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Sarah Simpson-Thomas - Founder

LLB, BSc (Psychology), PGDipHealSc

Expert trust and estate planning support for professionals

I'm a specialist trust lawyer and the founder of Trust & Legacy Consulting. I offer a flexible, modern approach to supporting other professionals across trust and estate planning matters. 

If you need additional capacity or specialist advice, I provide expertise when you need it so you can keep matters in-house and move forward with confidence.  Whether you're looking for one-off advice, help managing a particular project, or ongoing support, I offer reliable and flexible solutions that fit seamlessly into your practice. 

Trust & Legacy Consulting is built around flexibility and exceptional client care. I work with a limited number of professional clients at any one time to ensure timely, high quality service that genuinely adds value to your business.

If you would like to learn more or explore what options are the best fit for you or your firm, I would love to hear from you.

Professional Services

Advisory and drafting

Specialist advice across trust and estate planning matters for your business, from trust review projects to complex succession planning files, drafting, precedent creation and more. You remain front and centre with your clients, with expert support in the background.

Locum services

On-the-ground support for your team with end-to-end file management. Whether you're navigating gaps in recruitment or cover while a senior team member is away, locum services are designed for when you need expertise that can hit the ground running.

Trustee guidance

Support and advice for professional trustees - from everyday trust management to navigating complex trust matters. Trustee guidance can cover individual matters or broader strategic trusteeship decisions, depending on your needs.

Interested in how these services could support you or your firm?

 Get in touch to schedule an initial call or strategy consultation 

Looking for assistance with your own personal trust or estate planning?

I offer everyday client services through Lighthouse Legal - www.lighthouselegal.co.nz

Specialist trust and estate planning support for law firms, accountants, professional trustees and advisors across New Zealand.

CONNECT

sarah@trustandlegacy.nz

022 612 7223