A good estate plan does more than say "who gets what". It protects your family home and assets, reduces stress and conflict for the people you leave behind, and makes sure your wishes are clear and legally enforceable. For most New Zealand families, the right plan is either a will-based estate plan or a trust-based estate and asset protection plan — or sometimes both.

Every plan we design includes coordinated documents that work together: your will, enduring powers of attorney, advance healthcare directives, funeral directives, a list of digital assets, and a directory of important contacts. The difference is whether you also need a trust to hold your most important assets.