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Who Sharesies Wills are for

Who Sharesies Wills are for, when to seek legal advice instead, and the eligibility requirements to use the tool.

Written by Sharesies Help
Updated yesterday

Sharesies Wills are a simple online will product that has been co-designed with legal experts to meet New Zealand legal requirements. However, Sharesies is not a law firm and does not provide legal advice. This service is a "do-it-yourself" tool for straightforward estates.

Some situations require a lawyer’s help

You should consider seeking legal advice if you have:

  • a business not solely owned by you

  • some assets held in a trust

  • assets held in other countries (this doesn’t include international investments made from New Zealand)

  • a blended or complex family situation

  • a partner or child you want to exclude from your will.

If any of these apply, Sharesies can connect you with our partners at Davenports Law to draft your will. Prices for this service start at $400 plus GST. Or you can contact a lawyer of your choice.

Eligibility criteria

To use Sharesies Wills, you must:

  • be at least 18 years of age

  • be living in New Zealand

  • have an active Sharesies account

  • be of sound mind and fully understand the nature and effect of making a will.

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