Estate & Asset Protection Planning
Protect Your Family, Home & Business
Clear, practical legal advice on will-based and trust-based estate plans — so you can make confident decisions about your family's future.
What Is an Estate & Asset Protection Plan?
A coordinated set of legal documents that makes sure your assets go where you intend, your family is looked after, and your wishes are followed.
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.
Which Type of Plan Is Right for You?
The right approach depends on your family, relationships, assets and goals.
Will-Based Estate Plan
For people whose assets and family situation are relatively straightforward. A well-structured will and supporting documents may be all you need.
Typical situations: First relationship, no trust needed yet, updating an old will, buying a first home, starting a family.
From $960 (1 person) / $1,760 (couple)
Learn About Will-Based PlansTrust-Based Estate & Asset Protection Plan
For people who want extra protection for the family home or business, have a blended family, or want to preserve assets across generations.
Typical situations: Business owners, second relationships, blended families, vulnerable beneficiaries, significant assets.
From $2,200 (1 person) / $2,750 (couple) + AML
Learn About Trust-Based PlansNot sure? Take our free will-based assessment or free trust-based assessment to find out.
How It Works
From first conversation to signed documents — a clear, straightforward process.
Free Introduction
Book a free 15-minute meeting (in person or Zoom) so we can understand your situation and explain how we can help.
Quote & Terms
We explain your options in plain English, confirm what's included, and provide a clear written quote — no surprises.
Complete Questionnaire
After you accept, complete our Estate and Asset Protection Questionnaire in the comfort of your own home.
Review & Sign
We prepare your documents, review them with you, and arrange signing — at our Auckland offices or via Zoom.
Record your goals
Complete our Estate and Asset Protection Questionnaire in the comfort of your own home.
Download PDF Download Word Complete our Online Questionnaire
Online questionnaire — coming soon
Email completed questionnaire to reception@rossholmes.co.nz
Free Tools to Help You Get Started
Free Will-Based Assessment
Use DYOdocs to create a free report on the documents you need for a will-based estate plan.
Free Trust-Based Assessment
Use DYOdocs to create a free report on the documents you need for a trust-based estate plan.
Free Estate Planning Guide
Our plain-English guide explains how wills, trusts and EPAs work together to protect your legacy.
Explore Our Estate Planning Services
Will-Based Estate Plans
When a well-structured will is enough.
Types of Wills
Simple, Normal and Complex — compared.
Trust-Based Estate Plans
When you need a trust for extra protection.
Types of Trusts
Family, Parallel, Defined Interest and more.
Reviewing Your Trust
Trusts Act 2019 compliance and updates.
Administering Your Trust
Practical guidance for trustees.
Ready to protect your family and your assets?
Book a free 15-minute introduction — no obligation. We'll listen, explain your options, and give you clear next steps.
Book Your Free Introduction