Estate
Planning

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Estate Planning

For over 135 years we’ve been providing estate planning options for New Zealanders. Our mission: To ensure the people and things that matter to our clients are protected, grown and quite simply, taken care of. We all work hard to support and provide security for our families. It’s important to know that your hard work will still be there for your family in the years to come.

What is Estate Planning?

Estate Planning means deciding who will benefit from your assets when you die, and then legally formalising those decisions. Traditionally, simply preparing a Will would have been adequate, however, the current legislation and modern family structures that make up New Zealand mean that we need to take a more thorough approach.

An up to date Will remains the cornerstone of good Estate Planning and depending on your circumstances, a Trust may be necessary to achieve the planning and protection you require. You should also have Enduring Powers of Attorney that will provide for your personal care and welfare, as well as the ongoing management of your assets and financial arrangements if you should become incapacitated.

A thorough Estate Planning exercise need not be costly or complicated, but it is important that you consult with experts, like Perpetual Guardian, who are experienced and understand the laws that affect Estate Planning.

Our Estate Planning Services help you to:

  • Understand what you value most and devise a strategy to honour this;
  • Assist you in the preparation of Wills and Enduring Powers of Attorney;
  • Provide specialist advice on the establishment of Trusts;
  • Support the ongoing administration of your Trust with asset management, tax and legal expertise; and,
  • Administering and managing your estate.

    Learn more about our Estate Planning Services below.

Trusts

Trusts can be an excellent way of protecting and preserving family wealth for future generations.

Want to know if a Trust is right for you and your family? Find out more.

Wills

A Will is a legal document that gives instruction for the distribution of your assets after you’re gone.

But how do you determine if you need one and if it’s worth having?

Enduring Powers of Attorney

Life can have all sorts of things in store for you. Whether it’s overseas travel, serious illness, or wanting someone else to take care of things when you’re older – Enduring Powers of Attorney (EPAs) can help.

Estate Administration

Estate Administration is the process of carrying out the wishes you lay out in your Will by making sure your estate is distributed effectively and to the right people.

Learn more about how we can be your executor.

Resources

Need some help?

Phone us on 0800 737 738 or fill in your details below.

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