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Wills

WILLplus

Just as it can be hard for your family if you don’t have a Will, it can also be difficult if you don’t keep your Will up-to-date. Your Will should be kept somewhere safe, where it can be easily found in time of need. In our busy lives it is sometimes difficult to find the time to keep things up-to-date. At Perpetual Guardian, we make this easy and cost-effective for you with our WILLplus service, providing four valuable benefits.

Review

Keep your Will up-to-date with an annual checkup The annual review allows you to update your Will to account for the changes that have happened throughout the year. These may require updates to beneficiaries, executors, guardians or gifts. This ensures your things will go to the people you intend, and that your loved ones will be protected as you would want.

Access

myDigital Vault for anytime access Our digital online storage will keep a copy of your Will safe and confidential. The Perpetual Guardian myDigital Vault is purpose-built to store digital copies of the personal papers which you need ready access to. You retain online access through a secure login. This could be copies of your Will, birth certificate, passport, insurance policies or even passwords.

Secure

Local, physical storage of your Will Your original Will should be kept somewhere safe and where it can be easily found in time of need. With branches across the country, we can store your original Will close to where you and your family members live.

Help

Access to expert help through Bereavement Help Bereavement Help is available to provide support and advice to those who are left behind. Bereavement Help provides online information about what to do when a relative passes away and a freephone number to call if you need more help. As a professional trustee we monitor the bereavement notices daily, enabling us to be ready and responsive when needed. You can access Bereavement Help at www.bereavementhelp.co.nz, or by calling 0800 773 002.

Everyone should have a Will – play this short video to find out more.

- Perpetual Guardian | Wills

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Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.