Gifts That Reach the People (and Causes) You Love
Specific bequests, charitable gifts, family heirlooms - we draft the clauses that make sure what you want to give actually ends up where you meant it to go.
- Specific cash, asset, and charitable bequests
- Tax-effective charitable giving strategies
- Precise wording to prevent disputes
What's included
- Specific cash gifts
- Specific asset bequests (property, jewellery, art, vehicles)
- Charitable bequests (fixed amount or percentage)
- Substitute beneficiary clauses
- Ademption protection where relevant
- Tax-effective structuring for large charitable gifts
A vague gift is a contested gift
The gift clauses in a will are one of the most common sources of dispute - and almost always because the wording was loose. 'My jewellery to my daughter' raises questions no one wants to answer at a reading of the will. Was the engagement ring included? What about the watches? The estate hesitates, the family argues, and the gift's meaning is lost.
- Vague gifts lead to family disputes
- Gifts to charities need the exact legal name
- Gifts to deceased beneficiaries need substitute clauses
- Specific asset gifts need 'ademption' protection
A clear process, not a legal maze.
List what you want to give
We sit down with you and list the gifts - cash sums, specific assets, charities, family heirlooms. Each gift gets its own attention.
Draft precise clauses
Sam drafts each gift clause with legally precise wording - naming, substitute beneficiaries, ademption, and residue fall-through.
Include in your will
Gift clauses sit inside your main will. If you want to change gifts later, we can update them without rewriting the whole will.
Here's what you get when you work with Sam.
Sam came to our home to sign the documents. Mum is 87 and can't easily get into the city anymore. The home visit meant we could get everything in place without disrupting her routine.
Frequently asked questions
A charitable bequest is a gift in your will to a registered charity. You can give a fixed amount, a percentage of your estate, or a specific asset. Charitable bequests are generally exempt from CGT and can reduce estate administration tax issues.
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Learn moreMake your gifts count
Book a conversation with Sam. We'll walk through the specific gifts you want to include and make sure each one is drafted to reach the right person.
- Free 20-minute initial conversation
- Fixed-fee quotes before any work begins
- Home visits available across Adelaide
- Typically 2-3 weeks to signed documents