Estate planning & administration

Plan with confidence, protect what matters most.
Take care of the people and things that matter - both now and in the future. Whether you're preparing a Will, establishing a Trust, setting up Enduring Powers of Attorney, or applying under the Protection of Personal and Property Rights Act (PPPR), our expert team provides clear, compassionate advice tailored to your life and family.

From planning for life’s transitions, to supporting families affected by dementia, or managing high-value estates, we’re here to ensure your wishes are respected and your loved ones are looked after when you no longer can.

It all starts with a conversation

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Our latest insights

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With rising costs and economic pressure in New Zealand, family trusts remain a key asset protection tool. Learn how they work and why proper management matters.
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Family Trusts: Asset protection in a tough economy

In today’s challenging economic climate, family trusts remain a valuable tool for protecting assets and managing risk. While tax benefits are now limited, their key advantages include separating ownership from personal liabilities, safeguarding assets from creditors, and supporting relationship and intergenerational planning. However, trusts must be properly structured and actively managed to remain effective, particularly under increasing legal scrutiny.
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Plan ahead with an Enduring Power of Attorney (EPA or EPOA). Protect your personal, medical, and financial decisions while avoiding costly court processes.
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Planning ahead: Why Enduring Powers of Attorney matter more than ever

Enduring Powers of Attorney (EPAs) are becoming increasingly important in New Zealand as dementia rates rise and more people face a loss of decision-making capacity. An EPA allows you to choose trusted individuals to manage your personal care, medical needs, and finances if you are unable to do so yourself. Without one, families may need to go through costly and time-consuming court processes. Setting up an EPA early ensures your wishes are respected, reduces stress for loved ones, and provides greater certainty for the future.
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If you die without a will in New Zealand, your estate is distributed according to legal rules. Learn what this means for your family, assets, and loved ones.
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What happens if you die without a will in New Zealand?

It is easy to assume that if something happens to you or a loved one, your family will simply sort everything out. But if you die without a valid will in New Zealand, the law decides how your estate is dealt with. This is known as dying intestate. For many families, this can create added stress, delay, and uncertainty at an already difficult time. Instead of your wishes guiding what happens, legal rules determine who can manage your estate and who may receive your assets.
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It all starts with a conversation

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Frequently asked questions

Do I need a will in New Zealand?
Yes. A will helps make your wishes clear, gives your family certainty, and can make administering your estate much easier.
What happens if I die without a will?
If you die without a will, your estate is distributed according to New Zealand law rather than your personal wishes, which can create extra stress and uncertainty for your family.
What is an enduring power of attorney?
An enduring power of attorney is a legal document that allows someone you trust to make decisions for you if you are no longer able to manage your own affairs.
Can you help with probate and estate administration?
Yes. We can guide executors and families through probate and the estate administration process, including distributing assets according to the will or the law.
When might a PPPR application be needed?
A PPPR application may be needed when a person can no longer make decisions for themselves and court authority is required to manage their affairs.
*as at April 2026.