Estate Planning.jpg


Protecting what you have worked hard for

If you don’t have a Will, the law will decide who gets your Estate.  Having a Will could be considered one of the most responsible things you can provide to your family.

Having a plan B which includes life insurance is also very important, however if the ownership is not recorded correctly you may also run into administration issues.

Getting these basics right is paramount to having the right amount of money in the right place, at the right time.



Important Information about why you need a Will

If you are over the age of 18 years and have assets such as savings, KiwiSaver, motor vehicles, property and other personal possessions valued at over $15,000 you need a Will to ensure those assets remain in your family, or they go to a nominated beneficiary of your choice.

Without a Will your assets may go to the Public Trust and your surviving partner or other family members will need to apply to the High Court for letters of administration to have them released.

This process is costly and can take many weeks.  In addition to this, your possessions may not end up where you would have liked, because someone else had to make the decision about how your possessions are divided up and distributed.

Having a basic, but carefully prepared Will can remove unnecessary emotional and financial pressure on your partner and other family members after your death.  It also prevents arguments about what you would like done with your possessions.

Our Wills are prepared in accordance with your direct wishes under the relevant legislation pertaining to Wills in New Zealand.  Once your Will has been signed we will also keep an electronic copy of it on file at our office for safe keeping.