Our will consultation service depends on your needs and circumstances.
Take a look at Standard, Comprehensive and Custom consultation services using the guide below.
For situations where you don't have stepchildren, businesses, overseas assets or trusts. All your assets will usually be evenly divided between your immediate relatives.
More detail below.
Appoint guardian for children, plus a back-up.
Up to six gifts.
Divided evenly between partner and any children you have.
No business, farm or trust.
No instructions for overseas assets.
Simple funeral wishes e.g. burial or cremation.
Consent to donating organs.
New will
$289*
Update Public Trust will
$249*
Approx. up to 1hr
By telephone or in person (as required)
* Please note:
1. Fees are indicative and include GST. If additional time is needed and agreed at the consultation, further charges from $276 (inc GST) per hour apply.
2. Payment is due at the initial consultation appointment and cancellation fees apply. Please read Terms of Engagement.
Typically for either blended families (with stepchildren) or those wanting an uneven distribution of assets between family members. This also covers most situations with a trust, overseas assets and more than eight beneficiaries.
More detail below.
Children from another relationship (yours or your partner's).
Relationship Property Agreement (sometimes called a ‘prenup’).
Wishes for guardianship, such as preferred school.
Gifts of property.
Divided how you want, to whomever you wish.
Rights to Māori land to named beneficiaries.
No business or farm.
Instructions for overseas assets in a Commonwealth country.
Instructions for your existing family trust.
Specific funeral wishes.
Instructions to pay beneficiaries' expenses to attend funeral.
New will
$499*
Update Public Trust will
$459*
Approx. 1 - 1.5 hrs
By telephone or in person (as required)
* Please note:
1. Fees are indicative and include GST. If additional time is needed and agreed at the consultation, further charges from $276 (inc GST) per hour apply.
2. Payment is due at the initial consultation appointment and cancellation fees apply. Please read Terms of Engagement.
For wills needing customised clauses for situations such as having a business, allowing someone to stay in your home for their lifetime before passing it to beneficiaries, instructions for a newly-established trust, and other such scenarios.
More detail below.
Specific instructions and financial support for guardianship.
Options to purchase assets.
Life interest: someone (such as your spouse) can stay in your home for their lifetime before it goes to your beneficiaries.
Rights to Māori land including a life interest or a whānau trust.
A business or farm.
Instructions for overseas assets in any country.
Special use or time conditions for an asset.
Instructions for a new trust.
Detailed or specific wishes for organ use, treatment or recipients.
Unique considerations e.g. royalties, digital assets.
New will
From $499*
Update Public Trust will
From $459*
Approx. 1 - 2 hrs
In person
* Please note:
1. Fees are indicative and include GST. If additional time is needed and agreed at the consultation, further charges from $276 (inc GST) per hour apply.
2. Payment is due at the initial consultation appointment and cancellation fees apply. Please read Terms of Engagement.
An EPA is an important legal document that allows you to appoint someone you trust to make decisions about your financial affairs or personal welfare if you can't.
Find out more about EPAs or ask your Public Trust adviser about how an EPA can save time and money and prevent unnecessary stress on your family.
To be prepared and protected, both EPAs should be considered.
Property EPA
$289*
Personal care and welfare EPA
$289*
* Please note:
1. Fees are indicative and include GST. If additional time is needed and agreed at the consultation, further charges from $276 (inc GST) per hour apply.
2. Payment is due at the initial consultation appointment and cancellation fees apply. Please read Terms of Engagement.
3. SuperGold cardholders get a $30 discount on EPAs when they present their card.
