I am
Reviewing your Will
heartfoundation.org.au|Helpline 13 11 12

Reviewing your Will

By regularly reviewing your Will, you can make sure it stays valid and up to date, so your wishes can be met.

I decided to include a gift in my Will to the Heart Foundation after losing Mum. I chose to make it a percentage gift, because you never know what a cash gift will be worth in the future – but a percentage is always a percentage.

- Lucy Ford, Heart Foundation supporter 

As life changes, so should your Will 

We all experience significant changes during our lives. In many cases, these events can affect the validity of your Will. Events such as marriage, separation, the arrival of children and grandchildren, travel and property purchases are all times when it might be wise to review your Will.  
 
By reviewing your Will with your solicitor or legal adviser regularly, you can make sure your Will remains valid – so you can take care of the people and causes you care about. 
 
We’ve put together the following guide to help you work out when you should review your Will, as well as the changes you may wish to make.

'Waterproofing’ your Will? 

Lucy is one of many supporters who told us that she revisits her Will regularly, to ‘waterproof’ it. 

Lucy is leaving a percentage of her estate to the Heart Foundation as she believes it’s a simple and impactful way to continue to support the cause she loves: 

Using a percentage seemed straightforward and logical. I thought: I have four foundations in mind, and I will treat them like my children, to be divided equally.

Lucy has kindly offered to share her checklist so you can ensure that your Will reflects your wishes and circumstances at the time of writing it.  

When you should review your Will 

Change in family circumstances 

  • Births, deaths, marriages 
  • Separation or divorce 
  • Starting a de facto relationship 
  • Your children remarrying or getting divorced. 

Change in the Executor or other beneficiaries 

  • Is your Executor still able to carry out their duties? 
  • Have any beneficiaries passed since writing your Will? 
  • Have any beneficiaries moved overseas? 

Change in financial circumstances 

  • Retirement is an ideal time to be proactive in your estate planning and explore tax-effective arrangements through your Will
  • A fixed sum of money in a previous Will may be of less value in ‘today’s’ dollars  

Changes in your assets 

  • Buying or selling assets such as property, cars, shares 
  • Will there be enough funds to cover any specific gifts?  

Change of residence 

  • Have you moved interstate or overseas? 

Support of a charity 

  • Does the charity you’ve included in your Will still exist? 
  • Is there a charity you’d like to support in the future? 

Access to your Will 

  • Do you have a copy of the most recent version of your Will? 
  • Have you destroyed older copies? 

Think about your pets (your beloved, extended family) 

  • Consider ways to care for your dear pet/s who may outlive you 

Talk to your legal advisor if it’s been a while since your last review 

  • Even if you haven’t experienced any of the events above, it’s a good idea to review your Will every one to two years to make sure it still reflects your wishes.  
  • Talk to your solicitor or legal adviser to make sure your review covers everything that’s needed. 

Find out more about bequests 

Request a free information pack
  • Request a call back 

You might also be interested in

Help others in need through a gift in your Will

Help others in need through a gift in your Will

Help others in need through a gift in your Will

Ian “did not hesitate” to leave 100% of his estate to the Heart Foundation....

Leaving a gift in your Will: A lasting legacy

Leaving a gift in your Will: A lasting legacy

Leaving a gift in your Will: A lasting legacy

One of the most powerful ways to help support a future without heart disease is to include a gift to the Heart Foundation in your Will...

Donate to the Heart Foundation

Donate to the Heart Foundation

Donate to the Heart Foundation

Every dollar that you donate will help fund research, support and programs that help save lives....

Join Kate in making a difference to future generations

Join Kate in making a difference to future generations

Join Kate in making a difference to future generations

Kate wanted to find a way she could make a difference to future generations...

Gifts in Wills: Common questions about bequests

Gifts in Wills: Common questions about bequests

Gifts in Wills: Common questions about bequests

Answers to questions about leaving a gift in your will for the Heart Foundation...

Celebrate the life of someone you love by giving to the Heart Foundation in their memory

Celebrate the life of someone you love by giving to the Heart Foundation in their memory

Celebrate the life of someone you love by giving to the Heart Foundation in their memory

Remember a loved one with a tribute

Remember a loved one with a tribute

Remember a loved one with a tribute

Honour the life of a loved one with a donation to the Heart Foundation. Your donation offers hope for Australian hearts....

Philanthropic investments

Philanthropic investments

Philanthropic investments

Making philanthropic investments through the Heart Foundation can transform Australians’ health. ...

Donate Monthly | Become a Regular Donor

Donate Monthly | Become a Regular Donor

Donate Monthly | Become a Regular Donor

Join the fight against heart disease....

