3 September 2026

The Vicca Law Podcast

Season 3 Episode 31: What is in Your Personal Estate?

When preparing a will, one of the most important questions is: what actually forms part of your personal estate?

In this episode, Lidia Vicca explains the difference between assets you own personally and assets controlled through companies, trusts and self-managed super funds. She also explores why understanding this distinction is critical when preparing an estate plan or business succession plan.

From personally owned property and bank accounts to company assets, trust assets and superannuation, this episode provides a practical starting point for understanding what your will can — and cannot — deal with.

Common Questions Answered in This Episode

• What assets form part of my personal estate?
• Does property owned in my name form part of my estate?
• Do joint bank accounts form part of my estate?
• Does a company form part of my personal estate?
• Can I leave company assets in my will?
• Does a family trust form part of my estate?
• Can I control what happens to a trust through my will?
• Does superannuation form part of my estate?
• Does property held in a self-managed super fund form part of my estate?
• Why is business succession planning important for estate planning?

Does someone owe you money? Your first step is demanding repayment! Download our FREE letter of demand template developed over 15 years of disputes practice: https://lidia-vicca.mykajabi.com/letter-of-demand

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Visit our website www.viccalaw.com.au to download our FREE Guide on 5 Things you NEED to know about Estate Planning!

Ready to take the next step? Call us on 07 3138 9940 or visit our website www.viccalaw.com.au to book a FREE consultation.

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