Will-Based Estate Plan

A Clear Plan to Protect Your Family and Your Wishes

For many people, a well-prepared will-based estate plan is enough to achieve their goals — no trust required. We make sure your plan is thorough, legally sound, and tailored to your situation.

What a Will-Based Estate Plan Includes

A coordinated set of documents tailored to your situation — not a standard template.

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A Modern, Well-Structured Will

Sets out who receives your assets, who your executors are, and (if relevant) guardians for children. Compare will types →

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Enduring Powers of Attorney

For both Property and Personal Care & Welfare, with back-up attorneys. Without EPAs, the Court decides who manages your life and money if you lose capacity. Learn about EPAs →

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Advance Healthcare Directives

Your living will — covering life-support decisions, palliative care preferences, organ donation wishes, and medical research. Learn about AHDs →

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Funeral Directives

Your wishes for burial or cremation, service type, cultural or religious requirements — reducing the burden on your family. Learn about funeral directives →

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List of Digital Assets & Devices

Email, social media, banking, subscriptions, cryptocurrency — so executors can find and manage your online life. Learn about digital assets →

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Estate Plan Directory

A directory of your key contacts — lawyer, accountant, financial adviser, banks — all in one place. Free.

When a will-based plan may suit you

A will-based estate plan is often appropriate if you do not currently need the extra complexity of a trust, your assets and family situation are relatively straightforward, you want to update an old will, you are buying a property or starting a family, or you want a clear plan in place for your partner, children or other important people. If your situation is more complex, we may recommend a trust-based estate plan.

Our Fees — Clear and Explained Upfront

All prices include GST. We provide a written quote before you commit.

Document1 PersonCouple
EPA for Property$300$500
EPA for Welfare$300$500
Advance Health Care Directives$300$600
Simple Will$300$600
Total (if purchased separately)$1,200$2,200
Will-Based Estate Plan (package)$960$1,760

Will Upgrades & Alternative Pricing

Document1 PersonCouple
Normal Will (most popular)$500$800
Complex WillFrom $900From $1,440
EPAs for Property & Welfare (standalone)$500$800

💰 Discounted Fees — Pay on Time and Save 20%

The prices shown are our discounted fees, payable on the date first set for signing your documents. Normal fees (20% more) apply if not paid within 7 days of the due date.

View full fees chart (PDF) →

How to Get Started
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Check Our Fees

All prices include GST. A Will-Based Estate Plan starts from $1,134.50 (individual) or $2,069.00 (couple) — including your Will and Enduring Powers of Attorney.

Property transaction clients receive a 50% discount on will and EPA fees. Please also read our terms of engagement.

Download full fee chart →

 
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Ready to go?

Click below and we’ll get started. We’ll ask a few questions about the documents you need, then prepare everything for you to review and sign.

I want you to act for me →

Not sure yet? Request a free quote →

No identity verification required for wills & EPAs alone.

 
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We Handle Everything

We prepare all your estate planning documents, guide you through signing, and make sure everything is in order. No locked-in annual fees.

Complete Your Questionnaire

Once you've accepted your quote and Terms of Engagement, complete the online questionnaire from the comfort of your own home. It takes 15–25 minutes and saves automatically — stop and return anytime.

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Online Questionnaire

Complete the full questionnaire online from the comfort of your home. Your answers save automatically — stop and return anytime.

Start Questionnaire (coming soon) →

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Preparation Guide

Download first to see what information you'll need before starting online. Follows the same section order as the questionnaire.

Download PDF Download Word

Use the preparation guide to gather names, dates and details before you begin — then complete everything online.
Have ready: full legal names, dates of birth, addresses, and details of your chosen executors and beneficiaries.

Frequently Asked Questions

Answers to the questions we hear most often about wills and estate planning.

If you die without a will you are said to die intestate. Your estate is distributed according to the Administration Act 1969 — not according to your wishes. This means your assets may not go to the people you intended, and your family may face delays, additional costs, and unnecessary stress at an already difficult time. A will puts you in control.

A Simple Will leaves everything to one person (typically a spouse or partner) and then to children equally. It suits people with straightforward assets and family situations.

A Normal Will is more detailed — it includes specific gifts, flexible trust provisions, and a wider range of instructions for your executors. It is suitable for most people.

A Complex Will is used where there are blended family issues, vulnerable beneficiaries, business interests, or where assets need to pass into one or more trusts on death. Compare will types in detail →

An Enduring Power of Attorney (EPA) appoints someone you trust to make decisions on your behalf if you lose mental capacity. There are two types — one for property and financial decisions, and one for personal care and welfare decisions. Without an EPA, your family may need to apply to the court for authority to act on your behalf, which is costly and time-consuming. EPAs are one of the most important documents you can put in place — and they are included in every will-based estate plan we prepare.

For many people, a well-prepared will-based estate plan is enough to achieve their goals. A trust may be worth considering if you own property or a business, are in a second relationship, have a blended family, or want to protect assets across generations. If you are not sure, our free online assessment tools can help you think through which approach suits you — or book a free 15-minute introduction and we will talk it through with you. Learn about trust-based plans →

Yes. You can update your will at any time while you have mental capacity. Minor changes can be made by way of a codicil. More significant changes are usually best dealt with by preparing a new will. We recommend reviewing your will whenever your circumstances change — marriage, separation, the birth of a child, a significant change in assets, or the death of a beneficiary or executor are all good triggers for a review.

Yes — significantly. In New Zealand, marriage or entering into a civil union does not automatically revoke a will, but separation does not revoke it either. This means your existing will may not reflect your current wishes if your relationship status has changed. It is important to review and update your will after any significant relationship change. We can advise you on what steps to take.

Advance Health Care Directives record your wishes about medical treatment if you are unable to communicate — including life support decisions, palliative care preferences, organ donation, and participation in medical research. They give your family and medical team clear guidance at an extremely difficult time.

Funeral Directives record your wishes for burial or cremation, the type of service you want, and any cultural or religious requirements. They reduce the burden on your family when they are grieving and ensure your wishes are known and followed.

Once you have completed the online questionnaire, we typically prepare your documents within 5–10 working days. We will then review them with you and arrange signing — at our Auckland or Rotorua offices, or via Zoom. The whole process from questionnaire to signed documents usually takes 2–3 weeks, depending on how quickly information is provided and when you are available to sign.

We store your original will and estate planning documents securely at no charge. We also record your documents in our file system so that your executors or family can contact us when needed. We recommend telling your executor that we hold your will and giving them our contact details.

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I Don't Have a Trust

A will-based estate plan is right for you. Request your free quote to get started.

Request Free Quote
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I Have a Trust (or Need One)

A trust-based estate plan may give you better protection. Your estate planning documents are included.

Learn About Trust-Based Plans

Ready to Talk?

Request a personalised quote online, ask us anything, or if you’re a new client, book a free 15-minute meeting to meet our team and see if we’re the right fit.

The introductory meeting is a chance to meet our team — it is not for legal advice.