How to prepare your Will to include a bequest

How to prepare your Will to include a bequest

You can save Australian lives by including a gift in your Will to The Heart Foundation. ...

Research Directory

Research Directory

More Australians die of Heart Disease than any other cause.

More Australians die of Heart Disease than any other cause.

More Australians die of Heart Disease than any other cause.

And the heartache lasts a lifetime. But you can help the Heart Foundation fund life-saving research to keep more families together....

Heart Health Check Toolkit

Heart Health Check Toolkit

Heart health information in your language

Heart health information in your language

A selection of heart health information brochures in a range languages...

The NSW Cardiac Rehabilitation Working Group

The NSW Cardiac Rehabilitation Working Group

Heart disease and pregnancy

Heart disease and pregnancy

Heart disease and pregnancy

Pregnancy is often referred to as the “ultimate stress test” for the body....

Sweet potato breakfast hash

Sweet potato breakfast hash

Sweet potato breakfast hash

15 minutes
Serves 2

Confidential. Personal. Reliable.

Confidential. Personal. Reliable.

Confidential. Personal. Reliable.

Got a question about your heart?...

Absolute CVD risk charts

Absolute CVD risk charts

Absolute CVD risk charts provide a visual tool to calculate CVD risk for use in practice in Australia....

How we work

How we work

How we work

One Heart, One Team...

Baking recipes

Baking recipes

Baking recipes

Find heart healthy baking recipes ...

Green power smoothie

Green power smoothie

Green power smoothie

Heart attack recovery – your first month

Heart attack recovery – your first month

Heart attack recovery – your first month

Explore the Heart Foundation’s guide on what to expect in the first month after your heart attack. ...

Support after a heart attack

Support after a heart attack

Support after a heart attack

Many different thoughts may go through your head after a heart attack and you may be presented with complicated medical info. Know where to get support. ...

Aboriginal and Torres Strait Islander peoples: Are you at risk of heart disease? 

Aboriginal and Torres Strait Islander peoples: Are you at risk of heart disease? 

Aboriginal and Torres Strait Islander peoples: Are you at risk of heart disease? 

Preventing heart disease starts with knowing your risk factors and making changes to live a healthier life. ...

Strawberry fields oats

Strawberry fields oats

Strawberry fields oats

10 minutes
Serves 2

Key healthy eating messages for heart attack recovery 

Key healthy eating messages for heart attack recovery 

Key healthy eating messages for heart attack recovery 

Eating healthy foods can help you recover and reduce your risk of more heart problems. ...

Women and heart disease

Women and heart disease

Women and heart disease

Information and resources for health professionals....

Remember a loved one with a tribute

Remember a loved one with a tribute

Remember a loved one with a tribute

Honour the life of a loved one with a donation to the Heart Foundation. Your donation offers hope for Australian hearts....

What is an arrhythmia?

What is an arrhythmia?

What is an arrhythmia?

Arrhythmia is a fault in the heart’s electrical system, which affects your heart’s pumping rhythm....

Nutrition Resources for Patients

Nutrition Resources for Patients

Nutrition Resources for Patients

Resources to help people follow a heart healthy eating pattern in their daily lives. ...

Italian veggie fritters with tomato salad

Italian veggie fritters with tomato salad

Italian veggie fritters with tomato salad

20 minutes
Serves Serves 4 (as a main meal)

How can I beat the barriers and get active for a healthy heart?

How can I beat the barriers and get active for a healthy heart?

How can I beat the barriers and get active for a healthy heart?

Heart Foundation Recovery Support and Resources

Heart Foundation Recovery Support and Resources

Heart Foundation Recovery Support and Resources

Heart Foundation programs and resources to support your recovery....

Apricot & pecan muffin bars

Apricot & pecan muffin bars

Apricot & pecan muffin bars

30 minutes
Serves 8

Driving Best Practice CVD Prevention in a Post-COVID World

Driving Best Practice CVD Prevention in a Post-COVID World

Driving Best Practice CVD Prevention in a Post-COVID World

Western Australian Cardiovascular Research Alliance

Western Australian Cardiovascular Research Alliance

Western Australian Cardiovascular Research Alliance

WACRA are the peak leadership body in Western Australian advancing research into heart, stroke and vascular disease to accelerate translation and improve health outcomes....

What's your BMI?

What's your BMI?

What's your BMI?

Are you within a healthy weight range for your height?...

Key Statistics: Cardiovascular Disease

Key Statistics: Cardiovascular Disease

Statistics and information on Cardiovascular disease in Australia. ...

Exercises to do at home

Exercises to do at home

Exercises to do at home

All you need to know about keeping active during COVID-19....