Need user-friendly, cost-effective advice on trusts, or personal matters?

Trusts and Professional Trustee Services

Are you thinking about setting up a family trust? Many people come to us because they are confused about whether they actually need one. If this is the case for you:

If you already have a family trust, it may benefit from a bit of a tune up. Cases of mis-managed trusts are always making the news. We can help ensure yours is set up to work as intended.

We can also help with establishing and administering charitable trusts.

Our trust team are also experienced in advising New Zealand resident trustee companies in relation to foreign trusts.

Will document with fountain pen

Wills and Estate Administration

Having your wishes accurately recorded in a will is one of the most important things you can do. A well drafted will clearly sets out what should happen with your estate. This can make a difficult time a little easier for your family. Find out why it is so important to get your will right.

We also provide a comprehensive estate administration service, asisting executors and families when a loved one has passed.

Relationship Property

When we think of “pre-nups” we associate them with celebrities trying to protect their assets. In reality, a Relationship Property Agreement (or Contracting Out Agreement) is a valuable tool. It can ensure both parties to a relationship feel comfortable about their committment.

Should a relationship end, we can prepare a Separation Agreement. This would clarify arrangements and allow both parties to move on.

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elderly couple holding hands

Enduring Powers of Attorney

Nobody wants to think about the day when they are no longer able to make their own decisions. But if it were to happen, wouldn’t you prefer those decisions to be made by the person you think would act in your best interests?

There are several types of powers of attorney. Contact us to discuss which would be best for you.

Get things moving…

How good would it feel to get your personal asset planning sorted? The first step is to get it off of your to-do list and on to ours. Leave your details on the form below and we’ll get the ball rolling for you.

Trusts, estates & succession planning enquiry

Make an apointment

Our PA, Jessica Puppyn can make an appointment for you. Contact her by email or telephone: 09 375 2770.