TRUSTED SUPPORT, FOR PROFESSIONALS.
Professional Services
For Lawyers, Accountants, Financial Advisors, and other professionals working in the trust and estate planning space
Whether you’re facing a spike in workflow, navigating parental leave or needing advice on a difficult file, having specialist support to call on can make all the difference.
Trust & Legacy provides flexible legal services which are tailored for your needs, without the long-term commitment or overheads of a permanent employee.
Services Include...
Locum
Support
Needing an extra pair of hands for overflow work, or cover during leave or recruitment?
We offer senior-level expertise to hit the ground running, supporting your team and clients with minimal disruption. Work is delivered under your brand and systems, and your clients remain yours.
Advisory Support
Looking for advice on a challenging file, project or general support?
We offer background advice across trust and estate planning matters. You remain front and centre with your clients, and have specialist support to call on when needed.
Precedents
and drafting
Needing to update your precedents, or help with legal drafting?
We offer bespoke precedent packages and drafting support across trusts, Wills, Enduring Powers of Attorney and broader estate planning.
Professional Trustee Advice
Looking for guidance as a professional trustee?
We offer advice for professional trustees across a range of matters, from reviewing and exiting trusteeships to trust management, compliance and more.
Interested in finding out more about these services?
Get in touch to arrange a call or initial strategy consultation to explore how I can best support you or your business.
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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