Advising clients on wills, trusts, or estates? We work with your firm.
DYOdocs is the consumer-facing platform of Ross Holmes Virtual Lawyers. Behind it sits over 50 years of NZ trust and estate expertise — available to law firms, accountants, and financial advisers who refer clients to us or who need specialist trust advice on deals they’re running.
What working with us looks like
Three patterns, depending on who you are and what your client needs.
We work with professional advisers in three patterns. Law firms refer clients to us for trust-based estate and asset protection plans, or engage Ross directly as a specialist trust lawyer on their own matters. Accountants and financial advisers refer clients to DYOdocs for the plain-English will-based estate plans that sit alongside the accounting or financial planning work. And other professionals — insurance brokers, financial coaches, migration advisers, estate cleanup specialists — refer clients to DYOdocs as part of a broader service offering.
All three patterns preserve your relationship with your client. We are a referral destination and a specialist resource, not a competitor.
Three pathways
Pick the one that fits your practice. All three route to the right person at Ross Holmes Virtual Lawyers Limited.
Trust-based estate & asset protection plans
You refer clients who need a trust-based plan — or your own firm needs specialist trust advice on a deal. Ross Holmes takes it on as specialist trust counsel, or as white-label work your firm delivers.
Visit the Law Firms page For accountants & financial advisersRefer clients for their will-based estate plans
Your clients are already sorted on the accounting and financial side — they just need wills, EPAs, and directives. Refer them to DYOdocs for plain-English estate plans from NZ$334.50, with you kept in the loop if they’d like.
Email us about a referral partnership For other advisersInsurance, coaching, migration, estate cleanup
If your clients have an estate-planning gap, DYOdocs can fill it. Open a conversation about how a partnership might work for your specific line of work.
Email us about a partnership
What this is — and what it isn’t
DYOdocs is a self-service document platform. This Professional Portal is a gateway — it points you to the right contact or product depending on your firm. We don’t offer a locked-down "partner dashboard" or revenue-share scheme through this page; those commercial arrangements, where they exist, are handled directly with Ross Holmes Lawyers on a firm-by-firm basis.
If you’re interested in exploring a partnership, the contact links above will get you to the right person at Ross Holmes Lawyers.
Ready to start the conversation?
Ross Holmes Virtual Lawyers Limited will discuss how DYOdocs can fit with your practice.
Email Ross Holmes Lawyers
Professional Portal
Intelligent document automation for law firms, accountants, and financial advisers. A category shift beyond static precedents.
Contact Us to Partner
The Problem with Static Precedents
Most New Zealand law firms still rely on LexisNexis and Thomson Reuters for estate planning documents. Here's what that actually looks like.
LexisNexis / Thomson Reuters
Search a library of static precedent documents. Find the template you need. Download or copy it. Then manually adapt, populate, and format every single document for each client. No guided interview. No conditional logic. No automatic population of client data. No intelligent workflow.
Every trust deed, every will, every EPA — drafted from scratch, every time.
Intelligent Document Automation
Your client completes a guided, plain-English questionnaire. DYOdocs automatically generates near-final, client-specific documents with conditional logic that adapts to every situation — couples vs individuals, different trust structures, executor configurations, and more.
Complete estate plans produced in minutes, not hours.
| Capability | DYOdocs | LexisNexis | Thomson Reuters |
|---|---|---|---|
| Guided client questionnaire | ✓ Yes | ✗ No | ✗ No |
| Conditional logic (adapts to client situation) | ✓ Yes | ✗ No | ✗ No |
| Automatic population of client data | ✓ Yes | ✗ No | ✗ No |
| Near-final documents from questionnaire | ✓ Yes | ✗ No | ✗ No |
| Complete estate plan generation | ✓ Yes | ✗ No | ✗ No |
| White-label with your firm's branding | ✓ Yes | ✗ No | ✗ No |
| Client portal with saved progress | ✓ Yes | ✗ No | ✗ No |
| Automatically updated for law changes | ✓ Yes | Periodic updates | Periodic updates |
| Specialist trust expertise included | ✓ Yes | ✗ No | ✗ No |
This is not an incremental improvement over static precedents.
It is a category shift.
Why Partner with DYOdocs?
Stop spending hours manually adapting static templates. Give your clients a better experience while generating more revenue.
Hours to Minutes
Your clients complete the questionnaire online. Documents are generated automatically — complete trust deeds, wills, EPAs, memoranda of wishes, and all supporting documents. What used to take hours of manual drafting is done in minutes.
Intelligent Logic, Not Static Templates
Unlike LexisNexis or Thomson Reuters precedents, DYOdocs uses conditional logic that adapts every document to the client's specific situation. Couples vs individuals, different trust types, varied executor structures, charitable provisions — all handled automatically.
Your Firm's Branding
Every document carries your firm's logo, name, and contact details. Cover pages, signing instructions, and invoices all adapt automatically. Your clients see your brand, not ours.
Comprehensive Document Suite
Complete trust-based estate and asset protection plans — including 7 trust deed types, memoranda of wishes, trust summaries, trust directories, wills, EPAs, advance healthcare directives, funeral directives, and digital asset lists. Plus all supporting documentation.
Specialist Trust Expertise
Access specialist trust advice from Ross Holmes for complex matters. DYOdocs documents are built by a trust specialist, not adapted from generic precedents. This is expertise your clients benefit from directly.
New Revenue, Lower Overhead
Offer complete estate planning services without the overhead of building in-house expertise. Generate additional revenue from reviewing and witnessing documents. Serve more clients in less time.
Secure Client Portal
Client data is encrypted and stored securely. Each client gets their own account with saved progress and document history. Clients can complete the questionnaire at their own pace, saving your firm's appointment time.
Always Up-to-Date
Documents are automatically updated to reflect changes in New Zealand law. No manual template maintenance required. When the law changes, every firm's documents update simultaneously.
Ready to move beyond static precedents?
Contact us to discuss how DYOdocs can transform your firm's estate planning capability.
Contact Us