Secure your legacy today with your will-based estate plan
Secure your legacy today with your will-based estate plan
Click here to use DYOdocs to create free reports on the legal documents that you need as part of your will-based estate plan,
A will-based estate plan
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Creating an estate plan is an essential part of planning for the future. Working with an experienced lawyer can help ensure that your plan meets your specific needs, protects your assets, and minimizes the risk of legal challenges. It can also provide you with peace of mind, knowing that your loved ones will be taken care of after you pass away. One way to do this is by preparing a will-based estate plan.
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A will-based plan consists of:
Enduring powers of attorney as to property and welfare. Further information on enduring powers of attorney is here.
Wills. Further information on wills is here. Click here for information on the different types of wills and what can be included in wills.
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To see if need a trust-based estate and asset protection plan please click here.
Starting your will-based estate plan
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No two estates are the same, which is why it's crucial to have an estate plan that is tailored to your unique circumstances. A skilled lawyer needs to work with you to understand your goals and develop a plan that reflects your wishes. They can also help you identify potential issues and recommend ways to address them.
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To assist your lawyer to understand your goals they should be recorded in detail in the comfort of your home. Please record those wishes using our questionnaire. in either pdf format or word format.
Please email your completed questionnaire to us: reception@rossholmes.co.nz.
Our questionnaire will be able to be completed online in the near future.
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Click here to use DYOdocs to create a free report on the legal documents which you need as part of your will-based estate plan.
The need for an experienced lawyer on your side
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While it may seem easy to prepare a will-based estate plan on your own, there are many reasons why it is essential to have an experienced lawyer on your side when creating your estate plan:.
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Having a properly prepared estate plan can help avoid legal challenges from family members or other interested parties after you pass away. An experienced lawyer can help you draft a plan that is legally sound and minimizes the risk of challenges. They can also help you update your plan as circumstances change over time.
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Working with an experienced lawyer to create your estate plan can provide you with peace of mind. Knowing that your wishes will be carried out after you pass away and that your loved ones will be taken care of can bring a sense of comfort and security.
Disclaimer: This article should not be relied upon for legal advice. Always seek professional legal advice before making any decisions regarding your estate plan.