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Estate planning

Estate planning

Although most of us would rather avoid thinking about it, we all need to make plans for dealing with the assets we leave behind when we die. Taking the time now to prepare and implement an estate plan can save a lot of time, money, and heartache for those you leave behind. We can provide you with legal advice on preparing and putting that estate plan in place, assist with the administration of estates after death and we can also advise and represent you if you have not been provided for adequately in a will.

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Our Estate Planning Team can advise on:

  • Drafting your will
  • The advantages and disadvantages a family trust would have for your estate plan
  • Enduring powers of attorney
  • Relationship property agreements
  • Gifting

Please contact Matthew Peploe or Sandra Braithwaite for further advice

Our Estate Administration Team can assist with:

  • Obtaining a grant of probate or letters of administration
  • Negotiating and documenting family arrangements to vary the terms of a will
  • The administration of estates

Please contact Melissa Chilcott for further advice

Our Estate Disputes Team can represent you to:

  • Challenge a will maker’s capacity
  • Make a claim when you have not been provided for adequately in the will including claims under the Family Protection Act and the Property (Relationships) Act
  • Defend claims as an Executor or make claims against Executors

Please contact Sarah Rawcliffe for further advice

Read our articles on estate planning

Simplifying small estate handling: New $40k probate threshold takes effect in September.

The threshold for requiring a formal grant of administration is increasing from $15,000 to $40,000, reducing legal costs and easing the process for executors and families. In the article below, Megan explains what this change means, how it may affect you, and why having a valid will in place remains essential.

Handling Digital Assets in Your Will

With the rise of digital assets in the 21st century, have you considered how your intangible assets are dealt with after your death?

View all articles

Experts in the field

Hamilton office

Level 8, KPMG Centre
85 Alexandra Street
Hamilton 3204
Private Bag 3077
Hamilton 3240
New Zealand
DX GP 20015

+64 7 838 2399

Cambridge office

57 Queen Street
PO Box 3
Cambridge 3450
New Zealand
DX GA 27516

+64 7 827 5111

Paeroa office

2 Queen Street
Paeroa 3600
Private Bag 3077
Hamilton 3240
New Zealand

+64 7 862 8803

Matamata office

2 Arawa Street
Cooper Aitken Building
Matamata 3400
Private Bag 3077
Hamilton 3240
New Zealand

+64 7 838 2399
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