About EstatePlanning.co.nz

New Zealand's dedicated estate-planning information and lawyer-referral platform — helping Kiwi families navigate trusts, wills, and asset protection with confidence.

What We Are

EstatePlanning.co.nz is a New Zealand estate-planning information and lawyer-referral platform. We are not a law firm and do not provide legal advice directly. Our role is to help you understand your estate-planning options and connect you with a carefully selected NZLS-licensed specialist who can.

Every article, comparison, and guide on this site is written to help you make an informed decision before you talk to a lawyer — not to replace that conversation.

How It Works

1

Assess via Quiz

Complete our short consultation quiz so we understand your situation, assets, and goals.

2

Match to Specialist

We match you with a partner whose expertise fits your specific needs — trust, will, EPA, or asset protection.

3

Partner Contacts You

The partner reaches out directly to confirm details and answer your initial questions.

4

Consultation Booked

You meet with a specialist who provides regulated legal advice tailored to your circumstances.

Why Us

  • NZ-only focus. Every guide is grounded in New Zealand legislation — no overseas content.
  • Transparent referral economics. We disclose that partners may pay us a referral fee. It does not change your price or the quality of advice you receive.
  • NZLS-licensed partners only. Every partner is licensed by the New Zealand Law Society and Trusts Act 2019 compliant.
  • No upselling. We don't sell products. We match you to a specialist, and step back.

Our Referral Partner

We refer enquiries to SW Legal (Steindle Williams Legal Limited, NZBN 9429032337242) — Auckland-based barristers and solicitors practising in family trusts, wills, enduring powers of attorney, probate, and asset protection across New Zealand.

See partner details →

Editorial Standards

Content on EstatePlanning.co.nz is reviewed against the primary statutes that govern estate planning in New Zealand:

  • Trusts Act 2019
  • Wills Act 2007
  • Property (Relationships) Act 1976
  • IRD Trust Disclosure Rules

We update guides whenever legislation changes, and every statistic is cited to a primary source (legislation.govt.nz, IRD, NZLS, or Stats NZ). Articles are reviewed periodically by the editorial team to keep them current.

Contact

Questions about a guide, a partner, or how the referral process works? Get in touch or start a free consultation.

Ready to Get Started?

Tell us about your situation and we'll connect you with the right specialist.

Get connected to a specialist