What happens if you die without a Will?
Read our short overview of what happens if you die without a Will.
Your Guide to Trusts
What is a settlor and will a Trust work for you? This guide to Trusts covers some of the key things you should know.
Your TrustGuard Test
Trusts are a great structure to help protect and preserve your, and your family's, wealth. Take this quick test we've designed with NZTS to see if your Trust measures up!
Estate Management Services at Perpetual Guardian
What is Estate Management and how does it work? Read the guide here to learn more.
Our Guide to Governance Overview
Want to find out more about our governance? Read this guide here.
The Perpetual Guardian Foundation
The Perpetual Guardian Foundation redefines our philanthropy. Read our brochure for more information.
Bequest Support at Perpetual Guardian
What are the benefits of partnering with Perpetual Guardian for your bequest? Read our support document for more information.
Your Guide to our Legacy Programme
Want to know more about legacy giving? This guide answers some of the key questions.
Our Standard Terms of Engagement
Click on the pdf to read our full standard terms of engagement.
Grant Application Form - Under $15,000
Use this form if you're applying for grants under $15,000
Grant Application Form for between $15,000 - $100,000
Use this form if you're applying for grants between $15,000 - $100,000
Grant Application Form for over $100,000
Use this form if you're applying for grants over $100,000
Philanthropy Granting Schedule 2019
Take a look at the Granting Schedule for 2019.
Last updated 21 January 2019.
Funeral Trust Application Form
Fill out this form to get you Funeral Trust application started.