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Estate Planning

Perpetual Guardian As Your Executor

Every person must nominate someone in their Will to ‘execute’ or carry out their wishes upon death.

Acting as the executor of a Will is a time consuming and detailed job requiring commitment and skill to deal with a variety of tasks. With modern family and financial situations being as they are personal estates are frequently complicated and widespread meaning the services of a professional organisation are often required in some capacity. An executor can be a family member, a trusted friend or a professional adviser.

Perpetual Guardian can act as executor either on its own, or jointly with family members to provide them with access to professional help and advice. This is often useful as family members may not be prepared for the emotional turmoil that accompanies the loss of a loved one.

There are a number of risks associated with being an executor as they are personal liable for managing the estate both legally and financially. For this reason it is a good idea to appoint a professional who is fully aware of these risks and can manage them. We can help with making this choice.

Take care of things today.

In three minutes we can help you better understand how a Will and EPA can safeguard your loved ones and preserve your wishes.

- Why everyone should have a Will and an EPA

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Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.