Book a Wills Service Appointment
As a Teachers Mutual Bank member, you have the opportunity to make an appointment during the school holidays to prepare your Will with a qualified Solicitor.
The cost for a Single Will is $220 and a Mutual Will is $350 for each Will that has been prepared by our Solicitor.
This service is provided by Maxwell, Meredith & Co.
Power of Attorney or Appointment of Enduring Guardian
The cost for preparing a Power of Attorney or Appointment of Enduring Guardian is $140 for a single and $210 for a Mutual.
Book an appointment
In response to COVID-19 restrictions, our Wills Service appointments will be conducted via Zoom only.
Appointments are held on selected dates in school holidays.
To make an appointment or find out more, submit an enquiry
What to expect prior to attending your appointment
The Solicitor will contact you to talk through your requirements with an initial telephone discussion and they will confirm the requirements for each person at the time of the telephone call.
In most cases, a draft Will is then prepared and is finalised and signed when you attend your appointment on the nominated Wills Day in one of our offices.
When a situation arises where the Solicitor cannot complete the Will requirements on the Wills Days, the Will can always be finalised at the Solicitor’s office or by post.
Once your instructions have been taken and documents have been prepared by our Solicitor the fees are payable in full regardless of cancellation and our current payment methods are accepted by cash and cheque only.
We can organise the signing of documents in several ways if you are unable to attend on the day of your appointment.
The following are the most common areas which require preliminary thought;
- Executor – if one or all of your major beneficiaries is not suitable to be appointed executor, then you need to consider someone else (and discuss this with them).
- Minor Children – who would be the testamentary guardian if you and your spouse/partner were not around?
- “Catastrophe” situation – if there is a realistic possibility that the major beneficiaries (e.g. your spouse and children) may pass away before you or with you, the Solicitor will discuss with you who (if anyone) you would then wish to leave your Estate to. Where people are making “mutual” Wills, the solicitor would usually suggest that they consider dividing the combined Estates 50/50 between remaining relatives from both sides of the family as one option for this type of circumstance.
Enduring Power of Attorney & Appointment of Enduring Guardian
The solicitor can discuss your needs for an Enduring Power of Attorney and/or the Appointment of an Enduring Guardian.
The Enduring Power of Attorney “endures” if you subsequently suffer loss of mental capacity. However, the Enduring Power of Attorney cannot be used for “health” or “lifestyle’ decisions. An Appointment of Enduring Guardian is required to be made to permit someone to make these decisions on your behalf and should you become incapable of managing your own “person”.
For an Appointment of Enduring Guardian to be effective, the person (or persons) you appoint as your Enduring Guardian should preferably be present with you when you sign an Appointment of Enduring Guardian in the presence of a Solicitor. Otherwise, separate arrangements will need to be made for them to sign in the presence of a solicitor at a later date.
Any Enduring Power of Attorney signed after 16 February 2004 requires any person appointed as your attorney to also sign the Power of Attorney for the document to be effective.
It is therefore helpful, but not essential, for your attorney(s) to be present when you sign a Power of Attorney in the presence of a Solicitor.
The Solicitor trusts that the above information will assist you and we look forward to meeting you at your appointment with Teachers Mutual Bank.
COVID-19 requirements: What to expect when attending a Branch for your appointment