Wills and Powers of Attorney

Need a will?  Our on-line free will service is convenient and simple.  Rely on our years of experience in drafting wills to ensure that your last wishes are recorded clearly and the future of your loved ones is secure and safe.  Your original will document will be held in our Deeds Facility for safe-keeping, able to be accessed by you at any time.

Solomons have been administering the estates of Otago families since 1884.  We handle all aspects of estate administration in a timely and cost effective manner.  Your family will be treated with respect and compassion while we carry out your wishes and instructions.

Contact Details

Please enter your contact details so that we can get in touch with you regarding your entry. We treat your privacy seriously and will not share any information submitted on this form with a third party without your express permission.

Personal Details

In order to create your will we need your full name, occupation and address.

Trustees definition

Please list one or more people who will act as trustees of your will. If you appoint only one person you need to provide a backup in case that person doesn't survive you.

Beneficiaries definition

Beneficiaries are people who benefit from your assets when you die. A trustee can also be a beneficiary. Your beneficiaries are usually your spouse, partner or children. You may also wish to include a close friend or a special charity.

Full Name Age Relationship

What would you like to leave? definition

Use this section to leave a beneficiary something specific - jewellery,a sum of money, or a family heirloom. If the beneficiary is young you may wish to specify at what age they are to receive your gift.

To: I leave the following:

with the following terms (e.g. after 18 years of age, etc.)

What would you like to do with the balance of your estate? definition

We now need to know what happens to the rest of your assets - the residue.

Funeral Instructions definition

Here you may specify if you wish to be buried or cremated, or express other directions which are important to you.

Give details for your choice if appropriate:

Contact Details


Personal Details


Trustees

Your trustee (also called an executor) makes sure that your will instructions are carried out after your death.  They are also legally responsible for your funeral arrangments.  You can appoint from one to three people, and they can also be beneficiaries in your will.
They will need to sign papers after your death so it is handy if they live near to you.
Appoint someone who you trust and who has good judgement.  
You do not need to tell someone that you are appointing them as your trustee.

 

Beneficiaries

Your beneficiaries are the people you name in your will to receive assets from your estate.  While you are free to name whom ever you wish in your will the law does expect you to provide for certain people if you have a "moral duty" to provide for them.  If you overlook someone that you have a moral duty to provide for then you risk that person challenging your will after your death.
Most people wish to provide for their spouse or partner, children, parents or siblings.  You may also wish to provide for a close friend or special charity.

What would you like to leave?

If you have a number of items to leave it may be easier to compile your own list which is referred to in your will.  In this way you can update the list as necessary without doing a new will.  Any list shoud be clear and detailed, avoiding any later confusion.  It may help to discuss the list with your family during your lifetime so they have understand what your wishes are.  You will need to update your list as your possessions change.

What would you like to do with the balance of your estate?

The rest of your estate is now divided into proportions and paid out to your named beneficiaries - you may wish to leave everything to your spouse, divide equally between your children or pay in unequal shares between family and charity.
You can also leave all or part of your estate to a certain beneficiary for their lifetime only, so they may have the use of a family home for their life or a certain period of time and it then passes to other beneficiaries outright.

Funeral Instructions

Your trustees are legally responsible for making your funeral arrangements.  You can assist them by making your funeral instructions clear in your will, arranging a pre-paid funeral, or by discussing your wishes with your trustees during your lifetime.
Funeral instructions will give your family and friends a sense of comfort in knowing that they have made arrangments which you wanted.