Victorian State Trustees Wills and Power of Attorney Concession

What Is This Payment?

State Trustees is the Victorian Government's public trustee. Among its services it prepares Wills and Powers of Attorney, and it offers a concession discount to holders of qualifying concession cards so these documents are more affordable.

The rule database classifies this as a Group B benefit with eligibility_only as its result role, because it confirms access to a discounted service rather than calculating a fixed dollar saving.

A Will sets out how your estate is distributed, and a Power of Attorney lets someone you trust make decisions if you cannot. The concession lowers the cost of having these prepared professionally.

How Much Can You Get?

The amount block is eligibility_only with period: none, so there is no direct cash payment; the value is the reduced fee for preparing your documents.

• A concession discount on the fee to draft a Will with State Trustees.
• A concession discount on preparing a Power of Attorney.
• Professional preparation by the state's public trustee, made more affordable for cardholders.

Eligibility Conditions

The eligibility block is an all set, so every condition must pass.

1. Victorian resident: state = VIC. The concession applies to State Trustees services in Victoria.
2. Qualifying 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.

There is no separate income test beyond holding a qualifying card. The discount is applied by State Trustees when you arrange to have a Will or Power of Attorney prepared.

Because many people delay making a Will due to cost, the product surfaces this concession to cardholders so they know a discounted, professionally prepared option exists.

How To Apply

The channels are online and by phone. You contact State Trustees and present your concession card to access the discount.

• Contact State Trustees online or by phone to arrange a Will or Power of Attorney.
• Provide your concession card so the discount can be applied to the fee.
• Work through the document with State Trustees and have it finalised at the concession rate.

Read the official State Trustees guidance

Rule-Based Scenarios

Scenario 1: an older couple making Wills

Joan and Keith both hold Pensioner Concession Cards and have never made a Will. They contact State Trustees and have both Wills prepared at the discounted concession rate.

Scenario 2: arranging a Power of Attorney

Ahmed, a Health Care Card holder, wants his daughter to be able to manage his affairs if his health declines. He uses the concession to have a Power of Attorney prepared more affordably.

Scenario 3: a self-funded retiree

Helen holds a Commonwealth Seniors Health Card and updates an old Will. Because her card qualifies, she pays the concession fee rather than the standard rate.

Scenario 4: card not presented

Tom forgets to mention his concession card when arranging his Will and is quoted the standard fee. Presenting the card up front ensures the discount is applied.

Common Mistakes

• Thinking it is a cash payment: the concession is a discount on document preparation fees, not money paid to you.
• Not mentioning your card: you must present a qualifying concession card for the discount to be applied.
• Assuming a Will and a POA are the same: a Will deals with your estate after death, while a Power of Attorney covers decisions while you are alive — the concession can apply to both.
• Delaying because of cost: the concession exists precisely to make these documents affordable, so cost should not be the reason to put it off.
• Using the wrong card: only the listed cards qualify, so check your card is one of them before arranging the service.
• Overlooking a Power of Attorney: many people make a Will but forget a Power of Attorney, even though it is just as important if you lose capacity.

Related Benefits

• Victorian Bereavement Assistance — low-cost dignified funerals for those in hardship.
• Victorian No Interest Loan Scheme — interest-free loans for essentials for low-income Victorians.
• Victorian Seniors Card — concessions and discounts for older Victorians.
• Victorian Pensioner Duty Reduction — stamp duty relief for cardholders buying a home.
• Pensioner Concession Card — the federal card that unlocks many state concessions.
• Commonwealth Seniors Health Card — a federal card for self-funded retirees.

Frequently Asked Questions