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
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.
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%
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).
Thank you! We will be in touch further shortly with a fee estimate and to begin preparing your Will.