Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
Aug 20, 2019
As well as looking after loved ones you can also leave bequests and gifts, give to charities, ensure the family heirlooms are left in safe hands, record your funeral wishes, and appoint guardians to take care of your children.
If you haven’t made a will, or it’s not updated, your loved ones might find it very difficult sorting out your final wishes. If there is no will, the law decides how your estate is distributed and people who you may not want to benefit may receive some or all of your assets.
In addition, those left behind may face lengthy delays and considerable costs while they wait for the Court to appoint an administrator to distribute your assets. Things can end up very different to how you might like.
When should you revise your will?
Major changes in your life may affect your will. For example if:
For the month of September we are offering a 50% discount off our standard fees for writing or updating a will*.
To take advantage of this offer please contact a Trust Manager in your region:
Call us on 0800 002 431 or email us at [email protected].
Standard Fee for a Simple Will | Discounted Fee for September 2019 |
$170.00 (individual) | $85.00 (individual) |
$280.00 (for a couple with mirrored provisions) | $140.00 (for a couple with mirrored provisions) |
*Applies to a simple will, when Trustees Executors is appointed an executor. Valid until 30 September 2019.
For complex wills please seek an estimate.
All prices inclusive of GST.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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