About WillSafe
Many people store their Will at home where it can be stolen, lost or damaged. If a Will can't be located when needed, it could cost your estate thousands of dollars in additional costs. There is also a serious risk your assets will not be distributed as you would have liked.
When you store your Will, Power of Attorney and Enduring Guardianship documents in our WillSafe:
- they can be easily accessed when needed
- electronic copies are made for added security.
Documents you can store
You can store your:
- Will
- Power of Attorney
- Enduring Guardianship, including an Advance Care Plan/Directive.
Having these important legal documents in one place reduces the chance of problems arising when you pass away or lose capacity.
How to deposit and access your documents
1
Contact us
Phone 1300 10 20 30 to make an appointment at your local NSW Trustee and Guardian branch.
2
Attend your appointment
Attend your appointment and bring:
- your original signed and witnessed document(s)
- a copy of your document(s) being stored
- current identification e.g. passport or driver licence
- a completed deposit form.
3
Pay and deposit your documents
Leave your document(s) with NSW Trustee and Guardian and pay your deposit fee.
Fees can only be paid by:
- EFTPOS
- Visa or
- Mastercard
We don't accept:
- cash
- cheque
- American Express
- Diners Club
Additional fee information
You can find further information regarding our WillSafe fees.
- document storage is free of charge for clients who appoint NSW Trustee and Guardian as their executor or attorney (including first-named substitute after a solely appointed executor or attorney)
- no additional cost for the number of years you store your documents
- no cost for retrieval
4
How to access your document/s from WillSafe
If you would like to access your original document/s, call 1300 10 20 30 and one of our professional consultants will assist you.
WillSafe deposit form
Complete the WillSafe form, and bring the following documents to your appointment:
- your original signed and witnessed document(s)
- a copy of your document(s) being stored
- current identification e.g. passport or driver licence.
Download WillSafe brochure and formCurrent as of Friday, 12 July 2024.
Common questions about WillSafe
Why should I consider WillSafe and not a bank safety deposit box?
A safety deposit box usually has an annual fee. WillSafe is a low cost alternative with no ongoing costs.
I don’t want my family or executor to see my Will. Is WillSafe a good option for me?
Yes. Unless required by law, while you are alive we won’t allow anyone, apart from you (or someone authorised by you) to access your Will. After your death, your executor will
be able to access it and there are certain other people who may be entitled to inspect or obtain a copy of your Will after your death.
What happens if I move or live outside of NSW?
WillSafe is only available to NSW residents. If you live outside of NSW please contact your local public trustee office. However, if you previously deposited your Will with NSW Trustee and Guardian you can continue to use this service. Let us know your new contact details. We will continue to hold your Will at no additional cost.
How do I retrieve my document once I have deposited it?
Call us to arrange an appointment at one of our office locations on 1300 10 20 30 and we will retrieve your document.
Please allow 5 business days notice to ensure we have enough time to deliver your Will to your nominated office location prior to your appointment. Please bring a form of current identification (e.g. passport, driver’s licence, pension card, or health card) to your appointment.
Do I have to pay a fee if I change my Will, Power of Attorney or Enduring Guardianship documents?
We have kept our fees as low as possible and our fee structure simple. If you access your original Will, Power of Attorney or Enduring Guardianship and need to deposit it again or replace it with a
new one, you will pay a $29 fee (GST inclusive). This low fee covers administration, transport and storage costs.
Can someone else deposit a Will, Power of Attorney or Enduring Guardianship, on my behalf?
No. You will need to attend in person so that we can verify your identity and so you can sign the deposit form.
Who should I notify once I have stored my documents?
Be sure to let your executor know where your Will is stored, you could also let your beneficiaries and loved ones know.
Also, let your attorney know where your Power of Attorney is stored and your guardian know where your Enduring Guardianship is stored.
How will my executor access my Will once I die?
Your executor will need to contact NSW Trustee and Guardian. They will need to bring a copy of the Death Certificate and an original identification document to the appointment.
Contact NSW Trustee and Guardian
For general enquiries, call:
- 1300 109 290 within Australia
- +61 2 9240 0702 from overseas
More options to contact us.
Between September and November, some customers will receive a survey by email, phone or post about a recent experience with us. The survey feedback will help us improve our services. Read more about these surveys in our News Section