Introduction
Wills and Enduring Powers of Attorney (EPOAs) are some of the most important documents you should have in place. A Will makes sure your money, property, and personal effects are left to exactly who you want them to be when you are gone. EPOAs enable the people you trust to handle your finances and/or medical decisions if illness or an accident strikes. Whatever your requirements, Harris Tate can put the necessary documentation in place to ensure your wishes are clear and costly court applications are not required.
If you want to start the process, please complete this
form.
Why You Need a Current Will
Passing away without a valid Will means the Administration Act decides who gets what – and that may not align with your wishes. We can draft clear clauses covering guardians for minor children, specific gifts, and what happens with the residue of your estate, so nothing falls through the cracks. If you own a business or rental, we can incorporate your wishes around that into the Will to make it easier on your executors.
EPAs: Peace of Mind While You’re Alive
A Will only applies after death. EPOAs can protect you right now and particularly when you lose capacity.
- Property EPOA – This gives an attorney the power to access funds to pay bills, sell assets, or run the farm (depending on the structure) either immediately or if you lose capacity.
- Personal Care & Welfare EPOA – This enables someone you trust to make decisions regarding your healthcare and living-arrangements if you lose capacity.
We can advise you on who can act, when the powers start, and how to set limits – like who your attorneys might need to consult or share information with prior to making decisions.
Setting Up Your Documents
Once you are happy with the draft documents, we arrange for the signing of those documents by independent witnesses and certification for your EPOAs. We store the originals in our deeds safe room and scanned copies in our secure online system, while providing copies to you for your records. If you need to amend your documents later – just get in touch and we can easily take care of that for you.
Regular Reviews – Because Life Changes
Marriage, divorce, a new grandchild, or a property purchase can lead to old Wills and EPOAs becoming out of date. We recommend a review every three to five years – or sooner if something significant happens – so your wishes and intentions continue to be well reflected in these important documents.
Why Choose Harris Tate?
- Plain-English advice: No legal jargon – just clear next steps.
- Full service: Wills, EPOAs, trusts, and estate assistance in one place.
- Sensitive approach: We are understanding and empathetic, while providing practical advice and guidance.
- We have a knowledgeable and experienced team.
Contact us to get your Will and EPOAs in order
Don’t leave your legacy – or your wellbeing – to chance. Contact Harris Tate for empathetic, expert and practical legal advice and assistance to put in place these important documents and give you and your whānau/family peace of mind.
29 Brown Street, Tauranga 3110, New Zealand
(+64) 7 578 0059
admin@harristate.co.nz
