THE OPPORTUNITY
SimpleWills was specifically created with the intention of being the ideal fit for:
Companies or Financial Institutions who have large client or member bases and wish to offer a simple and cost effective service that will add real value to the client relationship.
Companies who wish to offer their staff a cost-effective solution to the task of writing a Will for the protection of their families.
Advisers, Brokers and large Adviser Groups who wish to offer a simple and cost-effective service that will add real value to the client relationship.
There are several ways that the service can be used by you based on your specific requirements
A few examples of the options available are:
You use the system as an intermediary, proactively marketing the service to clients but then allowing the clients access to the SimpleWills system via a link on your web page where they then write their own Will and pay us. We then pay you.
You use the system as an intermediary, proactively marketing the service to clients whereby they register on a web page and are contacted by your representative who collects the information required and prepares the Will on behalf of the client. You would then pay us $50NZD/SimpleWill and also have the option of charging the client a fee at whatever you decide, or you can offer the service at no cost to clients as a valuable service but it still costs you $50NZD plus GST/SimpleWill.
You purchase a license to use the system.
FAQ
Frequently Asked Questions. Here are some commonly asked questions by Advisers about Wills.
Can everyone use a SimpleWill?
The majority of Wills are usually straightforward to develop and administer. SimpleWills has been developed for such cases. For situations which are more complex, or involve a variety of parties and legal structures, dealing with a lawyer is the best option.
Is the Will created a legally binding document?
The SimpleWills process and resulting Will has been vetted by lawyers to ensure any document produced is legally binding if executed correctly by the Testator.
Will SimpleWills store my Clients Will?
SimpleWills does not store Wills on behalf of advisers and/or their clients. Once created, we recommend that the Will is stored in a secure place - somewhere people can find the document.
Does SimpleWills provide advice about Wills?
No. People who want advice are best to talk to their key advisers—like their lawyer or accountant—to make sure they develop a Will that reflects their wishes. SimpleWills is designed for straightforward situations and is a service which intermediaries can offer to their clients.
Do these clients then become SimpleWills’ clients?
Absolutely not. SimpleWills is merely a service offered to intermediaries looking to provide their clients with the best options for creating, and managing, their assets. SimpleWills only provides the means to achieve a simple, and cost- effective, Will.
How does a client pay for their Will if using an Adviser?
That is determined by whatever the Adviser and the client agree to. An Adviser who is assisting the client should be compensated for their time and expertise and it is normal for the Adviser to arrange a fee with the client and invoice the client directly.
How does an Adviser get access to using SimpleWills?
Contact either Nicola Smee or Glen Hatcher at mySolutions (their details are here on the site) or email us at support@simplewills.co.nz with your contact details and expression of interest.
Does an Adviser have to be a member of mySolutions group to use SimpleWills?
No, any Financial Adviser can contact mySolutions and ask to be set up as an intermediary using SimpleWills regardless of their other affiliations. In fact you can choose to be a member of mySolutions and access all the great member benefits as well as be affiliated with other groups at the same time. You should check on our website here or read more in our brochure here.
Can any other professionals or institutions use SimpleWills for their customers?
Yes. As no legal advice is being given either by SimpleWills or anyone referring clients to the SimpleWills site there is no issue with non-Financial Advisers using this service for their customers.
How long does a client or Adviser have to change a SimpleWill?
It is reasonable for client to have time draft and edit a SimpleWill, but it cannot be a draft forever, and nor can people expect that a one-time low-cost fee enables them to change the Will at any time in the future for no further cost. So we have set it up so that the SimpleWill has a 72 hour period from when it is completed and paid for a client to go back and amend it. After that time if a client wants to make a new SimpleWill then they are making a brand new SimpleWill and would have to pay again.
Next Steps
Should you be interested in having an introductory discussion and learn more about how the SimpleWills system will add value to your business please contact.
Nicola Smee
General Manager
Email: nicola@mysolutions.nz
Glen Hatcher
Adviser Contact
Email: glen@mysolutions.nz
SimpleWills Terms of Use
SimpleWills is owned and operated by mySolutions Limited (we, us or our). These terms of use (Terms) record the terms on which we allow brokers, agents and advisers (you or your) acting on behalf of clients (Client) to use, and access, the SimpleWills product, services and website (Services). These Terms do not deal with the relationship between you and your Client. By using our Services you are agreeing to be bound by these Terms.
These Terms are to be read in conjunction with our privacy policy. The privacy policy explains how we handle your information and the information that you provide to us on behalf of your Client.
Your Identity and Email Address
You must supply accurate login details and give us a valid email address at which we may communicate with you when you create an account with us. Communications may include periodically sending you emails about our system changes, events and news. We may ask you to verify your identity in order to maintain access to your account. If we do not hold a valid email address, or you reject emails from us, then we may close your account without notice.
Use of intellectual property
The Services are protected by copyright, trademark, and other New Zealand and foreign laws. These Terms do not grant you any right, title or interest in the Services, or in our trademarks, logos and other brand and marketing features.
