Client Intake Forms
Select your matter below. Your progress is saved automatically — you can close and resume at any time.
AML/CFT Client Verification
Identity verification and AML/CFT declaration required before we begin work on your matter.
New Client Enquiry
Not sure which form to use, or your matter isn't listed below? Start here — tell us about yourself and your matter and we'll be in touch.
Separation Agreement
Property division, children's arrangements, and financial settlement under the Property (Relationships) Act 1976.
Contracting Out Agreement
Pre- or post-relationship agreement to define how property is owned and divided, outside the default PRA rules.
Will & Estate Planning
Instructions for preparing your will, including executors, trustees, guardians, and distribution of your estate.
Trust Formation
Instructions for preparing a new family trust deed, including settlors, trustees, beneficiaries, vesting provisions, and optional clauses.
Property Purchase
Conveyancing instructions for purchasing residential or investment property, including KiwiSaver, first home, and co-ownership details.
Property Sale
Conveyancing instructions for selling residential or investment property, including tenancy, mortgage discharge, and settlement details.