Andrew Seton Property > Services > Wills & Estate Planning

Do you have an earlier will?

Yes
No
Where is your original will?
Your Details
Full Name (including all middle names - as per your passport)
Occupation
Address (Full residential address including the post code
Phone number
Email
Details of your Husband / Wife or other life partner
Select the relationship title applicable

Husband Civil union Partner
Wife Not Applicable
De-facto Partner Others
Full Name of your Partner (including all middle names)
Occupation of Partner

Executors
You need to choose one (or two) people to administer your estate. The executor that you appoint in your Will has to follow the instructions in your Will. Ideally your executor lives in New Zealand.
If you have a spouse or partner, and they survive you, do you want that person to be your executor?

Yes
No
Executor
Full Name
Occupation
Address
Phone number
Alternative Executor
(this is the person who will be your executor in the even that your spouse or partner or preferred executor does not survive you)
Full Name
Occupation
Address
Phone number
Do you or your partner have children? (whether together or with a previous partner)

Yes
No

Children
Do you have children by different relationships?

Yes
No
Please proved the full name and date of birth of all children
Guardian for infant children
It is prudent to appoint a guardian or guardians of children under 18. You might appoint one person or two. Or you could appoint one guardian to look after the children and one person as a trustee who would allow the release of funds to the guardian for the raising of the children.
Details of Guardian
Full Name
Occupation
Address
Phone number
Full name for optional second guardian
Full Name
Occupation
Address
Phone number

List of Assets
List your major assets and approximate value i.e. list real estate, shares, bonds or investments, superannuation, insurance policies, money in bank accounts, bonus bonds, cars/boats
Directions
Following your death, who do you want to share in your estate?

Family Trust
Usually property or funds held by a Family Trust is not part of your personal estate and is therefore not dealt with under your Will. However, it is very important that your Will includes a clause forgiving all debts owed to you by your Family Trust. We can discuss this.

You may want to leave everything to your family trust to be administered by the trustees. We can discuss this option with you.
Do you have a family trust?

Yes
No
Relationship Property Agreements
Do you have a Relationship Property Agreement (sometimes known as a Contracting Out Agreement, or Prenup or Section 21 Agreement)?

Yes
No
If you have an electronic copy of this agreement, please upload it here.
Filename
Size
Process
Status
Add Files

Estranged Children
If you are leaving out of your will a child or person who might later contest your will and make a claim against your estate then you need to write out your reasons at length. We hold this with your will and you should keep a copy with your personal papers.
If this is an issue then we will need to discuss this further.
Enduring Powers of Attorney
You may also wish to consider signing Enduring Powers of Attorney (EPOA). These are very useful in the unlikely event that you become incapacitated (for example a stroke can occur at any age) or ill or are overseas and needing someone to act for you. These EPOA documents can be for both property and important care/welfare decisions.

No one knows what the future holds and it can be very expensive for your family to obtain a court order to appoint a manager for your affairs. It is better that you provide for this now. For further information click on this link (“Enduring Powers of Attorney”)
Do you wish to discuss Enduring Powers of Attorney?

Yes
No

Will information pack