Making a Will in Australia

Will Requirements in Australia: Complete Legal Guide to Valid Wills 2025

Comprehensive guide to Australian will requirements including testamentary capacity (Banks v Goodfellow test), witnessing rules by state, signing requirements, and what makes a will legally valid or invalid.

This comprehensive guide covers all legal requirements for a valid will in Australia, including the testamentary capacity test, witnessing rules by state, signature requirements, and what can make your will invalid.

Quick Answer

For a will to be legally valid in Australia you must satisfy five essential requirements: being old enough, having testamentary capacity, putting your wishes in a written document, signing it, and having it properly witnessed. Missing any one can invalidate part or all of your will.

  • Age: You must be 18 or older, unless you are married, contemplating marriage, or court-authorised.
  • Capacity: You must pass the Banks v Goodfellow test, understanding the will, your property, and who may have claims on your estate.
  • Written and signed: Your wishes must be in writing and signed by you at the end of the document.
  • Witnessing: Two independent adult witnesses must watch you sign and sign in your presence and each other's; they cannot be beneficiaries or their spouses.

Summary: The Five Essential Requirements

For your will to be legally valid in Australia, you must satisfy all five essential requirements:

Requirement Summary What Happens If Missing
1. Age 18+ years (or married/contemplating marriage) Will is void
2. Testamentary Capacity Banks v Goodfellow four-limb test Will challenged, potentially void
3. Written Document Demonstrates testamentary intent Document may not be recognized as will
4. Signature Will-maker signs at end of document Will is void
5. Witnessing Two independent adult witnesses sign Will is void (or gifts void if witnesses are beneficiaries)

1. Age Requirements

The Basic Rule

You must be at least 18 years old to make a valid will in Australia.

Exceptions

The following persons under 18 can make valid wills:

Exception Legislation Example Requirements
Married persons s.5 Succession Act 2006 (NSW) Currently married
Contemplation of marriage s.5 Succession Act 2006 (NSW) Will states it's made in contemplation of specific marriage
Court authorization s.16 Succession Act 2006 (NSW) Court grants leave for minor to make will
ADF members Various Service members on active duty

Note: If a person under 18 makes an unauthorized will, it is void regardless of whether it's properly witnessed.

2. Testamentary Capacity: The Banks v Goodfellow Test

Key point

Testamentary capacity is assessed at the time the will is made, not afterwards, so a will made while you had capacity stays valid even if you later lose it. For elderly or unwell will-makers, a doctor's capacity assessment on the day of signing is strong protection against a later challenge.

The Legal Standard

Australian courts apply the Banks v Goodfellow (1870) test to determine whether someone has testamentary capacity. This 150-year-old English case remains the leading authority in Australia.

The Four Limbs

To have testamentary capacity, you must satisfy all four of the following:

Limb Requirement In Practice
1. Nature of will Understand you're making a will and its effect Know the will disposes of your property after death
2. Extent of property Understand what property you have General appreciation of assets, exact values not required
3. Claims on estate Comprehend who might have moral claims Recognize spouse, children, dependents, not necessarily legal knowledge
4. No disorder of mind Free from mental disorder that vitiates judgment No delusion or condition that specifically affects will's provisions

Timing of Capacity

Testamentary capacity must exist at the time of making the will. This means:

  • Capacity when giving instructions to a lawyer
  • Capacity when reviewing the draft
  • Capacity when signing the will

The "Golden Rule": For elderly or unwell testators, solicitors often obtain a medical opinion on capacity at or near the time of execution, this provides evidence if the will is later challenged.

Key Australian Cases on Capacity

Bull v Fulton [1942] HCA 13 The High Court confirmed that capacity is assessed at the time of execution. A will-maker who later loses capacity does not invalidate a will made when they had capacity.

Timbury v Coffee [1941] HCA 22 The court held that suspicious circumstances (such as a will favoring someone who procured its execution) require greater scrutiny of capacity.

Capacity is judged at the time of signing Courts have upheld wills made by people with early-stage dementia where medical evidence showed they had capacity at the specific moment of execution. A diagnosis on its own does not remove testamentary capacity.

