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Public Trustee WA

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uuid0055scz

Namestring
Public Trustee WA
Legal namestring
Public Trustee (Western Australia)
Company typeenum
Private
Founded yearstring
-
Descriptiontext

Public Trustee WA is a Western Australian state government entity operating under the Department of Justice, delivering independent professional trustee and asset management services to the residents of Western Australia. The organization was established in 1941 and is headquartered at 553 Hay Street, Perth, with a workforce of approximately 59 employees. Its statutory mandate covers Will preparation, Enduring Power of Attorney (EPA) drafting and acting as Donee, deceased estate administration, trust management for minors and beneficiaries, management of financial affairs for individuals deemed legally incapable, protection of personal injury and criminal injury compensation awards, and financial elder abuse prevention. The organization also runs the Give2Good charitable giving platform and provides educational events, seminars, and training.

The entity operates as a hybrid of free advisory services and fee-based professional services, with both tiers accessible to all Western Australians. Distribution is direct-to-consumer through walk-in service at the Perth office, dedicated phone lines (1300 746 116 for new enquiries, 1300 746 212 for represented persons), email, and online contact via the WA government portal (wa.gov.au). Marketing is conducted through the government's official website, Facebook, and LinkedIn. The revenue model is professional services fees on Will preparation, EPA drafting, estate administration, and trust management, alongside free advisory services. No financial figures are publicly disclosed. Public Trustee WA holds no patents, trademarks, formal partnerships, or external certifications, and reports no API, SDK, or proprietary technology assets. As a statutory state entity, it is wholly owned and controlled by the Government of Western Australia with no private shareholders or external investors.

Short descriptiontext

Public Trustee WA is a Western Australian government entity under the Department of Justice, providing independent trustee, Will drafting, Enduring Power of Attorney, deceased estate administration, and trust management services to all Western Australians via its Perth office, phone, and online channels.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersPerth, Australia
HQ citystring
Perth
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
estate administration services, will preparation services, trustee services, enduring power of attorney, deceased estate management
Industry4 codes
1Fiduciary Agency & Trustee-for-Hire Services
CodeFSAAANALPrimaryYes
2Directed Trust & Trust Advisory Services
CodeFSAAANAKPrimaryNo
3Guardianship, Conservatorship & Special Needs Trust Services
CodeFSAEAKAGPrimaryNo
4Public Asset & Investment Management
CodeBPAIAEAGPrimaryNo
NAICS code1 code
  • Executive, Legislative, and Other General Government Support921
Product category
Trustee and Estate Administration Services
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Fee-based services
TypeProfessional Services
Description

Public Trustee offers a range of fee-based community services including Will preparation advice, Enduring Power of Attorney preparation, deceased estate administration, and trustee services for those deemed legally incapable. Services are accessible to all Western Australians with both free advisory services and charged professional services.

wa.gov.au
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Infrastructure, Technology or R&D
Pricing details1 tier
1Free community services
ModelOtherBilling cadencePay-as-you-go
Notes

Free services include advice when making a Will with the Public Trustee. Services include Will preparation advice, Enduring Powers of Attorney advice, and support for private personal financial administrators.

wa.gov.au
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Public Trustee WA is a state-government statutory office that delivers professional trustee and asset management services to Western Australian residents. Core offerings include Will preparation, Enduring Power of Attorney preparation and acting as Donee, deceased estate administration, and trust management, supplemented by private administrator support, the Give2Good charitable giving platform, and financial elder abuse prevention services. Both free community advisory services and fee-based professional services are offered.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Public Trustee WA is a government agency offering a unified suite of professional trustee and asset management services to Western Australians. The core portfolio consists of Will drafting (Make a Will), deceased estate administration (Deceased Estates), Enduring Power of Attorney preparation, and Trust Management services. Supporting services include Private Administrator Support for financial administrators, Financial Elder Abuse Prevention, Events/Seminars/Training, and Charitable Giving via the Give2Good platform. The organization also provides recruitment information. These services operate Monday to Friday, 8:30 am to 4:30 pm, and are delivered as free and fee-based community services.

Product and service8 records
1Make a Will
CategoryEstate planning
2Deceased Estates
CategoryEstate administration
3Enduring Power of Attorney (EPA)
CategoryEstate planning
4Trust Management
CategoryTrust services
5Private Administrator Support
CategoryAdministrative support
6Charitable Giving (Give2Good)
CategoryCharitable giving platform
7Financial Elder Abuse Prevention
CategoryProtective services
8Events, Seminars and Training
CategoryCommunity education
Expansion highlight4 records

Each record includes

Type, Description

Peers8 records
TypeBroad incumbent
Description

Australia's largest private trustee and wealth manager offering Will, estate, and trust services as part of a broader financial services portfolio. Comparable service offering but as a profit-driven incumbent rather than statutory body.

