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Wills, estates and financial administration

The Public Trustee provides a range of financial and legal services for the South Australian community, including will preparation, estate administration and financial services. It acts as executor and trustee of deceased estates, manager of protected estates, attorney and where necessary litigation guardian. It also provides taxation and public education services.


Wills

Everyone should have a will that accurately reflects their wishes. If you do not have a will, or your will is poorly prepared, it can lead to legal challenges, long delays and the possibility that your assets will not be distributed as you wanted.

Public Trustee has extensive expertise in assisting people in making wills. Find out more about wills services on the Public Trustee website.


Executor services

The death of a family member or friend is an extremely difficult time, and trying to finalise their affairs while you are also grieving can be overwhelming.

The Public Trustee can act as an executor in the administration of an estate, ensuring that all assets are accounted for, all debts are paid, and that the beneficiaries receive their inheritance in accordance with the terms of the will.

Find out more about how Public Trustee can help you finalise a loved one’s affairs.


Personal financial administration

The Public Trustee administers the personal financial and legal affairs of people who are unable to manage their own affairs.

This occurs when the South Australian Civil and Administrative Tribunal (SACAT) or the court appoints Public Trustee as administrator or manager.

Reasons you may not be able to manage your financial affairs include: 

  • age
  • illness
  • disability
  • absence.

Find out more about personal financial administration on the Public Trustee website.


Enduring Power of Attorney

An Enduring Power of Attorney is a legal document that appoints someone you trust  to manage your assets and financial affairs while you are alive, if you no longer have sufficient mental capacity. This includes paying your bills, investing your money and managing your property.

More information about Power of Attorney is provided by the Public Trustee.


Trusts

A trust is a legal relationship where one person or organisation, the trustee, manages the assets for the benefit of another person or organisation, the beneficiary.

People often establish trusts in their will to provide ongoing financial security for their spouse (or domestic partner), children, and/or grandchildren. People can also start a trust for their favourite charity.

Find out more about trust services on the Public Trustee website.


Tax returns

Public Trustee handles a large number of taxation returns each year. They can assist with your tax return no matter where you live in Australia, and you don’t need to be an existing Public Trustee customer or beneficiary for them to assist you in preparing and lodging your tax return.

Find out more about the taxation services provided by Public Trustee