Your July legal to-do list: 5 smart steps for the new financial year 

July is a great time to get things in order. Financial year legal planning helps you stay in control and avoid unnecessary stress later. 

This blog outlines five key legal tasks to consider now: your Will, powers of attorney, super and insurance nominations, business structure and property records.

Review your Will as part of financial year legal planning 

Your Will should reflect your current circumstances. If you’ve recently bought property, changed jobs, started a new relationship or had children, it may be time for an update.  

You might also want to change who you’ve named as executor or beneficiary. Especially, if roles or relationships have shifted.  

With the right advice, reviewing your Will is straightforward. Our trusted Geelong law firm gives you clear support and help ensure everything is legally valid and aligned with your wishes.  

With probate fees increasing in Victoria, a valid and well-prepared Will helps reduce unnecessary legal costs and delays for your loved ones.

Add powers of attorney to your legal plan 

These documents let someone you trust act on your behalf if you can’t. This includes money, property, or health decisions. 

We will explain what each type covers, help you choose the right people and set the terms. These steps make your legal planning more complete. 

For example, you may prefer different people to manage financial and health decisions. We help you create a clear, workable plan. 

Review your super and insuranve nominations 

Superannuation and life insurance are not automatically covered by your Will. These payments usually go to the people listed on your nomination forms. 

Your nominations determine who receives these funds if you pass away. If your circumstances have changed, such as a new relationship, separation or job change, outdated details can lead to delays, disputes or outcomes you did not intend. 

We help you locate your nominations, check that they are valid, and ensure they align with your broader estate plan. 

Check your setup with business lawyers in Geelong 

July is a good time to review your business structure. This keeps your documents up to date and supports future planning. 

Our business lawyers in Geelong work with all business types. We help update ownership, agreements, and legal structure, and support growth, sale, or leadership changes. 

Check property records and fix any gaps 

If you’ve bought or sold a home or land, now is a good time to make sure all legal papers are in order. 

We review titles, contracts, and name changes. As a Geelong law firm, we understand local processes and help resolve any issues. 

Start the year with a clear legal plan 

Financial year legal planning helps you stay in control. A strong start brings peace of mind all year. 

Whyte Just & Moore Lawyers is a long-standing Geelong law firm. Our team includes estate lawyers, property experts, and business lawyers in Geelong. 

We guide you through each step with care and straightforward advice. Request an appointment online at or call (03) 5222 2077.