If you’re on the lookout for a cost-effective, legally-binding, and simple process to create your will the way you want - then you’ve come to the right place.
One of life’s ‘must haves’ is a Will yet surprisingly many New Zealanders don’t have this key document. One that simply says what you’d like to have happen to your money and possessions when you die.
True to our word, we’ve made creating a Will a simple three step process. Many other parties like to complicate things. - we make it easy
A Will enables you to determine which people and/or organisations will receive your assets when you pass away, as well as who will manage this process. A Will also allows you to make other specific directions, such as the appointment of guardians for your children. A Will can save considerable time and cost with the administration of your estate, and can also provide assurance to your family and friends that your assets are being dealt with as you would have wished.
If you die without a Will you are deemed to have died ‘intestate’, and your assets will be distributed in accordance with the Administration Act (1969). The Administration Act prescribes which of your family members are to receive what, and in what shares. This process is inflexible and often results in a distribution of assets that does not align with what people might have wanted or expected. This can also be a costly process, and can cause considerable distress both to those who are trying manage your affairs as well as to your wider family members.
Simple Wills is brought to you by a number of New Zealand's leading financial services executives, whose cumulative experience exceeds 100 years. We’ve made creating a Will a simple three step process. Why make it difficult when we make it easy?
Frequently Asked Questions.
Here are some commonly asked questions about Wills.
One of life’s ‘must haves’ is a Will. A Will is a written document that simply states what you’d like to have happen to your money, possessions, and assets when you die. Your will is the way to avoid any arguments and conflict among your beneficiaries and give speedy access to needed funds during a time of grief.
Your will is a key document in the process of distributing your assets—including life insurance and investments—in a timely and hassle-free way.
No. The majority of New Zealanders don’t have a Will. They either haven’t had one written, or can’t remember where the document might be. They may also have avoided the process, in the belief that it is overly complicated and costly.
This means that their wishes for the protection of their family, and distribution of assets, might not be fulfilled.
Simple Wills offers a cost-effective, user-friendly, and simple way to have this legally binding document protecting your wishes..
We’ve created Simple Wills so that you, your family, and other loved ones, have the assurance that the assets which you have acquired throughout your life will move through the process without delay, and be appropriately distributed - thanks to your Will.
No. Simple Wills recommends that if anything happens to change in your life, your relationships, or your family situation, then a new document should be produced. Again, Simple Wills makes this straightforward and cost effective.
The majority of Wills are usually straightforward to develop and administer. Simple Wills 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. Simple Wills can recommend lawyers capable of delivering good service and value.
The Simple Wills process and resulting will has been vetted by lawyers to ensure any document produced is legally binding.
Simple Wills does not store wills on behalf of advisors and/or their clients. Once created, we recommend that the Will is stored in a secure place - somewhere people can find the document.
No. People who want advice are best to talk to their key advisors—like their lawyer or accountant—to make sure they develop a will that reflects their wishes. Simple Wills is designed for straightforward situations and is a service which intermediaries can offer to their clients.
Absolutely not. Simple Wills is merely a service offered to intermediaries looking to provide their clients with the best options for creating, and managing, their assets. Simple Wills only provides the means to achieve a simple, and cost- effective, Will.
