Order a Will

An up to date Will is one of the most important documents that you can have. It allows you to specify how you will provide for your loved ones and how your affairs should be managed.

Wills start from $400 plus GST and disbursements depending on how complex your instructions are. Once we receive your completed form we will be in contact to:

Let you know much your Will is going to cost; and
To discuss your instructions to make sure we get everything right for you.

We will then prepare a draft for your approval, and once you are happy with it, to arrange for it to be properly signed.

If you would prefer to discuss your requirements with us, please do not hesitate to contact us.

Please complete the form below

Your full name (including middle names)

First Name

Last Name

Occupation

Address

Email Address

Phone

Do you have a spouse or partner?

Your spouse or partner's full name (including middle names)

First Name

Last Name

Spouse/partner's occupation

Spouse/partner's city in which they live

Your spouse/partner is your

If you have a partner, are we to prepare a Will for your spouse or partner also?

Do you intend to marry/enter civil union soon?

Do you have a family trust?

Would you like advice as to whether or not you should set up a family trust?

If you are unsure as to whether or not a family trust is a good idea for you, let us know and we will be in contact to advise you in this regard

Who is to be your Executor/Trustee (full name)

This should be a trusted relative or friend who will be responsible for carrying out your wishes. You can choose one or more persons. If you are in a long term relationship it is common for partners to select each other in the first instance, with a backup person (or two) if their partner pre-deceases them

First Name

Last Name

Executor's occupation

Executor's city in which they live

Executor's relationship to you

Complete if you want more than one Executor or a substitute person/s if your first choice is not available

First Name

Last Name

Occupation

City in which they live

Their relationship to you

They are to be:

Complete if you want a third Executor (Full name)

First Name

Last Name

Occupation

City in which they live

Their relationship to you

They are to be:

Do you wish to leave any specific assets to someone in particular?

Assets are anything you own which has monetary or sentimental value. Do you wish to leave specific gifts or money or assets to someone in particular? If so, please specify these items and the full names, address and relationship to you of the person who is to receive them.

Who do you wish to leave all other assets to?

Please specify who should receive everything else. Please include their full names, address and relationship to you. Think about how you may like to divide your assets (in equal or unequal shares) and specify this too. I.e. My brother, John Smith of Auckland is to receive 30%

If you have any children under 18 years, who do you wish to appoint as their guardian? (Full names)

First Name

Last Name

Occupation

City in which they live

Relationship to you

Do you have any special requests regarding treatment of your body that you would like included?

i.e. do you wish to be buried or cremated? Ashes scattered in a certain place? Military funeral? Donate your body for medical research, organ transplant or otherwise for the benefit of medical science? (nb. such requests are to help guide your executor but are not legally binding).

Is there anything else you wish to mention or would like to discuss with us?