TypeDirect peer
Description

Queensland's government trustee offering Will, estate, trust, and financial administration services. Directly comparable state-level public trustee operation.

TypeBroad incumbent
Description

Major Australian private trustee providing Wills, estate administration, charitable trust, and superannuation trustee services. Competes directly with Public Trustee WA on estate and trust mandates.

4NSW Trustee and Guardian
TypeDirect peer
Description

New South Wales statutory trustee providing Will preparation, estate administration, financial management, and guardianship services. Closest peer in terms of statutory independence and full-service trustee offering.

TypeDirect peer
Description

Private-sector provider of trustee, estate administration, and Will-related services across Australia. Direct competitor for fee-based estate and trust work in WA.

TypeDirect peer
Description

South Australian statutory trustee providing Will, estate, and trust administration. Direct interstate peer in service mandate and government ownership.

TypeDirect peer
Description

Statutory government trustee in Victoria providing Will, EPA, deceased estate, and trust administration services. Direct analogue to Public Trustee WA in service scope, mandate, and government ownership.

TypeDirect peer
Description

Tasmania's government trustee offering estate administration, Will, and trust services. Closest peer in terms of small-state scale and operating model.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Public Trustee WA

Trustee and Estate Administration Servicespublictrustee.wa.gov.au

Public Trustee WA is a Western Australian government entity under the Department of Justice, providing independent trustee, Will drafting, Enduring Power of Attorney, deceased estate administration, and trust management services to all Western Australians via its Perth office, phone, and online channels.

What Public Trustee WA does

Public Trustee WA is a Western Australian state government entity operating under the Department of Justice, delivering independent professional trustee and asset management services to the residents of Western Australia. The organization was established in 1941 and is headquartered at 553 Hay Street, Perth, with a workforce of approximately 59 employees. Its statutory mandate covers Will preparation, Enduring Power of Attorney (EPA) drafting and acting as Donee, deceased estate administration, trust management for minors and beneficiaries, management of financial affairs for individuals deemed legally incapable, protection of personal injury and criminal injury compensation awards, and financial elder abuse prevention. The organization also runs the Give2Good charitable giving platform and provides educational events, seminars, and training.

The entity operates as a hybrid of free advisory services and fee-based professional services, with both tiers accessible to all Western Australians. Distribution is direct-to-consumer through walk-in service at the Perth office, dedicated phone lines (1300 746 116 for new enquiries, 1300 746 212 for represented persons), email, and online contact via the WA government portal (wa.gov.au). Marketing is conducted through the government's official website, Facebook, and LinkedIn. The revenue model is professional services fees on Will preparation, EPA drafting, estate administration, and trust management, alongside free advisory services. No financial figures are publicly disclosed. Public Trustee WA holds no patents, trademarks, formal partnerships, or external certifications, and reports no API, SDK, or proprietary technology assets. As a statutory state entity, it is wholly owned and controlled by the Government of Western Australia with no private shareholders or external investors.

Public Trustee WA firmographics

Firmographics
Name
Public Trustee WA
Legal name
Public Trustee (Western Australia)
Website
https://publictrustee.wa.gov.au
Company type
Private
Operating status
Operating
Headcount range
51–100 employees
Short description
Public Trustee WA is a Western Australian government entity under the Department of Justice, providing independent trustee, Will drafting, Enduring Power of Attorney, deceased estate administration, and trust management services to all Western Australians via its Perth office, phone, and online channels.
Ownership category
akta.pro rank

Public Trustee WA industry classification

Industry
Product category
Trustee and Estate Administration Services
NAICS
Executive, Legislative, and Other General Government Support (921)
akta.pro primary industry
Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
akta.pro secondary industries
Directed Trust & Trust Advisory Services (FSAAANAK), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Public Asset & Investment Management (BPAIAEAG)

Keywords

  • Estate administration services
  • Will preparation services
  • Trustee services
  • Enduring power of attorney
  • Deceased estate management

Where Public Trustee WA is headquartered

Location

Headquarters

HQ city
Perth
HQ country
Australia
HQ region
Oceania

Offices1 record

Markets served

Public Trustee WA business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Infrastructure, Technology or R&D

Revenue model

  1. Fee-based services: Public Trustee offers a range of fee-based community services including Will preparation advice, Enduring Power of Attorney preparation, deceased estate administration, and trustee services for those deemed legally incapable. Services are accessible to all Western Australians with both free advisory services and charged professional services.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goFree community services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Public Trustee WA product offering

Product offering

Core offering

Public Trustee WA is a state-government statutory office that delivers professional trustee and asset management services to Western Australian residents. Core offerings include Will preparation, Enduring Power of Attorney preparation and acting as Donee, deceased estate administration, and trust management, supplemented by private administrator support, the Give2Good charitable giving platform, and financial elder abuse prevention services. Both free community advisory services and fee-based professional services are offered.

