Wills

All information provided in this form is kept strictly confidential and will be used solely to assist with creating your Will.

For couples, please ensure each person completes their own form.

Please be aware that our Wills form cannot be saved mid-way, so plan to complete it in one session before submitting.

If you’re short on time, feel free to submit what you’ve done so far, and we’ll reach out to help finaliee any remaining details.

Wills Form

First name

Last name

Address

Preferred Contact Number

Date of Birth

Day

Month

Year

Occupation

Do you currently have a Will? If so, where is this located?

Please provide details of your spouses (Full Name & Ages)

Relationship Status

Please complete the below section for you Partner (if applicable)

Full name(s) of Partner as it appears on official ID (If applicable)

First Name

Surname

Occupation

Address

Date de facto relationship began (Living together for 3 years or mor, if applicable)

Date of Marriage (if applicable)

Day

Month

Year

Date of Seperation (if applicable)

Day

Month

Year

Do you current have a Family Trust? If so, can you advise of the family trust and where are the documents are held?

Full Name, Occupation and Location of Executor/s (person or people you want to leave in charge of carrying out your Will instructions)

Assets you have (property, shares, interest in a business, interest in a Family Trust, money in any bank accounts, vehicles, boats, investments, KiwiSaver)

By completing this form, I agree I am instructing Key Financial Solutions to draft a Will for me, I understand Key Financial Solutions will contact me for further information to complete my Will.

Key Financial Solutions will request a $50 deposit to begin this process.

Product

DepositNZ$50

I/ we agree