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Talk to an expert about your estate planning needs

Why Contact Us?

Estate planning is a significant decision that affects your family for generations. We make the process straightforward, transparent, and tailored to your unique circumstances. Whether you're establishing your first family trust, updating an existing deed, or simply exploring your options—we're here to help.

Get In Touch

We're here to help you protect your family's future. Book a free consultation or reach out with any questions.

Office Hours

Monday - Friday: 9:00 AM - 5:00 PM

Saturday: By Appointment

What to Expect

  • Free 30-minute initial consultation
  • No obligation assessment of your needs
  • Clear pricing and timeline
  • Expert guidance every step of the way

Our Process

  1. Initial Consultation: We discuss your situation, goals, and concerns (free, 30 minutes)
  2. Customized Quote: Transparent, fixed-fee pricing based on your needs
  3. Document Preparation: We draft your trust deed, will, or other documents
  4. Review & Finalize: You review everything before signing
  5. Ongoing Support: Annual administration and updates as needed

Service Areas

We serve clients throughout New Zealand, with particular expertise in:

  • Auckland & North Shore
  • Wellington Region
  • Christchurch & Canterbury
  • Hamilton & Waikato
  • All other NZ regions (remote consultations available)

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