Estates, Trusts & Wills

Protect yourself, your loved ones and your assets. Find out about estates, trusts and wills and how our team can help.

Our service

There is much more to looking after your assets than just preparing a will. We can help you with:

  • succession planning
  • trust structures
  • asset protection
  • wealth planning

Trusts

Concerned about protecting your wealth and assets? Talk to us about setting up a trust. We can help you ‘get it right’, from small family trusts to trustee companies.

Wills

Get your will right the first time with us. A Will not put together correctly can result in court action to decide how an estate will be divided. Our team is here to eliminate these worries.

Enduring Powers of Attorney

At some point in time, you may need someone to look after your affairs if you are not able to do so yourself. Our team can discuss the appointment of an attorney.

We can also:

  • administer and manage estates
  • help with appointing trustees
  • advise on gifting and other issues

Contact [Enable JavaScript to view protected content] to discuss your private client needs.

See also

Will Checklist (PDF, 309.65 kB)

Information for Executors (PDF, 1.14 MB)

Information for Beneficiaries (PDF, 768.24 kB)

Related articles

Our specialists in this area

Rebecca McLeod

Director
Winton / Crown

[Enable JavaScript to view protected content]

Janese Priergaard-Petersen

Director
Winton / Invercargill / Crown

[Enable JavaScript to view protected content]

Anna Elder

Director
Invercargill / Wyndham

[Enable JavaScript to view protected content]

Greta O'Connor

Associate
Invercargill

[Enable JavaScript to view protected content]

Kerry Cox

Registered Legal Executive
Invercargill

[Enable JavaScript to view protected content]

Heather Condon

Law Clerk
Invercargill

[Enable JavaScript to view protected content]

Anne Snodgrass

Personal Assistant
Invercargill

[Enable JavaScript to view protected content]