Capacity Challenges

Wills are most commonly challenged on capacity grounds when:

  • Will-maker had dementia diagnosis
  • Will-maker was in hospital or care facility
  • Will significantly changed from previous wills
  • Will excludes close family members
  • Will favors someone who "helped" make it

3. Written Document Requirements

Form of the Document

Your will must be in writing. This includes:

✅ Typed and printed ✅ Handwritten (holograph) ✅ Combination of typed and handwritten ✅ Electronic document (in some states with specific requirements)

Required Content

Element Status Best Practice
Heading identifying as will Recommended "This is the last will and testament of..."
Revocation clause Highly recommended "I revoke all former wills and testamentary dispositions"
Appointment of executor Recommended Name primary and backup executors
Beneficiary provisions Essential Clear identification of who receives what
Residuary clause Highly recommended Catches any assets not specifically gifted
Date Recommended Helps determine which will is most recent
Attestation clause Highly recommended Confirms proper witnessing occurred

What the Document Must Demonstrate

The document must show testamentary intent, that you intended it to be your will. Key indicators include:

  • Title identifying document as a will
  • Language of disposition ("I give, " "I bequeath, " "I leave")
  • Provisions effective on death
  • Appointment of someone to administer estate

4. Signature Requirements

The Basic Rule

You must sign your will at the end (foot or end) of the document.

How to Sign

Method Valid? Requirements
Full signature ✅ Yes Your usual signature
Initials ✅ Maybe If intended as signature and you use initials generally
Mark (X) ✅ Yes If you can't write; witnessed and attested
Signature by another ✅ Yes At your direction, in your presence, with witnesses
Thumbprint ✅ Maybe Depends on jurisdiction; best combined with mark

Signing by Another Person

If you're physically unable to sign, another person can sign on your behalf. Requirements:

  1. Person must sign in your presence
  2. Person must sign at your direction (you must direct them)
  3. Both witnesses must be present
  4. Attestation should state: "Signed by [person] at the direction and in the presence of [will-maker]"

Multiple Pages

For multi-page wills:

  • Sign the final page at the end of the will content
  • Initial each page (recommended but not legally required in most states)
  • Pages should be bound together, avoid staple removal after signing
  • Page numbers can help demonstrate completeness

5. Witnessing Requirements

Key point

If a beneficiary (or their spouse or de facto partner) witnesses your will, the gift to that beneficiary is void in NSW, QLD, TAS and several other states, though the rest of the will stays valid. This rule does not apply in Victoria or South Australia. Using two independent witnesses who receive nothing under the will avoids the problem in every state.

Core Requirements (All States)

Requirement Standard Rule
Number of witnesses Two (2)
Witness age 18 years or older
Witness capacity Must understand they're witnessing a will
Beneficiary prohibition Cannot be a beneficiary in the will
Spouse/de facto prohibition Cannot be married to/de facto partner of beneficiary
Presence Must be present when will-maker signs
Signing order Witness signing after will-maker
Mutual presence Witnesses sign in presence of will-maker AND each other

The Witnessing Sequence

Correct Order:

  1. All three people gather in the same room
  2. Will-maker signs the will (or acknowledges previous signature)
  3. First witness signs in presence of will-maker and second witness
  4. Second witness signs in presence of will-maker and first witness
  5. Attestation clause completed (if not pre-printed)

Incorrect (Invalid):

❌ Witnesses signing before will-maker ❌ Will-maker signing alone, then having witnesses sign separately ❌ Witnesses signing without both being present ❌ Video witnessing without meeting state-specific requirements

Beneficiary as Witness: The Consequences

Under s.10 Succession Act 2006 (NSW), and equivalent provisions in QLD, TAS and several other states:

Situation Consequence
Beneficiary witnesses will Gift to that beneficiary is VOID
Spouse of beneficiary witnesses Gift to beneficiary spouse is VOID
De facto partner of beneficiary witnesses Gift to beneficiary partner is VOID
Rest of will Remains valid

Key Point: The will doesn't become invalid, only the specific gift to the witnessing beneficiary fails. This does not apply in Victoria (Wills Act 1997 s11) or South Australia (Succession Act 2023 s13), where a beneficiary-witness keeps their gift.

State-by-State Witness Variations

State Remote Witnessing Legislation
NSW Yes (permanent) Electronic Transactions Amendment (COVID-19 Witnessing of Documents) Regulation
VIC Yes (permanent from 2024) Justice Legislation Amendment Act 2024
QLD Yes (extended) Justice and Other Legislation Amendment Act 2022
SA Limited Check current provisions
WA Limited Traditional requirements generally apply
TAS Limited Wills Act 2008
ACT Yes COVID-19 Emergency Response Legislation
NT Limited Wills Act 2000

Informal Wills: The Dispensing Power

What is an Informal Will?