Product overview

Public Trustee WA is a government agency offering a unified suite of professional trustee and asset management services to Western Australians. The core portfolio consists of Will drafting (Make a Will), deceased estate administration (Deceased Estates), Enduring Power of Attorney preparation, and Trust Management services. Supporting services include Private Administrator Support for financial administrators, Financial Elder Abuse Prevention, Events/Seminars/Training, and Charitable Giving via the Give2Good platform. The organization also provides recruitment information. These services operate Monday to Friday, 8:30 am to 4:30 pm, and are delivered as free and fee-based community services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Make a Will
  • Deceased Estates
  • Enduring Power of Attorney (EPA)
  • Trust Management
  • Private Administrator Support
  • Charitable Giving (Give2Good)
  • Financial Elder Abuse Prevention
  • Events, Seminars and Training

Companies that use Public Trustee WA

Customer profile

Segments1 record

Ideal customer profiles1 record

Public Trustee WA technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Public Trustee WA partnerships and signals

Strategic signal

Expansion highlights4 records

Public Trustee WA competitors and assessment

Company assessment

Broad incumbents

  • Perpetual Limited: Australia's largest private trustee and wealth manager offering Will, estate, and trust services as part of a broader financial services portfolio. Comparable service offering but as a profit-driven incumbent rather than statutory body.
  • Equity Trustees: Major Australian private trustee providing Wills, estate administration, charitable trust, and superannuation trustee services. Competes directly with Public Trustee WA on estate and trust mandates.

Direct peers

  • Public Trustee Queensland: Queensland's government trustee offering Will, estate, trust, and financial administration services. Directly comparable state-level public trustee operation.
  • NSW Trustee and Guardian: New South Wales statutory trustee providing Will preparation, estate administration, financial management, and guardianship services. Closest peer in terms of statutory independence and full-service trustee offering.
  • Australian Executor Trustees: Private-sector provider of trustee, estate administration, and Will-related services across Australia. Direct competitor for fee-based estate and trust work in WA.
  • Public Trustee South Australia: South Australian statutory trustee providing Will, estate, and trust administration. Direct interstate peer in service mandate and government ownership.
  • State Trustees (Victoria): Statutory government trustee in Victoria providing Will, EPA, deceased estate, and trust administration services. Direct analogue to Public Trustee WA in service scope, mandate, and government ownership.
  • Public Trustee Tasmania: Tasmania's government trustee offering estate administration, Will, and trust services. Closest peer in terms of small-state scale and operating model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Public Trustee WA social profiles

Digital presence

Public Trustee WA financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Public Trustee WA leadership team

Management profile

Number of profiles

Public Trustee WA funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Public Trustee WA M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Public Trustee WA

What does Public Trustee WA do?

Public Trustee WA is a state-government statutory office that delivers professional trustee and asset management services to Western Australian residents. Core offerings include Will preparation, Enduring Power of Attorney preparation and acting as Donee, deceased estate administration, and trust management, supplemented by private administrator support, the Give2Good charitable giving platform, and financial elder abuse prevention services. Both free community advisory services and fee-based professional services are offered.

Is Public Trustee WA a public or private company?

Public Trustee WA is a private company. It is classified as state government owned and is currently operating.

When was Public Trustee WA founded?

Public Trustee WA was founded in -1. It employs 51 to 100 people.

Where is Public Trustee WA based?

Public Trustee WA is headquartered in Perth, Australia, in the Oceania region.

How does Public Trustee WA make money?

One revenue line is on record: fee-based services.

Who are Public Trustee WA's main competitors?

Broad incumbents on record are Perpetual Limited and Equity Trustees. Direct peers are Public Trustee Queensland, NSW Trustee and Guardian, Australian Executor Trustees, Public Trustee South Australia, State Trustees (Victoria) and Public Trustee Tasmania.

Does Public Trustee WA have an API?

No public API is recorded for Public Trustee WA.

What industry is Public Trustee WA in?

Public Trustee WA's product category is Trustee and Estate Administration Services. Its primary akta.pro industry code is FSAAANAL, Fiduciary Agency & Trustee-for-Hire Services, with a secondary code of FSAAANAK, Directed Trust & Trust Advisory Services. Its NAICS code is 921.

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