In today’s episode Dev interviews special guest Marlee Viero who is a lawyer specialising in wills and estate planning. They chat about:

👉🏾 what happens when you don't have a will?

👉🏿 do it yourself will kits

👉🏻 what is an executor?

👉 what is a beneficiary?

👉🏼 what is a guardian?

👉🏽 what about kids under 18?

👉🏾 distribution of assets, special items, etc.

👉🏿 what is a testamentary trust?

Find out more about Marlee & the Nest Legal team: www.nestlegal.com.au

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf

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