You may use the Services and provide them to your Client in the normal course of working with them. You can use the logo containing the words “We use SimpleWills.” in your presentation material and email signature while you maintain a valid account with us.
Any further marketing of the Services that you intend to undertake must be explicitly authorised by us in writing. We withhold the right to approve or decline any proposed marketing at our sole discretion.
If in our opinion you are in breach of any these matters we may terminate your account without notice.
Restricted use of Services
You shall not use the Services unless you have been authorised by us to do so. No liability is accepted if unauthorised users use your logon to use the Services.
Services are “As Is”
For the purposes of section 21 of the Lawyers and Conveyances Act 2006, SimpleWills is not a lawyer or an incorporated law firm under that Act. The Services do not constitute legal advice. You and your Clients, and any other persons relying on the Services, should seek independent legal advice in connection with the Services. By using the Services you acknowledge this and accept full responsibility for your use of the Services.
We strive to ensure the Services are as accurate as possible, however please note they are not guaranteed and do not replace the need for independent legal advice. Also, while we aim to avoid them, errors can occur. If they do, we will fix them as quickly as possible, but we accept no liability for any errors in our Services.
To the extent permissible by law, we disclaim all express and implied warranties with regard to the Services, including without limitation any implied warranties of merchantability, fitness for a particular purpose and non-infringement. The Services are provided "As Is" and "As Available" without warranty of any kind. All responsibility and liability with respect to such information, services and materials, including, without limitation, the accuracy of any information, is hereby disclaimed.
In no event shall we be liable for any special, indirect, punitive, incidental, exemplary, reliance or consequential damages, or any damages whatsoever resulting from loss of use, business, data or profits, litigation and the like, whether based on breach of contract, tort (including negligence), product liability or otherwise, even if advised of the possibility of such damages.
Furthermore we expressly advise that we shall not be liable in any way whatsoever (whether in negligence or otherwise) for any loss or damage which may be suffered by you or your Client or any other person when using or relying upon the Services or otherwise arising in connection with the Services except where a liability is made non-excludable by legislation.
Indemnification
By using the Services, you agree to indemnify, defend, and hold harmless us and our related bodies, affiliates and any suppliers that we may have from any liability, loss, claim and expense (including attorneys' reasonable fees) related to the your use of the Services or your violation of these Terms.
Fees and Payment
The fees charged for use of the Services are subject to change. All fees are stated in New Zealand dollars and are inclusive of GST.
You warrant that you have the appropriate authority and power to validly accept these online service payment terms and any charged service terms and conditions applicable to the charged services which you request through this website.
Payments made by means of the online service payment process is through a secure website. However you acknowledge and agree that Internet transmissions are never entirely secure or private and that any message or information you provide through the website (including credit card information) may be read or intercepted by others. We will not have any liability for the interception, ‘hacking’ or other unauthorised access of information through the website by unauthorised third parties.
Amending a Will
If you notice any errors or omissions in a Will that you have generated by using the Services, you will be able to amend that Will within 72 hours of generating it. You must not amend a Will for purposes other than to correct those particular errors or omissions, and any amended Will must apply to the Client for which it was originally generated.
Termination
Nothing in these Terms prohibits us from terminating your account and access to the Services altogether without notice and for any reason. You are also entitled to cancel your account with us at any time.
Third party websites
We may include on our website material from other websites. We do not endorse any such websites or the information, material, products or services contained on or accessible through them. Your access and use of such websites, including information, material, products and services therein, is undertaken solely at your own risk.
Changes to the Services and our Terms
We may make improvements or changes to the Services at any time without notice. We may modify these Terms at any time, and such modifications shall be effective immediately upon posting of the modified Terms. You agree to review these Terms periodically, and your continued use of the Services shall be deemed your acceptance of the modified Terms.
Entire Agreement
These Terms and the resolution of any dispute related to these Terms or the Services shall be governed by and construed in accordance with the laws of New Zealand. Our failure to insist upon strict enforcement of any provision of these Terms shall not be construed as a waiver of any provision or right. Any legal action or proceeding between us and you that is related to these Terms shall be brought exclusively in a court of competent jurisdiction sitting in New Zealand, however the parties will first attempt to resolve any dispute by negotiation or mediation.
Any reference to us in these Terms includes a reference to our related companies, as defined by the Companies Act 1993.
General
By using materials from www.simplewills.co.nz, User's agree to indemnify, defend, and hold harmless SimpleWills, its related bodies, affiliates and suppliers from any liability, loss, claim and expense (including attorneys' reasonable fees) related to (a) User's violation of this Agreement, and (b) User's posting of material to www.simplewills.co.nz.
Contact us
If you would like to contact us in regard to any of the matters dealt with in these Terms, please email us on info@simplewills.co.nz. Or, write to the; General Manager, mySolutions Ltd, P.O.Box 302688, North Harbour, Auckland, New Zealand. Or, call us on +6494144400.
Terms of use were updated on 05 January 2023.