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Practical information to help you understand your options and plan your next steps.
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Family Trust or Will: Which Does What?
Read guide: Family Trust or Will: Which Does What?A family may spend years carefully maintaining a trust and still discover that a missing or outdated will creates serious problems after someone dies. The…
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Will Mistakes That Can Cost Your Family
Read guide: Will Mistakes That Can Cost Your FamilyMost will mistakes do not begin with carelessness. They begin with good intentions. A parent writes down which child should receive the house. A couple…
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The Executor’s Step-by-Step Checklist
Read guide: The Executor’s Step-by-Step ChecklistBeing named as an executor can feel like a final expression of trust. Then the person dies, and the title becomes a job. There may…
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The Will-Signing Moment That Matters
Read guide: The Will-Signing Moment That MattersA will may take weeks to plan and only minutes to sign. Those few minutes can determine whether the document works as intended. The beneficiaries…
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Two Documents, Two Different Jobs
Read guide: Two Documents, Two Different JobsImagine that a serious illness leaves someone unable to manage their bank accounts, understand a proposed medical treatment, or decide where they should live. Their…
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Executor Duties in NZ: The Work Behind the Will
Read guide: Executor Duties in NZ: The Work Behind the WillBeing named as an executor can feel like an honour. Someone trusted you enough to place their final affairs in your hands. They believed you…
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Choosing the Right Executor for Your Will
Read guide: Choosing the Right Executor for Your WillMost people choose an executor in less time than they spend choosing a new phone. They name a spouse, eldest child, sibling, or closest friend…
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Closing the Estate’s Tax Story
Read guide: Closing the Estate’s Tax StoryThe executor believed the estate was almost ready to distribute. The house had been sold. The mortgage was repaid. The bank accounts had been closed,…
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When a Partner Claims Relationship Property
Read guide: When a Partner Claims Relationship PropertyThe executor believed the will was straightforward. The deceased’s two adult children were to receive the estate equally. The main asset was the home where…
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