Trust Formation
Trust
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Set up your family trust from start to finish.
We’ll meet online to talk through your situation and structure your trust properly.
Includes:
Trust Deed
Initial Trustee Resolution
Letter of Wishes
Legal guidance on how everything works
Good to know:
Asset transfers are not included (we’ll explain next steps)
How it works:
Online appointment via Google Meet
$50 deposit to book
Balance paid after your appointment
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$2,500 total
$50 initial payment to book, balance after your appointment
Trust & Wills
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Your trust set up and your Wills aligned with it.
Includes everything in Trust Formation, plus:
Individual or couple Wills
Online Will questionnaire
Online appointment & legal advice
Executors, gifts, funeral wishes
Trust-aware Wills (so everything works together)
Legally valid Wills, ready to sign
Appointments held online.
After-hours and weekend times available.Best if you’re setting up a trust and want your Wills done properly at the same time.
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$50 initial payment to book, balance after your appointment
Individual — $3,150
Couple — $3,500
Most popular
Trust & Wills & EPAs
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The full setup trust, Wills, and decision-making covered.
Includes everything in Trust + Wills, plus:
EPA for Personal Care & Welfare
EPA for Property
Online EPA questionnaire
Drafting included
Everything in EPAs
EPA for Personal Care & Welfare
EPA for Property
Online EPA questionnaire
Drafting included
Good to know
Your Will and EPAs are prepared ready to sign
EPA signing and witnessing is not included, your EPA must be signed and witnessed by an authorised person, in accordance with the Protection of Personal and Property Rights Act 1988
Additional fees may apply, typically between $200–$600 depending on your circumstances, you may need to see another lawyer to complete signing, who will charge separately for that work
This is the most complete option if you want everything sorted at once.
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$50 initial payment to book, balance after your appointment
Individual = $3,500
Couple = $4,100
Signing and witnessing is not included in this service
Additional fees may apply, typically between $200–$600 depending on your circumstances, you may need to see another lawyer to complete signing, who will charge separately for that work
How It Works
It’s only three simple steps
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Choose your service and an appointment time that suits you, with evening and weekend options available.
You'll receive a online questionnaire to complete before we meet.
All appointments are held via Google Meet, so you can attend from anywhere in New Zealand. -
We'll meet online to discuss your circumstances, talk through your wishes and answer your questions.
You don't need to have everything figured out beforehand. We'll explain your options and guide you through each decision.
After your appointment, we'll email your draft documents and a written summary for you to review. You can ask questions and request changes before anything is finalised. -
Once you're happy with your documents and the remaining balance has been paid, we'll email your final documents with clear signing instructions.
Listen to what our clients are saying
Frequently Asked Questions
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Yes. If you are over 18 and have more than $40,000 in things like KiwiSaver, savings, a home, life insurance, or shares, you need a Will.
If you are a parent, you also need a Will. It helps plan who will care for your children if you are not here.
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A person who dies without a Will is called intestate, most people don’t know what happens if you die without one. It’s a common myth that the government can claim your money and assets, but that’s not true (unless all other options have been exhausted). They do however decide how your assets get divided between your family members. Creating a Will means you stay in control of how your assets are shared with your beneficiaries, instead of your children receiving a lump sum when they turn 18.
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For a Will to be valid, it must:
Be in writing
Include the date it was signed
Be signed by you (the will-maker)
Be signed by two witnesses who are present at the same time as you sign
The original signed Will should be stored somewhere safe, where your executors or family can easily find it when needed.
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Enduring Powers of Attorney (EPAs) apply to your medical, legal, and financial matters while you are still alive, usually if you have an accident or medical emergency and can’t make decisions for yourself.
In contrast, your Will only takes effect after you pass away. EPAs help make sure someone you trust can act for you if something happens during your lifetime.
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We cover all bases, including blended families, trusts, businesses, shared home ownership, overseas assets, and more.
There hasn’t been a situation we haven’t been able to work through. But if your needs fall outside our scope, we’ll let you know upfront, and we guarantee a full refund.
Get it done now — your future self will thank you.
Most Kiwis don’t have a will, because they think they don’t need one. But if you have over $40,000 in assets, you NEED a will to prevent your loved ones from dealing with costly delays and stress.