As you know, your financial choices involve more than whether to get that daily flat white or not. Whether you are afraid of leaving debt to your loved ones, or want to ensure your children don’t use your inheritance to pay off someone else’s debt, having a good Estate Plan in place makes all the difference.

Having an up-to-date Will is the first crucial step to overall financial health, but there is more to safeguarding your assets. Being informed about your options can help really take control.

To help you take the first step towards a solid Estate Plan, we have secured the following discounted rates for you with Perpetual Guardian:

• FREE ONLINE WILLS* if Perpetual Guardian is the executor. Discount of $100;
• Consultation based Wills from $100*. Discount of $50 off standard rates; and
• $350 bundle for one Will and two EPAs* (for Property and Personal Care and Welfare). Discount of $100 off standard rates.

You can take advantage of this opportunity by completing the form below and we’ll have someone contact you at a time you specify.  If it is the FREE WILL option, you will be sent a link to complete your will online.

Simply fill out the form below to get started.

* Terms and Conditions

Did you know that 50% of New Zealanders don’t have a current Will?

By not having a Will, you put the future of your assets and your family at risk.

When you make a Will you are completing a final act of love for your family.

If you die without a Will, the law is very precise as to how your estate will be divided.

If you don’t have a Will, after you die:

• There may be long delays in distributing your assets because of Court processes which could take months to resolve.
• Due to these processes, your estate will face additional legal costs.
• If you have young children, there could be uncertainty as to their future custody. A Will allows you to nominate the guardian you want for your children.
• Your assets may not go those you would have liked. The law will dictate, not you.
• In addition to the grieving process, your family could undergo a lot of unnecessary heartache while they try to resolve these issues.

With a Will:

You can provide your family with peace of mind during what is a period of sadness and uncertainty.

If you would like to talk with someone about a will, call us or complete the form below.