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Simple steps to leaving a legacy with Southern Cross Care

 

Step 1: Determine your estate wishes. Once you have calculated the value of your estate make a list of loved ones and organisations you would like to leave money, property or possessions to. At this stage, should you wish, please contact the Southern Cross Care Community Foundation for a confidential discussion.

Step 2: Appoint executors. Appoint one or more Executors to carry out the terms of the Will. This can be a relative, friend or legal adviser. 

Step 3: Create or update your Will. A Will is a legal document and should be prepared with the assistance of a trusted legal advisor or trustee.  If you have chosen to leave a gift to Southern Cross Care, please use our suggested wording below.

Step 4: Safely store your Will. Make sure your Will is stored in a safe place and that someone you trust knows where it is. It’s also important to make a copy of your Will for your own records. Your legal adviser will often store your original Will free of charge. 

Suggested legal wording 

The correct legal wording to include a gift to the Southern Cross Care in your Will is below. Select the wording that best reflects the kind of gift you wish to leave.

“I, [insert name here], give to Southern Cross Care (SA, NT & VIC) Inc. ABN 53 682 143 626 for its general purposes or a specific purpose. 

[Choose and insert the appropriate statement from the list below]

  1. the whole of my estate
  2. [insert number] percentage of my estate
  3. the residue of my estate
  4. the amount of $ [insert the value of your gift in cash]
  5. my [insert name of asset]

free of all duties, and the receipt of Southern Cross Care (SA, NT and VIC) Inc. will be sufficient to discharge my executor/trustee and I declare my executor/trustee shall not be responsible for seeing to the application of that gift.”