Once your will is signed, a few practical matters remain. Then you can enjoy the peace of mind that comes from having your wishes clearly documented.
Storing your will
A will that can't be found is almost as bad as no will at all. Your original, signed will needs to be stored safely and your executor needs to know where it is.
Storage options:
We offer secure storage and your executor can easily retrieve it
Fireproof safe at home with executor knowing the location
Secure but can be harder to access quickly
Registered for a small fee
Important
Never store your will in a place only you can access. If you are the only one who knows the combination or has the key, your executor won't be able to find it when they need it.
When to update your will
Your will isn't a "set and forget" document. Life changes, and your will should change with it. Review your will when:
- Marriage or divorce: KEY POINT: Marriage revokes existing wills. Divorce may also affect beneficiary clauses.
- New children or grandchildren: Include new family members
- Death of a beneficiary or executor: Update your nominations
- Significant asset changes: Selling property, inheritance, business changes
- Relationship changes: New partner, estrangement from family
"Even without major life changes, we recommend reviewing your will every 5 years to ensure it still reflects your wishes."
Preparing your executor
Your executor will have a big job to do. You can make it easier by telling them:
- 1 Where your will is stored
- 2 Who your lawyer is (we can help them with probate)
- 3 Where to find your important documents
- 4 Your general wishes for funeral arrangements
- 5 Any digital assets or accounts that need managing
What we do at this stage
At this stage, we store your will securely and explain when you should come back for a review.
You've completed the guide
Well done for taking the time to understand the will-making process. You now know:
- Why having a will matters
- The key decisions you need to make
- What to expect from the process
- How your will coordinates with other documents
- What to do after your will is signed
You have taken a responsible step. Your wishes are documented, your family is protected, and you can get on with living your life.
Ready to get started? Call us on 06 835 7394 or email 06 835 7394 .