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    • Buying and Selling Property
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    • Occupation Licences / Retirement
    • Wills
    • Succession Planning
    • Trusts
    • Estate Administration
  • Contact

Wills

A Will sets how you would like your estate to be managed after you have died. If you die without a will, this is called Intestacy and the Administration Act 1969 will apply. You might be surprised who will inherit your assets if you die intestate. Having a well drafted Will is one of the most fundamental things that you can do to look after your family in the event that you die.

A Will needs to be prepared carefully to reflect the circumstances of each client.  Where possible we "future proof" our wills so that our clients don’t need to come in and change them as their families grow. We also administer estates and we know what works and what doesn't.

If you would like us to prepare a Will for you then we will need to review your relationships and your assets.  Attached is a questionnaire that we like to use when clients are contemplating the making of a Will.  If you are contemplating the making of a will our Wills Particulars form maybe downloaded or completed on line.  This is a starting point for your wishes and it may generate discussion around certain aspects of a Will that you are maybe unsure of.

If you would like to talk to us about preparing your will, then call us. It is probably going to be easier and less expensive than you imagine to give yourself and your family some peace of mind.
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Please see attached further information from the New Zealand Law Society on the process – “Making a Will & Estate Administration”.
Making a will
Download Wills Particulars Form
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    Wills Particulars Form


    Marriage or De-facto Partner Details  ​

     (complete where applicable)

    Previous Marriage Details


    Clients Children


    Executor / Trustee

    (this is the person/s who will administer your Will)
    Recommendation would be two executors and no more than three
    ​
    include all legal names eg Jennifer Mary Smith not Jenny Mary Smith

    Guardian

    (The person who will make legal decisions about your children’s upbringing while they are under 17 years.  This is not necessarily who they will live with).
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    Funeral Instructions

    Any Particular Item/s to be Given to Any Particular Beneficiary
    eg an individual and or charity
    This is the balance of the estate
    Do you want the deceased beneficiary’s share to go equally among the remaining beneficiaries, or do the deceased’s children (i.e. your grandchildren) receive their parent’s share

    Your Contact Details

Submit
Telephone (03) 684 3079  |  ​ PO Box 27, 33 Canon Street, Timaru 7940, NZ

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Tripp Rolleston & Co © 
  • Home
  • About us
  • Client Area
  • Services
    • Buying and Selling Property
    • Powers of Attorney
    • Relationship Property
    • Occupation Licences / Retirement
    • Wills
    • Succession Planning
    • Trusts
    • Estate Administration
  • Contact