The 2026/2027 Inheritance State of Play in WA

Welcome to our second annual Report on what West Aussies are thinking, doing, getting wrong and getting right when it comes to inheritance.

Now in its second year, this Report tracks deepening trends in estate planning preparedness and the likelihood of dispute — drawing on two years of candid responses from 882 Western Australians on topics most families never discuss openly.

The year-on-year comparisons make for compelling reading. The stakes are growing, awareness is rising, but the critical conversations and plans are still not keeping pace.

We cover research insights, emerging trends, generational fault lines, common myths and practical tips for getting your estate planning right, perfectly timed given the $5 trillion in Australian wealth set to change hands between now and 2050.