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 to book
Balance paid 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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Pay upfront
$50 deposit to book, balance after your appointmentIndividual — $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 and witnessing included
How EPAs are signed:
Attorneys sign first
Short follow-up signing via Google Meet
Originals couriered to us for certification
Prepaid, self-addressed courier bag required
This is the most complete option if you want everything sorted at once.
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Pay upfront
$50 deposit to book, balance after your appointmentIndividual — $3,750
Couple — $4,500
How It Works
It’s only three simple steps
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Choose a time that suits you, with weekend and evening slots available.
All appointments are held via Google Meet, so you can attend from anywhere.
You can book in two ways:
Pay $50 now + balance after your appointment – our most popular option (and you save $100).
Pay over 8 weeks – pay your first instalment today, then you’ll receive an email with a link to lock in your appointment time.
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After booking, you’ll receive a short online questionnaire that takes around 10 minutes to fill out.
This helps us understand your position before your appointment.Then we’ll meet on Google Meet to chat through everything, answer your questions, and make sure your Will and/or EPAs genuinely reflect your wishes.
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Following your appointment, we’ll:
Send your final invoice (if using the deposit option), or
Continue your payment schedule (if paying over 8 weeks).
Once the balance or final instalment is complete, your documents are finalised and emailed to you for printing and signing.
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.