishes. You should have it checked every few years so it remains current.

 

Changing your Will

A Codicil, which is an additional document that becomes part of your Will, is a legally accepted way of changing your Will. It is also the easiest way of including a charity in your current Will.

 

Wording of a bequest to Epilepsy Action Australia

After providing for those who matter most to you, there are several ways you can choose to make a bequest to Epilepsy Action Australia. We also suggest you include the following statement in your Will with either of the four wording options:

“The receipt of the treasurer, secretary or public officer for the time being of the Epilepsy Association is an absolute discharge to my Executor.”

 

Epilepsy Action Australia is the trading name of Epilepsy Association (ABN 61000 533 791).

1. If bequeathing the residue of the Estate:

“I give and bequeath to the Epilepsy Association (ABN 61000 533 791) the residue of my Estate to be used for its principal purposes and free from all taxes, duties and charges.”

2. If bequeathing a share of the residue of the Estate:

“I give and bequeath to the Epilepsy Association (ABN 61000 533 791) (the desired percentage)% (or share) of the residue of my Estate to be used for its principal purposes and free from all taxes, duties and charges.”

3. If bequeathing a share of the Estate:

“I give and bequeath to the Epilepsy Association (ABN 61000 533 791) (the desired percentage)% (or share) of my Estate to be used for its principal purposes and free from all taxes, duties and charges.”

4. If bequeathing a specific sum or nominated asset:

“I give and bequeath to the Epilepsy Association (ABN 61000 533 791) $(amount) (or item) to be used for its principal purposes and free from all taxes, duties and charges.”

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