An informal will is a document that doesn't meet formal execution requirements but may still be admitted to probate.

Dispensing Power Legislation

State Section Test
NSW s.8 Succession Act 2006 Court satisfied document "embodies testamentary intentions"
VIC s.9 Wills Act 1997 Court satisfied person intended document to be their will
QLD s.18 Succession Act 1981 Court satisfied of testamentary intentions

What Documents Have Been Admitted?

Courts have granted probate to:

  • ✅ Unsigned draft wills
  • ✅ iPhone videos (Re Yu [2013] QSC 322)
  • ✅ Text messages
  • ✅ Computer files
  • ✅ Handwritten notes
  • ✅ Letters to family members

What Has Been Rejected?

  • ❌ Documents with ambiguous intent
  • ❌ Drafts clearly intended as preliminary only
  • ❌ Documents with inconsistent provisions
  • ❌ Where deceased made subsequent formal will

Important Warning

Key Point: Relying on informal will provisions is never a good strategy. Courts require clear evidence of testamentary intent, and applications are expensive (typically $5,000-20,000 in legal fees). Always create a properly executed will.

What Makes a Will Invalid?

Grounds for Invalidity

Ground Effect Can It Be Saved?
Lack of age Wholly void No
Lack of capacity Wholly void (if proven) No
Improper witnessing Wholly void OR may be saved as informal will Possibly
Beneficiary witness Specific gift void, rest valid Gift void unless court order
Undue influence Wholly or partially void No
Fraud/forgery Wholly void No
Revocation by marriage Wholly revoked Only if made in contemplation
Later valid will Earlier will revoked N/A

Revocation by Marriage

In most Australian states, marriage automatically revokes a will unless:

  • The will states it was made "in contemplation of marriage" to the specific person
  • The will states it's not to be revoked by marriage

De facto relationships do NOT revoke wills automatically.

Frequently Challenged Will Scenarios

Scenario 1: The Hospital Will

Risk: Will made while in hospital, signed by nurses as witnesses. Challenges: Capacity questioned; nurses may be beneficiaries of hospital. Protection: Obtain capacity assessment from doctor; use independent witnesses.

Scenario 2: The Changed Will

Risk: Will significantly different from previous wills, especially if it excludes family. Challenges: Undue influence; lack of capacity. Protection: Document reasons for changes; obtain capacity evidence; have lawyer involvement.

Scenario 3: The DIY Will

Risk: Purchased will kit, no legal advice. Challenges: Witnessing errors; ambiguous language; missing provisions. Protection: Have lawyer review before signing; follow witnessing requirements exactly.

Checklist: Before You Sign

Use this checklist to ensure your will meets all requirements:

Will-Maker Checklist

  • I am 18+ years old (or married)
  • I understand what I own and who should receive it
  • I am making this will freely (no pressure from anyone)
  • The document clearly identifies itself as my will
  • The document revokes my previous wills
  • I have appointed executors (primary and backup)
  • All my assets are covered (including residuary clause)
  • The document is ready to sign

Witnessing Checklist

  • Two witnesses ready (both 18+ years old)
  • Neither witness is a beneficiary
  • Neither witness is married to/de facto partner of a beneficiary
  • All three of us are in the same room
  • I will sign first, while both witnesses watch
  • Each witness will sign while I watch and the other witness watches
  • We will complete the attestation clause

Next Steps

A valid will requires attention to detail. Don't leave room for challenges, ensure every requirement is met.

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Ready to create your will? Get started with WillBuddy, our AI-guided platform ensures all legal requirements are met, with built-in error checking and state-specific compliance.

Legislation and Official Resources

Will-making in Australia is governed by each state and territory's own succession legislation. The core statutes include:

Because requirements differ between states and are amended over time, always confirm the current rules for your state, or seek advice from a qualified legal professional.

Last updated: November 2025. This article provides general information about will requirements in Australia and does not constitute legal advice. For complex estates or potential challenges, consult a qualified solicitor.

Reviewed and current as at 12 June 2026.

This article is general information only and is not legal advice. Laws change over time and vary between Australian states and territories, so always confirm the current position and consider advice from a qualified legal professional for your specific circumstances.