TRUSTED SUPPORT,
FOR INDIVIDUALS & FAMILIES
Individual & family services
Whether you're looking to understand your options, review your existing paperwork or have no idea where to start, I would love to help.
We can help with...
'Life and legacy' planning
We offer a full range of 'life and legacy' planning services, from Wills and Enduring Powers of Attorney to broader planning. These services include:
Enduring Powers of Attorney - covering who would manage things for you if you lost capacity.
Wills - covering who would manage your estate, make important decisions about your children, and receive your assets after you pass away.
Trusts - understanding whether you and your family would benefit from having a trust.
Understanding your current arrangements - helping you understand what you currently have in place, and whether it fits your needs.
Family arrangements - guidance and documentation for bespoke family arrangements.
Helping to prevent conflict - ways to manage and prevent family conflict around death, incapacity, and passing things on.
Referrals for support in other ways - accounting, financial advice, mediation, divorce coaching and more.
Trusts
Trusts can be a fantastic option for some people. They can also be confusing and paperwork-heavy! We also offer a range of trust services, including:
Do I need a trust? - understanding when a trust can be helpful, and if having a trust would benefit you and your family.
Trust management - understanding how your trust works, and how to manage your trust with or without regular professional involvement.
Making your trust easier and less expensive -ways to simplify your trust and reduce ongoing costs.
Changes to your trust - making changes to your trust, including what's in the trust, who's involved as decision-makers, and updates to your Trust Deed.
Trusts on separation - helping decide what to do with your family trust on separation or divorce.
Succession planning - involving the next generation in understanding the trust, and planning for the future.
Winding up - bringing your trust to an end if it's no longer suitable.
Flexible options for working together
We understand that legal matters can sometimes feel overwhelming. Our aim is to make the process as comfortable and straightforward as possible. We can offer:
Flexible meeting options - meetings at your home or workplace, across a range of venues in Christchurch, or online. There's no unnecessary formality.
Collaborative working - we can work collaboratively with other professionals such as your accountant, financial advisor or divorce coach. We support roundtable meetings wherever possible to reduce time, cost and confusion.
Different communication and detail options -lawyers often 'default' to lots of written detail, but we don't have to stick to tradition! Whether you hate filling out forms, prefer diagrams to written detail, or like to talk things through in person, we can usually adapt to suit.
A genuinely personalised experience - you are never just a number here. Your goals, priorities and budget all matter.
Interested in finding out more about these services?
Get in touch - there is no charge for an initial chat.
Specialist trust and estate planning support for individuals & families, law firms, accountants, professional trustees and advisors across New Zealand.
P: 022 612 7723
E: sarah@trustandlegacy.nz
Christchurch, New Zealand
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