NSW Trustee & Guardian Will and Power of Attorney Concession

What Is This Payment?

NSW Trustee & Guardian is the NSW Government body that prepares wills and powers of attorney. Under this concession, eligible card holders can have these documents drafted at no cost or at a reduced fee, so that having a valid, professional will is affordable for people on a low or fixed income.

The rule database classifies it as a Group B benefit with eligibility_only as its result role. The product confirms whether you are likely eligible for the concession; it does not output a dollar amount, because the benefit is the waived or reduced fee for the legal work rather than a payment.

Both a will and an enduring power of attorney are covered, which together let you set out how your estate is handled and who can make decisions on your behalf if you are unable to.

How Much Can You Get?

The amount block is eligibility_only with period: none. There is no cash payment; the value is the free or reduced fee for preparing your will and power of attorney.

• Free or discounted drafting: eligible concession card holders pay nothing or a reduced fee for the legal preparation.
• Will and power of attorney: the concession covers both documents, not just the will.
• Saved legal cost: the benefit equals the private fee you would otherwise pay a solicitor.

Eligibility Conditions

The eligibility block is an all set, so every condition must pass before the concession applies.

1. You live in New South Wales: state = NSW. The concession is for NSW residents.
2. You hold an eligible concession card: concession_card_type is one of pensioner_concession_card, health_care_card, low_income_health_care_card, commonwealth_seniors_health_card or dva_gold_card.

You will need to present your concession card as evidence when arranging the documents. NSW Trustee & Guardian then prepares your will and power of attorney free or at the reduced concession rate.

The product surfaces this concession to eligible cardholders because the cost of a professionally drafted will is a common reason people put off making one, and many do not realise the work is free or discounted for them through NSW Trustee & Guardian.

How To Apply

The channels are online and phone through NSW Trustee & Guardian. You will need to provide your concession card as evidence.

• Contact NSW Trustee & Guardian online or by phone to arrange your will and power of attorney.
• Provide your eligible concession card so the free or reduced fee can be applied.
• Work through your wishes with NSW Trustee & Guardian, who prepare and finalise the documents.

Read the official NSW Trustee & Guardian will guidance

Rule-Based Scenarios

Scenario 1: a pensioner making a first will

Bill, who holds a pensioner concession card, has never made a will. He arranges one with NSW Trustee & Guardian at no cost, along with an enduring power of attorney, finally getting his affairs in order.

Scenario 2: a DVA Gold Card holder

Margaret, a DVA Gold Card holder, updates her will after a change in her family. The concession means the drafting is free or reduced rather than a solicitor's full fee.

Scenario 3: a Commonwealth Seniors Health Card holder

George holds a Commonwealth Seniors Health Card and wants both a will and a power of attorney. He has both prepared by NSW Trustee & Guardian under the concession.

Scenario 4: no eligible card

Sara is a NSW resident but does not hold any of the listed concession cards. Because the rule requires an eligible card, she would pay the standard fee rather than the concession rate.

Common Mistakes

• Expecting a cash payment: the concession waives or reduces the fee for the legal work; it does not pay you money.
• Thinking only the will is covered: the concession covers both a will and a power of attorney.
• Applying without an eligible card: you need one of the listed concession cards, such as a pensioner concession card or DVA Gold Card.
• Forgetting to bring your card: you must present your concession card as evidence for the free or reduced fee to apply.
• Assuming a private solicitor is required: NSW Trustee & Guardian prepares the documents, so eligible holders do not need to pay a private firm.
• Putting it off because of cost: for eligible cardholders the work is free or discounted, so cost is not a reason to delay.

Related Benefits

• NSW Seniors Card — transport and retail concessions for older residents.
• NSW No Interest Loan Scheme — up to $2,000 interest-free for essentials.
• NSW Public Dental — subsidised dental care for eligible residents.
• NSW Seniors Energy Rebate — an annual energy rebate for self-funded retirees.
• Pensioner Concession Card — federal card unlocking a wide range of concessions.
• Commonwealth Seniors Health Card — concessions for self-funded retirees.

Frequently Asked Questions