For solicitors and executors

Resources and information for solicitors managing a gift in Will to Beyond Blue or a bequest through an estate.

Writing a Will

If you are preparing a Will for a client, details that may be of use to you are:

Legal Name: BEYOND BLUE LIMITED
ABN: 87 093 865 840
Street Address: Suite 501, 278 Flinders Lane, Melbourne VIC 3000
Postal address: GPO Box 1883, MELBOURNE VIC 3001

Suggested wording:

"I give free of all duties or taxes… [Please insert here the appropriate statement selected from the six options below]

the whole of my estate
[insert number] percent of my estate
the residue of my estate
[insert number] percent of the residue of my estate
the sum of $ [insert value of your gift]
(Details of specific asset – such as shares or property)

...to BEYOND BLUE LIMITED ABN 87 093 865 840 for its general purposes. The receipt of an authorised officer for the time being of BEYOND BLUE LIMITED shall constitute a full and sufficient discharge of my executor's duties.”

Administering an estate

Once you have decided on the type of gift you wish to leave, your solicitor or other professional will need these details for the wording of your Will.

You can copy and paste the following wording.

“I give free of all duties or taxes...
[Please insert here the appropriate statement selected from the six options below:

the whole of my estate
[insert number]percent of my estate
the residue of my estate
[insert number]percent of the residue of my estate
the sum of $[insert value of your gift]
(Details of specific asset – such as shares or property)

...to BEYOND BLUE LIMITED ABN 87 093 865 840 for its general purposes. The receipt of an authorised officer for the time being of BEYOND BLUE LIMITED shall constitute a full and sufficient discharge of my executor's duties.”

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Request copies of Beyond Blue's Gifts in Wills brochure

Get in touch

If you have any other questions or would like to speak to someone at Beyond Blue, please get in touch with us.

Phone: 03 9810 6100
Email: giftsinwill@beyondblue.org.au

Alternatively, write to us at the address below:

Gifts in Will Manager
Beyond Blue
GPO Box 1883
Melbourne VIC 3001

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Beyond Blue is registered as a charity with the Australian Charities and Not-for-profits Commission (ACNC). Eligible tax-deductible donations have Deductible Gift Recipient (DGR) status with the Australian Tax Office.

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