Wills, Estates and Trusts

Planning for the future is one of the most important steps you can take to protect your assets and provide peace of mind for your loved ones. We work closely with individuals and families to create solutions that safeguard their wealth during their lifetime and ensure their wishes are honoured after their passing.

We encourage early and thoughtful planning, helping our clients make informed decisions about their legacy and the people who matter most.

Our Services Include:

• Wills
  Drafting clear, legally sound wills that reflect your intentions and protect your beneficiaries.

• Family & Investment Trusts
  Establishing and managing trusts to preserve assets, support family members, and achieve long-term financial goals.

• Estate Planning & Asset Protection
  Strategic advice to minimise risk, reduce tax exposure, and ensure your estate is distributed according to your wishes.

• Trustee Services
  Support and guidance for trustees in fulfilling their legal and fiduciary responsibilities.

• Enduring Powers of Attorney (EPAs)
  Preparing EPAs to ensure trusted individuals can make decisions on your behalf if you're unable to do so.

• Memorandum of Wishes & Gifting
  Helping you express your intentions and manage the transfer of assets during your lifetime.

• Probate & Letters of Administration
  Assisting executors and administrators with the legal process of managing and distributing estates.

Featured Profiles 

Vinita Harkisan
Associate 
Vinita@patelnand.co.nz