Wills and other services

Why get a will?

Did you know that your $300,000 life insurance needs a Will for it to go to the person you want it to?

5 reasons you need a Will

  • You decide who gets your money and valuable items (i.e. Life insurance, KiwiSaver, your home etc.)
  • Processing your Will instructions will cost less which means more money in the hands of people you care about instead of paying expensive bills.
  • The people you leave money to will get it much quicker.  
  • You can let your family know your funeral wishes.
  • You can state who you would like to have guardianship of your children. 

You don't know when the worst could happen. What you do know is that by putting a Will in place you are protecting and helping those you care about during a time when they may need it most.   

 Learn about Wills in 7 minutes

 

Regular Force or Civilian members of NZDF

Your offer:

As a Regular Force or Civilian member of NZDF, Aon is providing you with the Will It package subscription through Footprint.

At no cost you get:

  • An online Will
  • The ability to update your Will annually
  • A secure digital vault (Store copies of important documents for your executor to locate)
  • Physical storage of your original Will, in a secure location
  • Will notification function (let your loved ones know where your Will is stored)
  • Discounts for Trusts and EPA services with Perpetual Guardian
  • Access to a rewards program to save on estate administration fees

NZDF flyer (pdf) 



Click here to get started  

Step by step guide to registering and writing your Will (pdf) 

 

 

Spouse/Partner

1-year free offer:

Thanks to Aon your spouse/partner also receives the Will It package fully covered by Aon for the first 12 months. Limited numbers are available, so act fast!


 
Click here to get started  

Step by step guide to registering and writing your Will (pdf) 

 

Important Information:

  • If your Will is complex Footprint will refer you to Perpetual Guardian where you will receive a 2-hour free consultation.
  • If your spouse/partner’s Will is complex they will be referred to Perpetual Guardian where they will get a $50 discount on a consultation Will.
  • Your spouse/partner’s discount code with Footprint will cover the cost of the Will It package for the first 12 months only. Upon renewal, they will be able to choose to continue with the package at their own cost or cancel and take their Will with them.
  • Standard terms and conditions apply (web link)

 

Already Registered on Footprint Platform?

If you have already done the steps above and have an active account with Footprint, you can log back in to the Will It portal using the email address and password you set up originally.

Click here to log in

If you have any questions or need additional support please contact Footprint on:

0800 366 877 or email info@myfootprint.co.nz

Veterans of the Defence Force

 

Your offer:

As a veteran of NZDF, you will get a free Will consult through Perpetual Guardian.

How to get it:

Visit Perpetual Guardian and complete the online form

or

Call 0800 737 738 to be put in contact with an advisor at your closest branch.

 

Additional Estate Planning Services

 

Perpetual Guardian also offers special pricing for Wills and Enduring Powers of Attorney as a bundle, and a discount on Trusts and estate administration services.

 

Access Price
Perpetual Guardian Consultant Will From $200
PG Will, Veterans only (where PG are sole executor and trustee) $0
Enduring Powers of Attorney - Property From $200
Enduring Powers of Attorney - Personal Care & Welfare From $200
Trusts From $1500 (for Trust Deed only)
Estate Administration Fixed fee of $2,750 (+GST) plus time and cost for all work required

 

Please note that there is no requirement to use Footprint or Perpetual Guardian for the making of your Will. They are one of a number of organisations that provide a Will service.

 

Friends & Whanau Discount:

Friends & Whanau of the the NZDF receive a 15% discount off any Footprint products. To take advantage of this offer:

  • Visit myfootprint.co.nz
  • Select the product of your choice
  • Register your account and answer 6 easy questions
  • At the payment screen use discount code NZDFFW
  • Proceed to your personalised dashboard and click "Get Started" to create your Will.