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Trusts & Retirement Law

Trusts are common in New Zealand, but the game for trusts has changed recently due to the new Trusts Act. Please feel free to contact us to discuss the changes.

Senior Couple
Retirement villages and rest home care are growing in importance.
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Queenstown Law is expert in these areas:

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  • Trust formation and advice

  • Wills

  • Enduring Powers of Attorney

  • Memorandum of Wishes

  • Relationship Property Agreements

  • Gifting

  • Advice regarding rest home subsidies

  • Living Wills

  • Occupational Rights Agreements

  • Advice to Trustees and Executors

  • Trust administration

  • Obtaining Probate

  • Estate administration and distributions

  • Succession planning

  • Trust and Estate disputes

  • Claims against Estates and Trusts

  • Residential care subsidies

Pricing

In the interests of transparency and providing our clients with a higher level of financial certainty, we offer fixed fees on all our standard work. For non-standard work or work beyond the scope of the services list below, please contact us on +64 3 450 0000.

Trust formation - Includes transfer of one property

$3,300

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Our fees are plus GST, office expenses & disbursements. Please note that fixed fees are offered at our discretion and where offered will be offered in good faith.

Independent trustee of client family trust Non-trading Trust only

$450 per annum

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Our fees are plus GST, office expenses & disbursements. Please note that fixed fees are offered at our discretion and where offered will be offered in good faith.

Occupational rights agreement

$1,500

Plus 1 Will & 2 EPOAs: Additional $650

Plus 2 Wills and 4 EPOAs: Additional $950

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​Our fees are plus GST, office expenses & disbursements. Please note that fixed fees are offered at our discretion and where offered will be offered in good faith.

Power of attorney - Enduring power of attorney (property or personal care & welfare)

$295 per document

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Our fees are plus GST, office expenses & disbursements. Please note that fixed fees are offered at our discretion and where offered will be offered in good faith.

Speak to us today

We work with a wide range of clients across New Zealand and internationally and always go the extra mile to ensure a positive outcome.​

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