How to get a Will done in Whangarei

📌 Getting Started with Your Will 📝

Making a will might feel overwhelming, but we’ve made it simple and stress-free. Whether you’re creating your first will or updating an existing one, our process ensures your wishes are clear, legally sound, and easy to put in place.

Not sure what to include in your will? We offer estate planning sessions where we walk you through your options and help you decide the best structure for your estate.

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🛠️ Your Will Process – Step by Step

1️⃣ Get Started

• Book an appointment using our online booking link, OR
• Email us to let us know you’d like to make a will.
• Let us know if you’d like an estate planning session to help structure your estate before drafting your will.

2️⃣ Receive Our Engagement Letter

• We’ll send you a confirmation with:
  ✅ Our engagement letter, outlining our process and fees.
  ✅ A request for a fee advance, which must be paid before we proceed.

3️⃣ Decide How You’d Like to Proceed

• If you already know what you want in your will:
  ✅ Book an appointment (phone, video, or in person) to provide your instructions, OR
  ✅ Complete our Will Instruction Sheet and send it back via email or post.
• If you’re unsure and need guidance:
  ✅ Book an estate planning session where we help you structure your estate before drafting your will.

4️⃣ Receive Your Draft Will

• We prepare your will based on your instructions.
• You receive a copy to review and request changes if needed.

5️⃣ Sign Your Will

• Book a Will Signing Appointment at our office.
• If you’re out of town, we provide remote signing instructions.

6️⃣ Optional: Store Your Will Safely

• Choose to store your will with us for added security.

7️⃣ Receive Final Invoice (if applicable)

• If additional work was required, we send an invoice for any balance due.

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✅ You’re Done! What’s Next?

That’s it! With our expert guidance, getting your will sorted is quick and easy.

Now that your will is complete:
✔ Keep the original in a safe place.
✔ Inform your executor where to find it.
✔ Reach out if you ever need to update it—we’re here to help.

📞 Need Assistance? Contact us anytime—we’ll guide you through the next steps!